FGRTX
Price
$29.05
Change
+$0.24 (+0.83%)
Updated
Jul 3 closing price
Net Assets
4.21B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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FGRTX vs VSMPX

Header iconFGRTX vs VSMPX Comparison
Open Charts FGRTX vs VSMPXBanner chart's image
Fidelity Mega Cap Stock
Price$29.05
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets4.21B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
FGRTX vs VSMPX Comparison Chart in %
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VS
FGRTX vs. VSMPX commentary
Jul 06, 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 FGRTX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. FGRTX (4.22B). VSMPX pays higher dividends than FGRTX: VSMPX (1.22) vs FGRTX (0.92). FGRTX was incepted earlier than VSMPX: FGRTX (27 years) vs VSMPX (10 years). FGRTX (0.59) is less costly to investors than VSMPX (0.02). FGRTX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). FGRTX has a lower initial minimum investment than VSMPX: FGRTX (0) vs VSMPX (100000000). FGRTX annual gain was more profitable for investors over the last year : 17.55 vs. VSMPX (13.90). FGRTX return over 5 years is better than : 121.09 vs. VSMPX (95.69).
FGRTXVSMPXFGRTX / VSMPX
Total Expense Ratio0.590.022,950%
Annual Report Gross Expense Ratio0.590.022,950%
Fund Existence27 years10 years-
Gain YTD13.2556.426206%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.22B1.82T0%
Annual Yield % from dividends0.921.2275%
Returns for 1 year17.5513.90126%
Returns for 3 years81.6062.17131%
Returns for 5 years121.0995.69127%
Returns for 10 years86.34189.2146%
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