AAAGX vs. FSPGX
Compare and contrast key facts about Thrivent Large Cap Growth Fund (AAAGX) and Fidelity Large Cap Growth Index Fund (FSPGX).
AAAGX is managed by Thrivent. It was launched on Oct 29, 1999. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAAGX or FSPGX.
Key characteristics
| AAAGX | FSPGX | |
|---|---|---|
| YTD Return | 15.14% | 14.54% |
| 1Y Return | 26.51% | 25.39% |
| 3Y Return (Ann) | 3.76% | 6.68% |
| 5Y Return (Ann) | 15.84% | 17.42% |
| Sharpe Ratio | 1.61 | 1.46 |
| Daily Std Dev | 16.20% | 17.03% |
| Max Drawdown | -70.76% | -32.66% |
| Current Drawdown | -7.48% | -9.56% |
Correlation
The correlation between AAAGX and FSPGX is 0.97, 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
AAAGX vs. FSPGX - Performance Comparison
The year-to-date returns for both stocks are quite close, with AAAGX having a 15.14% return and FSPGX slightly lower at 14.54%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AAAGX vs. FSPGX - Expense Ratio Comparison
AAAGX has a 1.03% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
AAAGX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Growth Fund (AAAGX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
AAAGX vs. FSPGX - Dividend Comparison
AAAGX's dividend yield for the trailing twelve months is around 3.09%, more than FSPGX's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAGX Thrivent Large Cap Growth Fund | 3.09% | 3.55% | 9.38% | 6.93% | 7.74% | 5.39% | 12.26% | 0.00% | 0.60% | 0.00% | 1.69% | 0.05% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.49% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
AAAGX vs. FSPGX - Drawdown Comparison
The maximum AAAGX drawdown since its inception was -70.76%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for AAAGX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
AAAGX vs. FSPGX - Volatility Comparison
The current volatility for Thrivent Large Cap Growth Fund (AAAGX) is 6.14%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.61%. This indicates that AAAGX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.