FGLGX vs. AVGO
FGLGX (Fidelity Series Large Cap Stock Fund) is Large Cap Blend Equities fund managed by Fidelity, while AVGO (Broadcom Inc.) is a stock. Over the past 10 years, FGLGX returned 16.52%/yr vs 40.96%/yr for AVGO. A 0.58 correlation means they provide meaningful diversification when combined.
Performance
FGLGX vs. AVGO - Performance Comparison
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Returns By Period
In the year-to-date period, FGLGX achieves a 8.54% return, which is significantly lower than AVGO's 10.62% return. Over the past 10 years, FGLGX has underperformed AVGO with an annualized return of 16.52%, while AVGO has yielded a comparatively higher 40.96% annualized return.
FGLGX
- 1D
- 1.76%
- 1M
- -0.34%
- YTD
- 8.54%
- 6M
- 9.81%
- 1Y
- 28.32%
- 3Y*
- 25.62%
- 5Y*
- 16.55%
- 10Y*
- 16.52%
AVGO
- 1D
- -0.91%
- 1M
- -8.33%
- YTD
- 10.62%
- 6M
- 6.58%
- 1Y
- 50.41%
- 3Y*
- 67.17%
- 5Y*
- 55.09%
- 10Y*
- 40.96%
FGLGX vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | 8.54% | 28.57% | 27.45% | 24.80% | -7.23% | 26.53% | 10.01% | 32.37% | -8.95% | 16.64% |
AVGO Broadcom Inc. | 10.62% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between FGLGX and AVGO is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2012 | 0.58 |
The correlation between FGLGX and AVGO has been stable across timeframes, ranging from 0.57 to 0.62 - a consistent structural relationship.
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Return for Risk
FGLGX vs. AVGO — Risk / Return Rank
FGLGX
AVGO
FGLGX vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Stock Fund (FGLGX) and Broadcom Inc. (AVGO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FGLGX | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.22 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 1.77 | +1.26 |
| Martin ratioReturn relative to average drawdown | 13.68 | 4.11 | +9.57 |
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Drawdowns
FGLGX vs. AVGO - Drawdown Comparison
The maximum FGLGX drawdown since its inception was -36.42%, smaller than the maximum AVGO drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for FGLGX and AVGO.
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Drawdown Indicators
| FGLGX | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.42% | -48.30% | +11.88% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | -28.67% | +19.24% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -41.15% | +22.40% |
Max Drawdown (5Y)Largest decline over 5 years | -21.21% | -41.15% | +19.94% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | -48.30% | +11.88% |
Current DrawdownCurrent decline from peak | -1.66% | -20.66% | +19.00% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -7.98% | +4.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 12.30% | -10.22% |
Volatility
FGLGX vs. AVGO - Volatility Comparison
The current volatility for Fidelity Series Large Cap Stock Fund (FGLGX) is 4.11%, while Broadcom Inc. (AVGO) has a volatility of 20.53%. This indicates that FGLGX experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGLGX | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 20.53% | -16.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 35.04% | -25.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.71% | 45.57% | -32.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.96% | 43.39% | -26.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 39.52% | -21.13% |
Dividends
FGLGX vs. AVGO - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 9.06%, more than AVGO's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.65% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
FGLGX Fidelity Series Large Cap Stock Fund | 9.06% | 9.84% | 7.99% | 5.29% | 6.55% | 9.22% | 5.36% | 7.25% | 12.29% | 4.61% | 1.69% | 5.94% |
Frequently Asked Questions
FGLGX and AVGO have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVGO has higher volatility (20.53%) compared to FGLGX (4.11%). In terms of maximum drawdown, FGLGX dropped -36.42% vs AVGO's -48.30%.
FGLGX currently has the higher Sharpe Ratio (2.25 vs 1.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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