FGRTX
Price
$29.05
Change
+$0.24 (+0.83%)
Updated
Jul 3 closing price
Net Assets
4.21B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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FGRTX vs VTSMX

Header iconFGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMXBanner 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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FGRTX (4.22B). VTSMX pays higher dividends than FGRTX: VTSMX (1.12) vs FGRTX (0.92). 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 : 17.55 vs. VTSMX (13.89). FGRTX return over 5 years is better than : 121.09 vs. VTSMX (95.59).
FGRTXVTSMXFGRTX / VTSMX
Total Expense Ratio0.590.14421%
Annual Report Gross Expense Ratio0.590.14421%
Fund Existence27 years33 years-
Gain YTD13.2556.421206%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.22B1.82T0%
Annual Yield % from dividends0.921.1282%
Returns for 1 year17.5513.89126%
Returns for 3 years81.6062.08131%
Returns for 5 years121.0995.59127%
Returns for 10 years86.34198.0544%
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