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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX commentary
Dec 27, 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: 2.06T vs. FGRTX (5.46B). VTSMX pays higher dividends than FGRTX: VTSMX (1.02) vs FGRTX (0.84). FGRTX was incepted earlier than VTSMX: FGRTX (27 years) vs VTSMX (34 years). FGRTX (0.58) is less costly to investors than VTSMX (0.14). FGRTX is a more actively managed with annual turnover of: 15.00 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 : 20.74 vs. VTSMX (14.32). FGRTX return over 5 years is better than : 109.64 vs. VTSMX (76.71).
| FGRTX | VTSMX | FGRTX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | 23.333 | 17.313 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.46B | 2.06T | 0% |
| Annual Yield % from dividends | 0.84 | 1.02 | 82% |
| Returns for 1 year | 20.74 | 14.32 | 145% |
| Returns for 3 years | 91.94 | 78.67 | 117% |
| Returns for 5 years | 109.64 | 76.71 | 143% |
| Returns for 10 years | 113.78 | 232.18 | 49% |
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