FGRTX
Price
$30.14
Change
+$0.15 (+0.50%)
Updated
Sep 26 closing price
Net Assets
4.7B
VTSAX
Price
$159.25
Change
+$1.00 (+0.63%)
Updated
Sep 26 closing price
Net Assets
1.95T
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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$30.14
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets4.7B
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
FGRTX vs VTSAX Comparison Chart in %
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FGRTX vs. VTSAX commentary
Sep 28, 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 Hold and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. FGRTX (4.7B). VTSAX pays higher dividends than FGRTX: VTSAX (1.16) vs FGRTX (0.88). FGRTX was incepted earlier than VTSAX: FGRTX (27 years) vs VTSAX (25 years). FGRTX (0.59) is less costly to investors than VTSAX (0.04). FGRTX is a more actively managed with annual turnover of: 9.00 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 : 20.68 vs. VTSAX (15.64). FGRTX return over 5 years is better than : 131.36 vs. VTSAX (96.61).
FGRTXVTSAXFGRTX / VTSAX
Total Expense Ratio0.590.041,475%
Annual Report Gross Expense Ratio0.590.041,475%
Fund Existence27 years25 years-
Gain YTD18.00812.971139%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B1.95T0%
Annual Yield % from dividends0.881.1676%
Returns for 1 year20.6815.64132%
Returns for 3 years106.2280.33132%
Returns for 5 years131.3696.61136%
Returns for 10 years121.57250.8248%
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