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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. FGRTX (4.7B). VTSMX pays higher dividends than FGRTX: VTSMX (1.07) vs FGRTX (0.88). FGRTX was incepted earlier than VTSMX: FGRTX (27 years) vs VTSMX (33 years). FGRTX (0.59) is less costly to investors than VTSMX (0.14). FGRTX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). FGRTX has a lower initial minimum investment than VTSMX: FGRTX (0) vs VTSMX (3000). FGRTX annual gain was more profitable for investors over the last year : 20.68 vs. VTSMX (15.63). FGRTX return over 5 years is better than : 131.36 vs. VTSMX (96.53).
| FGRTX | VTSMX | FGRTX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 18.008 | 12.949 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 1.95T | 0% |
| Annual Yield % from dividends | 0.88 | 1.07 | 82% |
| Returns for 1 year | 20.68 | 15.63 | 132% |
| Returns for 3 years | 106.22 | 80.25 | 132% |
| Returns for 5 years | 131.36 | 96.53 | 136% |
| Returns for 10 years | 121.57 | 249.92 | 49% |
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