FGBPX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Investment Grade Bond Fund Class I (FGBPX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FGBPX is managed by Fidelity. It was launched on Aug 27, 2002. FSPGX is managed by Fidelity.
Performance
FGBPX vs. FSPGX - Performance Comparison
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FGBPX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGBPX Fidelity Advisor Investment Grade Bond Fund Class I | -0.23% | 7.16% | 0.89% | 6.08% | -14.07% | -1.15% | 9.99% | 9.63% | -0.39% | 3.72% |
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, FGBPX achieves a -0.23% return, which is significantly higher than FSPGX's -9.77% return.
FGBPX
- 1D
- 0.14%
- 1M
- -1.63%
- YTD
- -0.23%
- 6M
- 0.34%
- 1Y
- 3.58%
- 3Y*
- 3.44%
- 5Y*
- 0.07%
- 10Y*
- 2.16%
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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FGBPX vs. FSPGX - Expense Ratio Comparison
FGBPX has a 0.49% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FGBPX vs. FSPGX — Risk / Return Rank
FGBPX
FSPGX
FGBPX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Investment Grade Bond Fund Class I (FGBPX) 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.
| FGBPX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.84 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.36 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.17 | +0.39 |
Martin ratioReturn relative to average drawdown | 4.44 | 4.02 | +0.43 |
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
| FGBPX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.84 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.58 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.80 | -0.28 |
Correlation
The correlation between FGBPX and FSPGX is 0.04, 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
FGBPX vs. FSPGX - Dividend Comparison
FGBPX's dividend yield for the trailing twelve months is around 3.53%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGBPX Fidelity Advisor Investment Grade Bond Fund Class I | 3.53% | 3.83% | 3.29% | 3.19% | 1.92% | 1.32% | 4.76% | 2.71% | 2.82% | 2.12% | 2.67% | 2.61% |
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
FGBPX vs. FSPGX - Drawdown Comparison
The maximum FGBPX drawdown since its inception was -18.75%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FGBPX and FSPGX.
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Drawdown Indicators
| FGBPX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.75% | -32.66% | +13.91% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -16.17% | +13.29% |
Max Drawdown (5Y)Largest decline over 5 years | -18.75% | -32.66% | +13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -18.75% | — | — |
Current DrawdownCurrent decline from peak | -2.85% | -13.03% | +10.18% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -6.43% | +1.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 4.70% | -3.69% |
Volatility
FGBPX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Investment Grade Bond Fund Class I (FGBPX) is 1.55%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.71%. This indicates that FGBPX 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
| FGBPX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 6.71% | -5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 12.37% | -9.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.58% | 22.58% | -18.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.97% | 21.52% | -15.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 21.66% | -16.68% |