FGRTX
Price
$30.52
Change
-$0.48 (-1.55%)
Updated
Nov 13 closing price
Net Assets
5.27B
VTSAX
Price
$160.60
Change
-$2.86 (-1.75%)
Updated
Nov 13 closing price
Net Assets
2.05T
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FGRTX vs VTSAX

Header iconFGRTX vs VTSAX Comparison
Open Charts FGRTX vs VTSAXBanner chart's image
Fidelity Mega Cap Stock
Price$30.52
Change-$0.48 (-1.55%)
VolumeN/A
Net Assets5.27B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
FGRTX vs VTSAX Comparison Chart in %
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FGRTX vs. VTSAX commentary
Nov 14, 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 VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. FGRTX (5.27B). VTSAX pays higher dividends than FGRTX: VTSAX (1.11) vs FGRTX (0.84). FGRTX was incepted earlier than VTSAX: FGRTX (27 years) vs VTSAX (25 years). FGRTX (0.58) is less costly to investors than VTSAX (0.04). FGRTX is a more actively managed with annual turnover of: 15.00 vs. VTSAX (2.00). FGRTX has a lower initial minimum investment than VTSAX: FGRTX (0) vs VTSAX (3000). FGRTX annual gain was more profitable for investors over the last year : 18.26 vs. VTSAX (13.43). FGRTX return over 5 years is better than : 114.11 vs. VTSAX (84.01).
FGRTXVTSAXFGRTX / VTSAX
Total Expense Ratio0.580.041,450%
Annual Report Gross Expense Ratio0.580.041,450%
Fund Existence27 years25 years-
Gain YTD21.33615.982134%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.27B2.05T0%
Annual Yield % from dividends0.841.1176%
Returns for 1 year18.2613.43136%
Returns for 3 years80.8768.24119%
Returns for 5 years114.1184.01136%
Returns for 10 years110.58236.1647%
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