FDEIX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class I (FDEIX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FDEIX is managed by Fidelity. It was launched on Jul 12, 2005. FSPGX is managed by Fidelity.
Performance
FDEIX vs. FSPGX - Performance Comparison
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FDEIX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEIX Fidelity Advisor Capital Development Fund Class I | -5.08% | 27.44% | 26.86% | 24.00% | -8.17% | 25.18% | 8.93% | 31.14% | -9.21% | 15.23% |
FSPGX Fidelity Large Cap Growth Index Fund | -13.03% | 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, FDEIX achieves a -5.08% return, which is significantly higher than FSPGX's -13.03% return.
FDEIX
- 1D
- -0.60%
- 1M
- -8.09%
- YTD
- -5.08%
- 6M
- -0.22%
- 1Y
- 23.90%
- 3Y*
- 21.30%
- 5Y*
- 14.36%
- 10Y*
- 14.51%
FSPGX
- 1D
- -0.45%
- 1M
- -8.63%
- YTD
- -13.03%
- 6M
- -12.06%
- 1Y
- 14.49%
- 3Y*
- 19.68%
- 5Y*
- 11.91%
- 10Y*
- —
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FDEIX vs. FSPGX - Expense Ratio Comparison
FDEIX has a 0.71% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FDEIX vs. FSPGX — Risk / Return Rank
FDEIX
FSPGX
FDEIX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class I (FDEIX) 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.
| FDEIX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.66 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.10 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.15 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 0.72 | +1.04 |
Martin ratioReturn relative to average drawdown | 8.12 | 2.51 | +5.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDEIX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.66 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.56 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.78 | -0.27 |
Correlation
The correlation between FDEIX and FSPGX is 0.79, 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
FDEIX vs. FSPGX - Dividend Comparison
FDEIX's dividend yield for the trailing twelve months is around 10.83%, more than FSPGX's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEIX Fidelity Advisor Capital Development Fund Class I | 10.83% | 10.28% | 8.81% | 4.21% | 5.46% | 5.49% | 4.32% | 7.30% | 15.57% | 5.32% | 2.82% | 5.75% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FDEIX vs. FSPGX - Drawdown Comparison
The maximum FDEIX drawdown since its inception was -57.82%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FDEIX and FSPGX.
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Drawdown Indicators
| FDEIX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -32.66% | -25.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.44% | -16.17% | +3.73% |
Max Drawdown (5Y)Largest decline over 5 years | -21.81% | -32.66% | +10.85% |
Max Drawdown (10Y)Largest decline over 10 years | -36.61% | — | — |
Current DrawdownCurrent decline from peak | -9.64% | -16.17% | +6.53% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -6.43% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 4.63% | -1.93% |
Volatility
FDEIX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Capital Development Fund Class I (FDEIX) is 4.45%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.33%. This indicates that FDEIX 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.
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Volatility by Period
| FDEIX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 5.33% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 11.79% | -2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.44% | 22.32% | -3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 21.46% | -3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 21.63% | -2.82% |