FFIDX vs. SWLSX
Compare and contrast key facts about Fidelity Fund (FFIDX) and Schwab Large-Cap Growth Fund™ (SWLSX).
FFIDX is managed by Fidelity. It was launched on Apr 30, 1930. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
FFIDX vs. SWLSX - Performance Comparison
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FFIDX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | -9.36% | 20.04% | 27.13% | 30.93% | -25.88% | 33.22% | 26.43% | 33.46% | -5.31% | 23.28% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, FFIDX achieves a -9.36% return, which is significantly higher than SWLSX's -12.73% return. Both investments have delivered pretty close results over the past 10 years, with FFIDX having a 14.09% annualized return and SWLSX not far behind at 14.02%.
FFIDX
- 1D
- -0.04%
- 1M
- -7.66%
- YTD
- -9.36%
- 6M
- -5.63%
- 1Y
- 18.26%
- 3Y*
- 18.29%
- 5Y*
- 11.53%
- 10Y*
- 14.09%
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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FFIDX vs. SWLSX - Expense Ratio Comparison
FFIDX has a 0.45% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
FFIDX vs. SWLSX — Risk / Return Rank
FFIDX
SWLSX
FFIDX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund (FFIDX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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.
| FFIDX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.69 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.14 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.16 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.78 | +0.51 |
Martin ratioReturn relative to average drawdown | 5.30 | 2.74 | +2.56 |
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
| FFIDX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.69 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.55 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.68 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.51 | -0.05 |
Correlation
The correlation between FFIDX and SWLSX is 0.96, 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
FFIDX vs. SWLSX - Dividend Comparison
FFIDX's dividend yield for the trailing twelve months is around 1.30%, less than SWLSX's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | 1.30% | 1.18% | 0.00% | 2.41% | 0.67% | 4.60% | 2.71% | 5.41% | 7.40% | 11.12% | 7.01% | 5.48% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
FFIDX vs. SWLSX - Drawdown Comparison
The maximum FFIDX drawdown since its inception was -55.35%, which is greater than SWLSX's maximum drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for FFIDX and SWLSX.
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Drawdown Indicators
| FFIDX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.35% | -49.89% | -5.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.01% | -16.17% | +4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -30.33% | -31.32% | +0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -30.66% | -31.32% | +0.66% |
Current DrawdownCurrent decline from peak | -10.87% | -16.17% | +5.30% |
Average DrawdownAverage peak-to-trough decline | -11.89% | -7.98% | -3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 4.57% | -1.67% |
Volatility
FFIDX vs. SWLSX - Volatility Comparison
The current volatility for Fidelity Fund (FFIDX) is 4.37%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that FFIDX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFIDX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 5.73% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 12.41% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 22.60% | -3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 20.97% | -1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 20.76% | -1.38% |