VMCTX vs. FGRTX
Compare and contrast key facts about Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) and Fidelity Mega Cap Stock Fund (FGRTX).
VMCTX is managed by Vanguard. It was launched on Feb 22, 2008. FGRTX is managed by Fidelity. It was launched on Dec 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMCTX or FGRTX.
Correlation
The correlation between VMCTX and FGRTX 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.
Performance
VMCTX vs. FGRTX - Performance Comparison
Key characteristics
VMCTX:
1.76
FGRTX:
1.87
VMCTX:
2.36
FGRTX:
2.56
VMCTX:
1.32
FGRTX:
1.35
VMCTX:
2.62
FGRTX:
2.81
VMCTX:
11.18
FGRTX:
11.46
VMCTX:
2.13%
FGRTX:
2.01%
VMCTX:
13.57%
FGRTX:
12.32%
VMCTX:
-52.57%
FGRTX:
-57.06%
VMCTX:
-2.15%
FGRTX:
-2.46%
Returns By Period
In the year-to-date period, VMCTX achieves a 2.50% return, which is significantly lower than FGRTX's 3.74% return. Over the past 10 years, VMCTX has outperformed FGRTX with an annualized return of 13.68%, while FGRTX has yielded a comparatively lower 6.67% annualized return.
VMCTX
2.50%
-0.93%
8.14%
20.92%
15.06%
13.68%
FGRTX
3.74%
-1.26%
8.01%
20.62%
13.26%
6.67%
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VMCTX vs. FGRTX - Expense Ratio Comparison
VMCTX has a 0.06% expense ratio, which is lower than FGRTX's 0.61% expense ratio.
Risk-Adjusted Performance
VMCTX vs. FGRTX — Risk-Adjusted Performance Rank
VMCTX
FGRTX
VMCTX vs. FGRTX - Risk-Adjusted Performance Comparison
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.
Dividends
VMCTX vs. FGRTX - Dividend Comparison
VMCTX's dividend yield for the trailing twelve months is around 1.13%, more than FGRTX's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMCTX Vanguard Mega Cap Index Fund Institutional Shares | 1.13% | 1.16% | 1.36% | 1.66% | 1.18% | 1.46% | 1.82% | 2.11% | 1.84% | 2.13% | 2.13% | 1.84% |
FGRTX Fidelity Mega Cap Stock Fund | 1.00% | 1.04% | 1.06% | 1.34% | 1.76% | 2.87% | 2.01% | 2.22% | 1.57% | 1.48% | 4.07% | 5.39% |
Drawdowns
VMCTX vs. FGRTX - Drawdown Comparison
The maximum VMCTX drawdown since its inception was -52.57%, smaller than the maximum FGRTX drawdown of -57.06%. Use the drawdown chart below to compare losses from any high point for VMCTX and FGRTX. For additional features, visit the drawdowns tool.
Volatility
VMCTX vs. FGRTX - Volatility Comparison
The current volatility for Vanguard Mega Cap Index Fund Institutional Shares (VMCTX) is 3.66%, while Fidelity Mega Cap Stock Fund (FGRTX) has a volatility of 3.94%. This indicates that VMCTX experiences smaller price fluctuations and is considered to be less risky than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.