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FGRTX vs VTSMX
FGRTX vs VTSMX Comparison
Open Charts FGRTX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FGRTX vs VTSMX Comparison Chart in %
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FGRTX vs. VTSMX commentary
Jul 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T 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 : 24.06 vs. VTSMX (17.75). FGRTX return over 5 years is better than : 121.46 vs. VTSMX (93.51).
| 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 | 16.179 | 8.287 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 1.91T | 0% |
| Annual Yield % from dividends | 0.92 | 1.12 | 82% |
| Returns for 1 year | 24.06 | 17.75 | 136% |
| Returns for 3 years | 81.46 | 60.60 | 134% |
| Returns for 5 years | 121.46 | 93.51 | 130% |
| Returns for 10 years | 89.22 | 200.97 | 44% |
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