VMCTX vs. FGRTX

In the year-to-date period, VMCTX achieves a 0.96% return, which is significantly lower than FGRTX's 5.38% return. Both investments have delivered pretty close results over the past 10 years, with VMCTX having a 13.46% annualized return and FGRTX not far behind at 13.09%.

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VMCTX has a 0.06% expense ratio, which is lower than FGRTX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Fidelity Mega Cap Stock Fund (FGRTX). 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.

The current VMCTX Sharpe Ratio is 0.75, which is comparable to the FGRTX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of VMCTX and FGRTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMCTX's dividend yield for the trailing twelve months is around 1.16%, less than FGRTX's 2.54% yield.

The maximum VMCTX drawdown since its inception was -52.57%, smaller than the maximum FGRTX drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for VMCTX and FGRTX.

Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) has a higher volatility of 4.93% compared to Fidelity Mega Cap Stock Fund (FGRTX) at 4.16%. This indicates that VMCTX's price experiences larger fluctuations and is considered to be riskier than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.