FGLGX vs. FCTDX
Compare and contrast key facts about Fidelity Series Large Cap Stock Fund (FGLGX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX).
FGLGX is managed by Fidelity. It was launched on Dec 6, 2012. FCTDX is managed by Fidelity. It was launched on Mar 20, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGLGX or FCTDX.
Key characteristics
| FGLGX | FCTDX | |
|---|---|---|
| YTD Return | 23.63% | 25.60% |
| 1Y Return | 29.16% | 33.43% |
| 3Y Return (Ann) | 8.79% | 8.93% |
| 5Y Return (Ann) | 11.74% | 15.68% |
| Sharpe Ratio | 2.33 | 2.68 |
| Sortino Ratio | 3.03 | 3.63 |
| Omega Ratio | 1.44 | 1.50 |
| Calmar Ratio | 3.07 | 3.95 |
| Martin Ratio | 11.02 | 17.37 |
| Ulcer Index | 2.68% | 1.93% |
| Daily Std Dev | 12.70% | 12.49% |
| Max Drawdown | -36.42% | -34.51% |
| Current Drawdown | -1.40% | -1.25% |
Correlation
The correlation between FGLGX and FCTDX is 0.92, 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.
Performance
FGLGX vs. FCTDX - Performance Comparison
In the year-to-date period, FGLGX achieves a 23.63% return, which is significantly lower than FCTDX's 25.60% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGLGX vs. FCTDX - Expense Ratio Comparison
FGLGX has a 0.00% expense ratio, which is lower than FCTDX's 0.61% expense ratio.
Risk-Adjusted Performance
FGLGX vs. FCTDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Stock Fund (FGLGX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX). 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.
Dividends
FGLGX vs. FCTDX - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 1.47%, more than FCTDX's 0.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | 1.47% | 1.83% | 1.98% | 2.46% | 5.31% | 2.40% | 2.82% | 1.82% | 1.69% | 5.25% | 4.77% | 3.64% |
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 0.94% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FGLGX vs. FCTDX - Drawdown Comparison
The maximum FGLGX drawdown since its inception was -36.42%, which is greater than FCTDX's maximum drawdown of -34.51%. Use the drawdown chart below to compare losses from any high point for FGLGX and FCTDX. For additional features, visit the drawdowns tool.
Volatility
FGLGX vs. FCTDX - Volatility Comparison
Fidelity Series Large Cap Stock Fund (FGLGX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) have volatilities of 3.74% and 3.87%, 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.