Correlation
The correlation between FCLKX and FGRIX is 0.91, 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.
FCLKX vs. FGRIX
Compare and contrast key facts about Fidelity Large Cap Stock K6 Fund (FCLKX) and Fidelity Growth & Income Portfolio (FGRIX).
FCLKX is managed by Fidelity. It was launched on May 25, 2017. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCLKX or FGRIX.
Performance
FCLKX vs. FGRIX - Performance Comparison
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Key characteristics
FCLKX:
0.68
FGRIX:
0.87
FCLKX:
0.95
FGRIX:
1.18
FCLKX:
1.15
FGRIX:
1.18
FCLKX:
0.62
FGRIX:
0.84
FCLKX:
2.43
FGRIX:
3.44
FCLKX:
4.92%
FGRIX:
4.01%
FCLKX:
20.00%
FGRIX:
17.71%
FCLKX:
-37.09%
FGRIX:
-66.83%
FCLKX:
-0.73%
FGRIX:
-0.78%
Returns By Period
In the year-to-date period, FCLKX achieves a 5.83% return, which is significantly higher than FGRIX's 5.01% return.
FCLKX
5.83%
7.72%
1.26%
12.46%
5.17%
10.67%
N/A
FGRIX
5.01%
5.77%
0.46%
13.95%
14.12%
17.71%
11.51%
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FCLKX vs. FGRIX - Expense Ratio Comparison
FCLKX has a 0.45% expense ratio, which is lower than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FCLKX vs. FGRIX — Risk-Adjusted Performance Rank
FCLKX
FGRIX
FCLKX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock K6 Fund (FCLKX) and Fidelity Growth & Income Portfolio (FGRIX). 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.
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Dividends
FCLKX vs. FGRIX - Dividend Comparison
FCLKX's dividend yield for the trailing twelve months is around 4.40%, less than FGRIX's 6.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCLKX Fidelity Large Cap Stock K6 Fund | 4.40% | 4.65% | 3.07% | 35.79% | 6.51% | 3.43% | 2.52% | 4.66% | 0.58% | 0.00% | 0.00% | 0.00% |
FGRIX Fidelity Growth & Income Portfolio | 6.47% | 6.80% | 3.93% | 3.43% | 6.02% | 3.61% | 2.85% | 3.39% | 1.52% | 1.80% | 2.08% | 1.72% |
Drawdowns
FCLKX vs. FGRIX - Drawdown Comparison
The maximum FCLKX drawdown since its inception was -37.09%, smaller than the maximum FGRIX drawdown of -66.83%. Use the drawdown chart below to compare losses from any high point for FCLKX and FGRIX.
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Volatility
FCLKX vs. FGRIX - Volatility Comparison
Fidelity Large Cap Stock K6 Fund (FCLKX) has a higher volatility of 4.26% compared to Fidelity Growth & Income Portfolio (FGRIX) at 3.79%. This indicates that FCLKX's price experiences larger fluctuations and is considered to be riskier than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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