FGIKX vs. FSPGX
Compare and contrast key facts about Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FGIKX is managed by Fidelity. It was launched on May 9, 2008. FSPGX is managed by Fidelity.
Performance
FGIKX vs. FSPGX - Performance Comparison
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FGIKX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | -0.45% | 19.16% | 19.57% | 18.75% | -4.88% | 25.95% | 8.09% | 30.39% | -8.88% | 15.94% |
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, FGIKX achieves a -0.45% return, which is significantly higher than FSPGX's -9.77% return.
FGIKX
- 1D
- 2.62%
- 1M
- -4.80%
- YTD
- -0.45%
- 6M
- 1.05%
- 1Y
- 18.55%
- 3Y*
- 17.07%
- 5Y*
- 12.33%
- 10Y*
- 13.44%
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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FGIKX vs. FSPGX - Expense Ratio Comparison
FGIKX has a 0.49% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FGIKX vs. FSPGX — Risk / Return Rank
FGIKX
FSPGX
FGIKX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio Class K (FGIKX) 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.
| FGIKX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.84 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.36 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.17 | +0.31 |
Martin ratioReturn relative to average drawdown | 6.74 | 4.02 | +2.73 |
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
| FGIKX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.84 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.58 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.80 | -0.38 |
Correlation
The correlation between FGIKX and FSPGX is 0.76, 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
FGIKX vs. FSPGX - Dividend Comparison
FGIKX's dividend yield for the trailing twelve months is around 7.78%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | 7.78% | 7.74% | 4.66% | 4.03% | 3.52% | 6.11% | 3.71% | 2.94% | 3.51% | 1.63% | 1.92% | 2.23% |
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
FGIKX vs. FSPGX - Drawdown Comparison
The maximum FGIKX drawdown since its inception was -62.07%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FGIKX and FSPGX.
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Drawdown Indicators
| FGIKX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.07% | -32.66% | -29.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -16.17% | +4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -32.66% | +13.46% |
Max Drawdown (10Y)Largest decline over 10 years | -35.61% | — | — |
Current DrawdownCurrent decline from peak | -5.93% | -13.03% | +7.10% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -6.43% | -4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 4.70% | -2.07% |
Volatility
FGIKX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Growth & Income Portfolio Class K (FGIKX) is 4.73%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.71%. This indicates that FGIKX 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
| FGIKX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 6.71% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 12.37% | -3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 22.58% | -5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.63% | 21.52% | -5.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.51% | 21.66% | -4.15% |