FAMVX vs. FSPGX
Compare and contrast key facts about FAM Value Fund (FAMVX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FAMVX is managed by FAM. It was launched on Jan 2, 1987. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAMVX or FSPGX.
Correlation
The correlation between FAMVX and FSPGX is 0.86, 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
FAMVX vs. FSPGX - Performance Comparison
Key characteristics
FAMVX:
0.29
FSPGX:
0.69
FAMVX:
0.53
FSPGX:
1.10
FAMVX:
1.08
FSPGX:
1.16
FAMVX:
0.26
FSPGX:
0.74
FAMVX:
0.77
FSPGX:
2.52
FAMVX:
7.40%
FSPGX:
6.83%
FAMVX:
19.47%
FSPGX:
25.05%
FAMVX:
-54.64%
FSPGX:
-32.66%
FAMVX:
-11.52%
FSPGX:
-10.29%
Returns By Period
In the year-to-date period, FAMVX achieves a 0.16% return, which is significantly higher than FSPGX's -6.51% return.
FAMVX
0.16%
10.81%
-6.71%
2.87%
8.26%
3.87%
FSPGX
-6.51%
14.98%
-1.36%
12.30%
17.55%
N/A
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FAMVX vs. FSPGX - Expense Ratio Comparison
FAMVX has a 1.19% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FAMVX vs. FSPGX — Risk-Adjusted Performance Rank
FAMVX
FSPGX
FAMVX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FAM Value Fund (FAMVX) 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
FAMVX vs. FSPGX - Dividend Comparison
FAMVX has not paid dividends to shareholders, while FSPGX's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAMVX FAM Value Fund | 0.00% | 0.00% | 0.15% | 0.18% | 0.02% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% |
Drawdowns
FAMVX vs. FSPGX - Drawdown Comparison
The maximum FAMVX drawdown since its inception was -54.64%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FAMVX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FAMVX vs. FSPGX - Volatility Comparison
The current volatility for FAM Value Fund (FAMVX) is 11.54%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 15.48%. This indicates that FAMVX 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.