FDTZX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class M (FDTZX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FDTZX is managed by Fidelity. It was launched on Jul 12, 2005. FSPGX is managed by Fidelity.
Performance
FDTZX vs. FSPGX - Performance Comparison
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FDTZX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDTZX Fidelity Advisor Capital Development Fund Class M | -2.10% | 26.82% | 26.26% | 23.23% | -8.72% | 24.45% | 8.28% | 30.31% | -9.87% | 15.13% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 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, FDTZX achieves a -2.10% return, which is significantly higher than FSPGX's -9.77% return.
FDTZX
- 1D
- 3.24%
- 1M
- -5.29%
- YTD
- -2.10%
- 6M
- 2.74%
- 1Y
- 26.73%
- 3Y*
- 21.98%
- 5Y*
- 14.18%
- 10Y*
- 14.25%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
- —
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FDTZX vs. FSPGX - Expense Ratio Comparison
FDTZX has a 1.33% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FDTZX vs. FSPGX — Risk / Return Rank
FDTZX
FSPGX
FDTZX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class M (FDTZX) 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.
| FDTZX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.84 | +0.64 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.36 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.17 | +1.06 |
Martin ratioReturn relative to average drawdown | 10.07 | 4.02 | +6.05 |
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
| FDTZX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.84 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.58 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.80 | -0.32 |
Correlation
The correlation between FDTZX 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
FDTZX vs. FSPGX - Dividend Comparison
FDTZX's dividend yield for the trailing twelve months is around 11.28%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTZX Fidelity Advisor Capital Development Fund Class M | 11.28% | 11.04% | 9.30% | 4.11% | 5.35% | 5.32% | 4.07% | 7.18% | 15.77% | 5.66% | 2.35% | 5.37% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FDTZX vs. FSPGX - Drawdown Comparison
The maximum FDTZX drawdown since its inception was -58.26%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FDTZX and FSPGX.
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Drawdown Indicators
| FDTZX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.26% | -32.66% | -25.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -16.17% | +3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -32.66% | +10.53% |
Max Drawdown (10Y)Largest decline over 10 years | -36.66% | — | — |
Current DrawdownCurrent decline from peak | -6.78% | -13.03% | +6.25% |
Average DrawdownAverage peak-to-trough decline | -8.67% | -6.43% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 4.70% | -1.95% |
Volatility
FDTZX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Capital Development Fund Class M (FDTZX) is 5.74%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.71%. This indicates that FDTZX 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
| FDTZX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 6.71% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 12.37% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.64% | 22.58% | -3.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 21.52% | -3.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 21.66% | -2.78% |