EKBAX vs. FSPGX
Compare and contrast key facts about Allspring Diversified Capital Builder Fund (EKBAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EKBAX or FSPGX.
Correlation
The correlation between EKBAX and FSPGX is 0.87, 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
EKBAX vs. FSPGX - Performance Comparison
Key characteristics
EKBAX:
1.29
FSPGX:
1.84
EKBAX:
1.74
FSPGX:
2.42
EKBAX:
1.24
FSPGX:
1.33
EKBAX:
1.60
FSPGX:
2.47
EKBAX:
5.93
FSPGX:
9.38
EKBAX:
3.56%
FSPGX:
3.47%
EKBAX:
16.35%
FSPGX:
17.69%
EKBAX:
-66.61%
FSPGX:
-32.66%
EKBAX:
-5.41%
FSPGX:
-3.94%
Returns By Period
In the year-to-date period, EKBAX achieves a 4.25% return, which is significantly higher than FSPGX's 0.10% return.
EKBAX
4.25%
1.10%
3.20%
21.61%
5.85%
5.15%
FSPGX
0.10%
-3.66%
10.73%
33.13%
17.89%
N/A
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EKBAX vs. FSPGX - Expense Ratio Comparison
EKBAX has a 1.10% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
EKBAX vs. FSPGX — Risk-Adjusted Performance Rank
EKBAX
FSPGX
EKBAX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Capital Builder Fund (EKBAX) 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
EKBAX vs. FSPGX - Dividend Comparison
EKBAX's dividend yield for the trailing twelve months is around 0.46%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKBAX Allspring Diversified Capital Builder Fund | 0.46% | 0.48% | 0.90% | 1.07% | 0.51% | 1.17% | 1.42% | 1.47% | 1.37% | 1.76% | 1.06% | 0.90% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
EKBAX vs. FSPGX - Drawdown Comparison
The maximum EKBAX drawdown since its inception was -66.61%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for EKBAX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
EKBAX vs. FSPGX - Volatility Comparison
The current volatility for Allspring Diversified Capital Builder Fund (EKBAX) is 5.27%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.34%. This indicates that EKBAX 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.