AFVLX vs. FSPGX
Compare and contrast key facts about Applied Finance Select Fund (AFVLX) and Fidelity Large Cap Growth Index Fund (FSPGX).
AFVLX is managed by Applied Finance Advisors. It was launched on Feb 1, 2017. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFVLX or FSPGX.
Key characteristics
| AFVLX | FSPGX | |
|---|---|---|
| YTD Return | 4.00% | 10.95% |
| 1Y Return | 21.78% | 36.73% |
| 3Y Return (Ann) | 5.97% | 10.30% |
| 5Y Return (Ann) | 13.12% | 17.96% |
| Sharpe Ratio | 1.81 | 2.45 |
| Daily Std Dev | 11.73% | 15.11% |
| Max Drawdown | -36.29% | -32.66% |
| Current Drawdown | -4.68% | -1.00% |
Correlation
The correlation between AFVLX and FSPGX is 0.80, 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
AFVLX vs. FSPGX - Performance Comparison
In the year-to-date period, AFVLX achieves a 4.00% return, which is significantly lower than FSPGX's 10.95% return. 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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AFVLX vs. FSPGX - Expense Ratio Comparison
AFVLX has a 1.48% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
AFVLX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Applied Finance Select Fund (AFVLX) 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
AFVLX vs. FSPGX - Dividend Comparison
AFVLX's dividend yield for the trailing twelve months is around 1.14%, more than FSPGX's 0.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
AFVLX Applied Finance Select Fund | 1.14% | 1.18% | 1.02% | 2.11% | 1.09% | 0.68% | 1.37% | 2.00% | 0.00% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.66% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% |
Drawdowns
AFVLX vs. FSPGX - Drawdown Comparison
The maximum AFVLX drawdown since its inception was -36.29%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for AFVLX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
AFVLX vs. FSPGX - Volatility Comparison
The current volatility for Applied Finance Select Fund (AFVLX) is 4.02%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.51%. This indicates that AFVLX 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.