FCAGX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. FSPGX is managed by Fidelity.
Performance
FCAGX vs. FSPGX - Performance Comparison
Loading graphics...
FCAGX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | -0.87% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.11% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 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, FCAGX achieves a -0.87% return, which is significantly higher than FSPGX's -9.77% return.
FCAGX
- 1D
- 4.98%
- 1M
- -6.49%
- YTD
- -0.87%
- 6M
- 2.10%
- 1Y
- 23.76%
- 3Y*
- 13.57%
- 5Y*
- 3.87%
- 10Y*
- 13.00%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCAGX vs. FSPGX - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FCAGX vs. FSPGX — Risk / Return Rank
FCAGX
FSPGX
FCAGX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) 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.
| FCAGX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.84 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.36 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.17 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.23 | 4.02 | +2.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FCAGX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.84 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.58 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.80 | -0.34 |
Correlation
The correlation between FCAGX 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.
Dividends
FCAGX vs. FSPGX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 7.01%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 7.01% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FCAGX vs. FSPGX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -61.19%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FCAGX and FSPGX.
Loading graphics...
Drawdown Indicators
| FCAGX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.19% | -32.66% | -28.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -16.17% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -39.13% | -32.66% | -6.47% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | — | — |
Current DrawdownCurrent decline from peak | -8.87% | -13.03% | +4.16% |
Average DrawdownAverage peak-to-trough decline | -11.56% | -6.43% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 4.70% | -1.00% |
Volatility
FCAGX vs. FSPGX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 9.90% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.71%. This indicates that FCAGX'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.
Loading graphics...
Volatility by Period
| FCAGX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.90% | 6.71% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 16.76% | 12.37% | +4.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 22.58% | +2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 21.52% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.74% | 21.66% | +1.08% |