FGLGX vs. FCTDX
FGLGX (Fidelity Series Large Cap Stock Fund) and FCTDX (Strategic Advisers Fidelity U.S. Total Stock Fund) are both Large Cap Blend Equities funds from Fidelity. Both are actively managed. Over the past 5 years, FGLGX returned 17.30%/yr vs 12.15%/yr for FCTDX. Their correlation of 0.90 means they have usually moved in the same direction. FGLGX charges 0.00%/yr vs 0.61%/yr for FCTDX.
Performance
FGLGX vs. FCTDX - Performance Comparison
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Returns By Period
In the year-to-date period, FGLGX achieves a 11.16% return, which is significantly lower than FCTDX's 12.81% return.
FGLGX
- 1D
- 1.85%
- 1M
- 0.00%
- 6M
- 7.61%
- YTD
- 11.16%
- 1Y
- 24.53%
- 3Y*
- 23.85%
- 5Y*
- 17.30%
- 10Y*
- 16.28%
- ALL TIME*
- 15.04%
FCTDX
- 1D
- 1.57%
- 1M
- -0.66%
- 6M
- 9.69%
- YTD
- 12.81%
- 1Y
- 22.60%
- 3Y*
- 19.08%
- 5Y*
- 12.15%
- 10Y*
- —
- ALL TIME*
- 14.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FGLGX vs. FCTDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | 11.16% | 28.57% | 27.45% | 24.80% | -7.23% | 26.53% | 10.01% | 32.37% | -5.84% |
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 12.81% | 15.63% | 23.13% | 26.72% | -17.93% | 25.40% | 22.20% | 29.99% | -5.32% |
Correlation
The correlation between FGLGX and FCTDX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2018 | 0.90 |
The correlation between FGLGX and FCTDX shifts across timeframes, from 0.79 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FGLGX vs. FCTDX — Risk / Return Rank
FGLGX
FCTDX
FGLGX vs. FCTDX - Risk-Adjusted Trends 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.
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 | FCTDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.92 | -0.56 |
| Martin ratioReturn relative to average drawdown | 10.54 | 13.57 | -3.03 |
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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.
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Drawdown Indicators
| FGLGX | FCTDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.42% | -34.51% | -1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | -8.96% | -0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -18.75% | -19.08% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -21.21% | -24.92% | +3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | — | — |
Current DrawdownCurrent decline from peak | -1.03% | -1.43% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -3.75% | -5.11% | +1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 1.86% | +0.26% |
Volatility
FGLGX vs. FCTDX - Volatility Comparison
Fidelity Series Large Cap Stock Fund (FGLGX) has a higher volatility of 3.41% compared to Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) at 3.20%. This indicates that FGLGX's price experiences larger fluctuations and is considered to be riskier than FCTDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGLGX | FCTDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.20% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 10.77% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.02% | 13.65% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 17.59% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 19.58% | -1.27% |
FGLGX vs. FCTDX - Expense Ratio Comparison
FGLGX has a 0.00% expense ratio, which is lower than FCTDX's 0.61% expense ratio.
Dividends
FGLGX vs. FCTDX - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 8.85%, more than FCTDX's 5.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 5.64% | 1.90% | 4.33% | 2.26% | 5.75% | 7.90% | 2.73% | 2.89% | 2.38% | 0.00% | 0.00% | 0.00% |
FGLGX Fidelity Series Large Cap Stock Fund | 8.85% | 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 FCTDX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FGLGX has higher volatility (3.41%) compared to FCTDX (3.20%). In terms of maximum drawdown, FGLGX dropped -36.42% vs FCTDX's -34.51%.
FCTDX currently has the higher Sharpe Ratio (1.92 vs 1.71), 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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