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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 26, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T 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 annual gain was more profitable for investors over the last year : 16.94 vs. FGTAX (15.75). FGTAX return over 5 years is better than : 85.82 vs. VTSMX (61.07).
| 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 | 9.622 | 8.847 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.98B | 2.3T | 0% |
| Annual Yield % from dividends | 0.54 | 0.99 | 55% |
| Returns for 1 year | 15.75 | 16.94 | 93% |
| Returns for 3 years | 73.39 | 61.22 | 120% |
| Returns for 5 years | 85.82 | 61.07 | 141% |
| Returns for 10 years | 121.18 | 240.66 | 50% |
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