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FGTAX vs VTSMX
FGTAX vs VTSMX Comparison
Open Charts FGTAX vs VTSMX
FGTAX vs VTSMX Comparison Chart in %
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FGTAX vs. VTSMX commentary
Jul 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FGTAX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. FGTAX (6.98B). VTSMX pays higher dividends than FGTAX: VTSMX (0.99) vs FGTAX (0.54). FGTAX was incepted earlier than VTSMX: FGTAX (18 years) vs VTSMX (34 years). FGTAX (0.86) is less costly to investors than VTSMX (0.06). FGTAX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (3.00). FGTAX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX (20.87) and FGTAX (20.43) have marching annual gain over last year. FGTAX return over 5 years is better than : 84.93 vs. VTSMX (64.50).
| FGTAX | VTSMX | FGTAX / VTSMX | |
| Total Expense Ratio | 0.86 | 0.06 | 1,433% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 10.307 | 10.110 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.98B | 2.31T | 0% |
| Annual Yield % from dividends | 0.54 | 0.99 | 55% |
| Returns for 1 year | 20.43 | 20.87 | 98% |
| Returns for 3 years | 79.73 | 67.54 | 118% |
| Returns for 5 years | 84.93 | 64.50 | 132% |
| Returns for 10 years | 132.00 | 256.48 | 51% |
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