FACVX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class A (FACVX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FACVX is managed by Fidelity. It was launched on Feb 19, 2009. FSPGX is managed by Fidelity.
Performance
FACVX vs. FSPGX - Performance Comparison
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FACVX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FACVX Fidelity Advisor Convertible Securities Fund Class A | 1.33% | 17.95% | 7.92% | 11.06% | -15.59% | 9.63% | 42.09% | 28.21% | -1.59% | 8.20% |
FSPGX Fidelity Large Cap Growth Index Fund | -13.03% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, FACVX achieves a 1.33% return, which is significantly higher than FSPGX's -13.03% return.
FACVX
- 1D
- -1.69%
- 1M
- -5.61%
- YTD
- 1.33%
- 6M
- 2.42%
- 1Y
- 24.20%
- 3Y*
- 11.28%
- 5Y*
- 5.01%
- 10Y*
- 10.83%
FSPGX
- 1D
- -0.45%
- 1M
- -8.63%
- YTD
- -13.03%
- 6M
- -12.06%
- 1Y
- 14.49%
- 3Y*
- 19.68%
- 5Y*
- 11.91%
- 10Y*
- —
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FACVX vs. FSPGX - Expense Ratio Comparison
FACVX has a 0.97% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FACVX vs. FSPGX — Risk / Return Rank
FACVX
FSPGX
FACVX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class A (FACVX) 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.
| FACVX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 0.66 | +0.87 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.10 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 0.72 | +2.11 |
Martin ratioReturn relative to average drawdown | 10.69 | 2.51 | +8.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FACVX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 0.66 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.56 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.78 | +0.14 |
Correlation
The correlation between FACVX and FSPGX is 0.83, 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.
Dividends
FACVX vs. FSPGX - Dividend Comparison
FACVX's dividend yield for the trailing twelve months is around 11.04%, more than FSPGX's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FACVX Fidelity Advisor Convertible Securities Fund Class A | 11.04% | 11.18% | 1.85% | 1.86% | 3.48% | 20.42% | 10.56% | 3.04% | 9.55% | 3.89% | 4.62% | 10.02% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FACVX vs. FSPGX - Drawdown Comparison
The maximum FACVX drawdown since its inception was -25.09%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FACVX and FSPGX.
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Drawdown Indicators
| FACVX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.09% | -32.66% | +7.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -16.17% | +8.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -32.66% | +8.34% |
Max Drawdown (10Y)Largest decline over 10 years | -25.09% | — | — |
Current DrawdownCurrent decline from peak | -6.79% | -16.17% | +9.38% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -6.43% | +0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 4.63% | -2.58% |
Volatility
FACVX vs. FSPGX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class A (FACVX) has a higher volatility of 6.32% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.33%. This indicates that FACVX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FACVX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 5.33% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 11.79% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 22.32% | -6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.36% | 21.46% | -8.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.51% | 21.63% | -8.12% |