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FGIRX vs. FLCSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FGIRX and FLCSX is 0.97, 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.


-0.50.00.51.01.0

Performance

FGIRX vs. FLCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Growth & Income Fund Class A (FGIRX) and Fidelity Large Cap Stock Fund (FLCSX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.10%
7.05%
FGIRX
FLCSX

Key characteristics

Sharpe Ratio

FGIRX:

1.98

FLCSX:

1.94

Sortino Ratio

FGIRX:

2.76

FLCSX:

2.62

Omega Ratio

FGIRX:

1.37

FLCSX:

1.37

Calmar Ratio

FGIRX:

3.10

FLCSX:

2.95

Martin Ratio

FGIRX:

13.36

FLCSX:

13.66

Ulcer Index

FGIRX:

1.63%

FLCSX:

1.72%

Daily Std Dev

FGIRX:

11.00%

FLCSX:

12.10%

Max Drawdown

FGIRX:

-56.33%

FLCSX:

-65.69%

Current Drawdown

FGIRX:

-3.93%

FLCSX:

-5.01%

Returns By Period

The year-to-date returns for both investments are quite close, with FGIRX having a 21.68% return and FLCSX slightly higher at 21.82%. Over the past 10 years, FGIRX has underperformed FLCSX with an annualized return of 6.49%, while FLCSX has yielded a comparatively higher 8.75% annualized return.


FGIRX

YTD

21.68%

1M

-2.08%

6M

7.10%

1Y

20.65%

5Y*

10.24%

10Y*

6.49%

FLCSX

YTD

21.82%

1M

-2.99%

6M

7.05%

1Y

22.25%

5Y*

11.84%

10Y*

8.75%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FGIRX vs. FLCSX - Expense Ratio Comparison

FGIRX has a 0.92% expense ratio, which is higher than FLCSX's 0.54% expense ratio.


FGIRX
Fidelity Advisor Growth & Income Fund Class A
Expense ratio chart for FGIRX: current value at 0.92% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.92%
Expense ratio chart for FLCSX: current value at 0.54% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.54%

Risk-Adjusted Performance

FGIRX vs. FLCSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class A (FGIRX) and Fidelity Large Cap Stock Fund (FLCSX). 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.


Sharpe ratio
The chart of Sharpe ratio for FGIRX, currently valued at 1.98, compared to the broader market-1.000.001.002.003.004.001.981.94
The chart of Sortino ratio for FGIRX, currently valued at 2.76, compared to the broader market-2.000.002.004.006.008.0010.002.762.62
The chart of Omega ratio for FGIRX, currently valued at 1.37, compared to the broader market0.501.001.502.002.503.003.501.371.37
The chart of Calmar ratio for FGIRX, currently valued at 3.10, compared to the broader market0.002.004.006.008.0010.0012.0014.003.102.95
The chart of Martin ratio for FGIRX, currently valued at 13.36, compared to the broader market0.0020.0040.0060.0013.3613.66
FGIRX
FLCSX

The current FGIRX Sharpe Ratio is 1.98, which is comparable to the FLCSX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of FGIRX and FLCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.98
1.94
FGIRX
FLCSX

Dividends

FGIRX vs. FLCSX - Dividend Comparison

FGIRX's dividend yield for the trailing twelve months is around 1.07%, more than FLCSX's 0.24% yield.


TTM20232022202120202019201820172016201520142013
FGIRX
Fidelity Advisor Growth & Income Fund Class A
1.07%1.31%1.30%1.63%1.75%1.76%2.09%1.25%1.53%1.99%9.80%1.28%
FLCSX
Fidelity Large Cap Stock Fund
0.24%1.07%1.28%1.83%1.84%1.85%2.07%1.14%1.40%6.15%0.94%0.78%

Drawdowns

FGIRX vs. FLCSX - Drawdown Comparison

The maximum FGIRX drawdown since its inception was -56.33%, smaller than the maximum FLCSX drawdown of -65.69%. Use the drawdown chart below to compare losses from any high point for FGIRX and FLCSX. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.93%
-5.01%
FGIRX
FLCSX

Volatility

FGIRX vs. FLCSX - Volatility Comparison

Fidelity Advisor Growth & Income Fund Class A (FGIRX) and Fidelity Large Cap Stock Fund (FLCSX) have volatilities of 3.26% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.26%
3.23%
FGIRX
FLCSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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