FGRTX vs. VMCTX
Compare and contrast key facts about Fidelity Mega Cap Stock Fund (FGRTX) and Vanguard Mega Cap Index Fund Institutional Shares (VMCTX).
FGRTX is managed by Fidelity. It was launched on Dec 28, 1998. VMCTX is managed by Vanguard. It was launched on Feb 22, 2008.
Performance
FGRTX vs. VMCTX - Performance Comparison
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FGRTX vs. VMCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGRTX Fidelity Mega Cap Stock Fund | -5.09% | 26.92% | 25.98% | 26.51% | -8.98% | 26.29% | 12.96% | 31.07% | -7.44% | 16.98% |
VMCTX Vanguard Mega Cap Index Fund Institutional Shares | -8.40% | 19.35% | 27.18% | 29.67% | -19.91% | 27.57% | 21.47% | 31.42% | -3.47% | 22.57% |
Returns By Period
In the year-to-date period, FGRTX achieves a -5.09% return, which is significantly higher than VMCTX's -8.40% return. Both investments have delivered pretty close results over the past 10 years, with FGRTX having a 14.99% annualized return and VMCTX not far behind at 14.36%.
FGRTX
- 1D
- -0.54%
- 1M
- -7.43%
- YTD
- -5.09%
- 6M
- -0.53%
- 1Y
- 23.05%
- 3Y*
- 21.21%
- 5Y*
- 14.54%
- 10Y*
- 14.99%
VMCTX
- 1D
- -0.32%
- 1M
- -7.63%
- YTD
- -8.40%
- 6M
- -5.55%
- 1Y
- 15.04%
- 3Y*
- 18.42%
- 5Y*
- 11.83%
- 10Y*
- 14.36%
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FGRTX vs. VMCTX - Expense Ratio Comparison
FGRTX has a 0.61% expense ratio, which is higher than VMCTX's 0.06% expense ratio.
Return for Risk
FGRTX vs. VMCTX — Risk / Return Rank
FGRTX
VMCTX
FGRTX vs. VMCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mega Cap Stock Fund (FGRTX) and Vanguard Mega Cap Index Fund Institutional Shares (VMCTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FGRTX | VMCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.84 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.31 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.20 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.10 | +0.64 |
Martin ratioReturn relative to average drawdown | 8.14 | 4.98 | +3.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGRTX | VMCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.84 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.69 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.79 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.54 | -0.09 |
Correlation
The correlation between FGRTX and VMCTX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FGRTX vs. VMCTX - Dividend Comparison
FGRTX's dividend yield for the trailing twelve months is around 4.10%, more than VMCTX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRTX Fidelity Mega Cap Stock Fund | 4.10% | 3.89% | 2.68% | 2.06% | 4.38% | 4.79% | 7.96% | 12.98% | 21.72% | 15.57% | 1.97% | 4.16% |
VMCTX Vanguard Mega Cap Index Fund Institutional Shares | 1.06% | 0.94% | 1.16% | 1.36% | 1.66% | 1.18% | 1.46% | 1.82% | 2.11% | 1.84% | 2.13% | 2.13% |
Drawdowns
FGRTX vs. VMCTX - Drawdown Comparison
The maximum FGRTX drawdown since its inception was -56.17%, which is greater than VMCTX's maximum drawdown of -52.00%. Use the drawdown chart below to compare losses from any high point for FGRTX and VMCTX.
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Drawdown Indicators
| FGRTX | VMCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.17% | -52.00% | -4.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -12.04% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -25.77% | +2.42% |
Max Drawdown (10Y)Largest decline over 10 years | -35.18% | -32.96% | -2.22% |
Current DrawdownCurrent decline from peak | -8.99% | -9.87% | +0.88% |
Average DrawdownAverage peak-to-trough decline | -8.77% | -7.14% | -1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.65% | -0.06% |
Volatility
FGRTX vs. VMCTX - Volatility Comparison
Fidelity Mega Cap Stock Fund (FGRTX) and Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) have volatilities of 4.37% and 4.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGRTX | VMCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 4.32% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.26% | 9.38% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 18.67% | -0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 17.29% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 18.23% | -0.13% |