FFRTX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FFRTX is managed by Fidelity. It was launched on Aug 16, 2000. FSPGX is managed by Fidelity.
Performance
FFRTX vs. FSPGX - Performance Comparison
Loading graphics...
FFRTX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFRTX Fidelity Advisor Floating Rate High Income Fund Class M | -0.66% | 5.16% | 6.95% | 11.37% | -1.77% | 4.73% | 1.36% | 8.29% | -0.21% | 3.50% |
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, FFRTX achieves a -0.66% return, which is significantly higher than FSPGX's -13.03% return.
FFRTX
- 1D
- 0.00%
- 1M
- 0.11%
- YTD
- -0.66%
- 6M
- 0.53%
- 1Y
- 4.26%
- 3Y*
- 6.50%
- 5Y*
- 4.76%
- 10Y*
- 4.61%
FSPGX
- 1D
- -0.45%
- 1M
- -8.63%
- YTD
- -13.03%
- 6M
- -12.06%
- 1Y
- 14.49%
- 3Y*
- 19.68%
- 5Y*
- 11.91%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FFRTX vs. FSPGX - Expense Ratio Comparison
FFRTX has a 0.99% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FFRTX vs. FSPGX — Risk / Return Rank
FFRTX
FSPGX
FFRTX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) 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.
| FFRTX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.66 | +0.79 |
Sortino ratioReturn per unit of downside risk | 2.01 | 1.10 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.15 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.72 | +0.88 |
Martin ratioReturn relative to average drawdown | 7.56 | 2.51 | +5.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FFRTX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.66 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.74 | 0.56 | +1.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.13 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.15 | 0.78 | +0.37 |
Correlation
The correlation between FFRTX and FSPGX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FFRTX vs. FSPGX - Dividend Comparison
FFRTX's dividend yield for the trailing twelve months is around 6.48%, more than FSPGX's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFRTX Fidelity Advisor Floating Rate High Income Fund Class M | 6.48% | 7.12% | 6.70% | 7.25% | 3.57% | 2.47% | 3.54% | 4.84% | 4.41% | 3.76% | 4.04% | 3.34% |
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
FFRTX vs. FSPGX - Drawdown Comparison
The maximum FFRTX drawdown since its inception was -22.24%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FFRTX and FSPGX.
Loading graphics...
Drawdown Indicators
| FFRTX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.24% | -32.66% | +10.42% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -16.17% | +13.43% |
Max Drawdown (5Y)Largest decline over 5 years | -6.01% | -32.66% | +26.65% |
Max Drawdown (10Y)Largest decline over 10 years | -22.24% | — | — |
Current DrawdownCurrent decline from peak | -0.88% | -16.17% | +15.29% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -6.43% | +5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 4.63% | -4.03% |
Volatility
FFRTX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Floating Rate High Income Fund Class M (FFRTX) is 0.71%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.33%. This indicates that FFRTX 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.
Loading graphics...
Volatility by Period
| FFRTX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.71% | 5.33% | -4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 1.64% | 11.79% | -10.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.24% | 22.32% | -19.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 21.46% | -18.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.08% | 21.63% | -17.55% |