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FGRIX vs VTSMX
FGRIX vs VTSMX Comparison
Open Charts FGRIX vs VTSMX
Fidelity Growth & Income
Price$70.17
Change-$0.51 (-0.72%)
VolumeN/A
Net Assets12.8B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
FGRIX vs VTSMX Comparison Chart in %
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FGRIX vs. VTSMX commentary
Sep 09, 2025
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 FGRIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. FGRIX (12.8B). FGRIX pays higher dividends than VTSMX: FGRIX (1.18) vs VTSMX (1.07). FGRIX was incepted earlier than VTSMX: FGRIX (40 years) vs VTSMX (33 years). FGRIX (0.54) is less costly to investors than VTSMX (0.14). FGRIX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). FGRIX has a lower initial minimum investment than VTSMX: FGRIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. FGRIX (13.95). FGRIX return over 5 years is better than : 96.27 vs. VTSMX (84.94).
| FGRIX | VTSMX | FGRIX / VTSMX | |
| Total Expense Ratio | 0.54 | 0.14 | 386% |
| Annual Report Gross Expense Ratio | 0.54 | 0.14 | 386% |
| Fund Existence | 40 years | 33 years | - |
| Gain YTD | 14.151 | 10.330 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 1.95T | 1% |
| Annual Yield % from dividends | 1.18 | 1.07 | 111% |
| Returns for 1 year | 13.95 | 18.03 | 77% |
| Returns for 3 years | 57.06 | 63.63 | 90% |
| Returns for 5 years | 96.27 | 84.94 | 113% |
| Returns for 10 years | 170.94 | 224.15 | 76% |
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