FDSVX vs. SWLGX
Compare and contrast key facts about Fidelity Growth Discovery Fund (FDSVX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
FDSVX is managed by Fidelity. It was launched on Mar 31, 1998. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSVX or SWLGX.
Correlation
The correlation between FDSVX and SWLGX is 0.97, 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
FDSVX vs. SWLGX - Performance Comparison
Key characteristics
FDSVX:
0.88
SWLGX:
1.97
FDSVX:
1.18
SWLGX:
2.57
FDSVX:
1.18
SWLGX:
1.35
FDSVX:
1.01
SWLGX:
2.65
FDSVX:
2.45
SWLGX:
10.06
FDSVX:
6.71%
SWLGX:
3.46%
FDSVX:
18.76%
SWLGX:
17.69%
FDSVX:
-59.06%
SWLGX:
-33.28%
FDSVX:
-8.33%
SWLGX:
-2.75%
Returns By Period
In the year-to-date period, FDSVX achieves a 2.43% return, which is significantly higher than SWLGX's 1.35% return.
FDSVX
2.43%
-0.54%
-4.03%
13.30%
8.63%
10.54%
SWLGX
1.35%
1.01%
12.83%
33.02%
17.87%
N/A
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FDSVX vs. SWLGX - Expense Ratio Comparison
FDSVX has a 0.77% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
FDSVX vs. SWLGX — Risk-Adjusted Performance Rank
FDSVX
SWLGX
FDSVX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Discovery Fund (FDSVX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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
FDSVX vs. SWLGX - Dividend Comparison
FDSVX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.52%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSVX Fidelity Growth Discovery Fund | 0.00% | 0.00% | 0.05% | 0.02% | 0.24% | 0.03% | 0.05% | 0.20% | 0.15% | 0.09% | 0.23% | 0.19% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDSVX vs. SWLGX - Drawdown Comparison
The maximum FDSVX drawdown since its inception was -59.06%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for FDSVX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
FDSVX vs. SWLGX - Volatility Comparison
Fidelity Growth Discovery Fund (FDSVX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX) have volatilities of 6.47% and 6.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.