FCPGX vs. FSPGX
Compare and contrast key facts about Fidelity Small Cap Growth Fund (FCPGX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FCPGX is managed by Fidelity. It was launched on Nov 3, 2004. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPGX or FSPGX.
Performance
FCPGX vs. FSPGX - Performance Comparison
Returns By Period
In the year-to-date period, FCPGX achieves a 23.52% return, which is significantly lower than FSPGX's 29.02% return.
FCPGX
23.52%
-0.06%
9.25%
40.09%
5.59%
7.51%
FSPGX
29.02%
1.63%
13.31%
36.21%
19.24%
N/A
Key characteristics
| FCPGX | FSPGX | |
|---|---|---|
| Sharpe Ratio | 2.11 | 2.15 |
| Sortino Ratio | 2.86 | 2.80 |
| Omega Ratio | 1.35 | 1.39 |
| Calmar Ratio | 1.08 | 2.75 |
| Martin Ratio | 12.56 | 10.78 |
| Ulcer Index | 3.30% | 3.35% |
| Daily Std Dev | 19.67% | 16.84% |
| Max Drawdown | -59.11% | -32.66% |
| Current Drawdown | -13.39% | -2.41% |
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FCPGX vs. FSPGX - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Correlation
The correlation between FCPGX and FSPGX is 0.81, 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.
Risk-Adjusted Performance
FCPGX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) 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
FCPGX vs. FSPGX - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 0.82%, more than FSPGX's 0.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% | 16.99% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.43% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCPGX vs. FSPGX - Drawdown Comparison
The maximum FCPGX drawdown since its inception was -59.11%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FCPGX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FCPGX vs. FSPGX - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 6.51% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.48%. This indicates that FCPGX'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.