FDCAX vs. FGRTX
Compare and contrast key facts about Fidelity Capital Appreciation Fund (FDCAX) and Fidelity Mega Cap Stock Fund (FGRTX).
FDCAX is managed by Fidelity. It was launched on Nov 26, 1986. FGRTX is managed by Fidelity. It was launched on Dec 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDCAX or FGRTX.
Correlation
The correlation between FDCAX and FGRTX 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
FDCAX vs. FGRTX - Performance Comparison
Key characteristics
FDCAX:
0.09
FGRTX:
2.05
FDCAX:
0.23
FGRTX:
2.80
FDCAX:
1.05
FGRTX:
1.38
FDCAX:
0.10
FGRTX:
3.03
FDCAX:
0.26
FGRTX:
12.41
FDCAX:
7.46%
FGRTX:
2.00%
FDCAX:
21.44%
FGRTX:
12.15%
FDCAX:
-58.11%
FGRTX:
-57.06%
FDCAX:
-15.53%
FGRTX:
-0.51%
Returns By Period
In the year-to-date period, FDCAX achieves a 4.08% return, which is significantly lower than FGRTX's 5.81% return. Over the past 10 years, FDCAX has underperformed FGRTX with an annualized return of 3.43%, while FGRTX has yielded a comparatively higher 6.94% annualized return.
FDCAX
4.08%
-0.48%
-7.19%
2.81%
4.23%
3.43%
FGRTX
5.81%
1.19%
11.38%
25.10%
13.72%
6.94%
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FDCAX vs. FGRTX - Expense Ratio Comparison
FDCAX has a 0.84% expense ratio, which is higher than FGRTX's 0.61% expense ratio.
Risk-Adjusted Performance
FDCAX vs. FGRTX — Risk-Adjusted Performance Rank
FDCAX
FGRTX
FDCAX vs. FGRTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital Appreciation Fund (FDCAX) and Fidelity Mega Cap Stock Fund (FGRTX). 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
FDCAX vs. FGRTX - Dividend Comparison
FDCAX's dividend yield for the trailing twelve months is around 0.25%, less than FGRTX's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCAX Fidelity Capital Appreciation Fund | 0.25% | 0.26% | 0.37% | 0.43% | 0.39% | 0.03% | 0.69% | 0.91% | 0.95% | 1.24% | 14.02% | 11.82% |
FGRTX Fidelity Mega Cap Stock Fund | 0.98% | 1.04% | 1.06% | 1.34% | 1.76% | 2.87% | 2.01% | 2.22% | 1.57% | 1.48% | 4.07% | 5.39% |
Drawdowns
FDCAX vs. FGRTX - Drawdown Comparison
The maximum FDCAX drawdown since its inception was -58.11%, roughly equal to the maximum FGRTX drawdown of -57.06%. Use the drawdown chart below to compare losses from any high point for FDCAX and FGRTX. For additional features, visit the drawdowns tool.
Volatility
FDCAX vs. FGRTX - Volatility Comparison
Fidelity Capital Appreciation Fund (FDCAX) has a higher volatility of 4.08% compared to Fidelity Mega Cap Stock Fund (FGRTX) at 3.42%. This indicates that FDCAX's price experiences larger fluctuations and is considered to be riskier than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.