FGLGX vs. FGRTX
Compare and contrast key facts about Fidelity Series Large Cap Stock Fund (FGLGX) and Fidelity Mega Cap Stock Fund (FGRTX).
FGLGX is managed by Fidelity. It was launched on Dec 6, 2012. FGRTX is managed by Fidelity. It was launched on Dec 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGLGX or FGRTX.
Key characteristics
| FGLGX | FGRTX | |
|---|---|---|
| YTD Return | 23.63% | 27.69% |
| 1Y Return | 29.16% | 35.23% |
| 3Y Return (Ann) | 8.79% | 13.49% |
| 5Y Return (Ann) | 11.74% | 17.09% |
| 10Y Return (Ann) | 8.81% | 13.13% |
| Sharpe Ratio | 2.33 | 3.10 |
| Sortino Ratio | 3.03 | 4.17 |
| Omega Ratio | 1.44 | 1.59 |
| Calmar Ratio | 3.07 | 4.34 |
| Martin Ratio | 11.02 | 22.12 |
| Ulcer Index | 2.68% | 1.61% |
| Daily Std Dev | 12.70% | 11.50% |
| Max Drawdown | -36.42% | -57.06% |
| Current Drawdown | -1.40% | -1.02% |
Correlation
The correlation between FGLGX and FGRTX is 0.98, 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. FGRTX - Performance Comparison
In the year-to-date period, FGLGX achieves a 23.63% return, which is significantly lower than FGRTX's 27.69% return. Over the past 10 years, FGLGX has underperformed FGRTX with an annualized return of 8.81%, while FGRTX has yielded a comparatively higher 13.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FGLGX vs. FGRTX - Expense Ratio Comparison
FGLGX has a 0.00% expense ratio, which is lower than FGRTX's 0.61% expense ratio.
Risk-Adjusted Performance
FGLGX vs. FGRTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Stock Fund (FGLGX) and Fidelity Mega Cap Stock Fund (FGRTX). 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. FGRTX - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 1.47%, more than FGRTX's 0.95% 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% |
FGRTX Fidelity Mega Cap Stock Fund | 0.95% | 1.06% | 1.34% | 1.76% | 2.87% | 2.01% | 2.22% | 1.57% | 1.48% | 4.07% | 5.39% | 3.20% |
Drawdowns
FGLGX vs. FGRTX - Drawdown Comparison
The maximum FGLGX drawdown since its inception was -36.42%, smaller than the maximum FGRTX drawdown of -57.06%. Use the drawdown chart below to compare losses from any high point for FGLGX and FGRTX. For additional features, visit the drawdowns tool.
Volatility
FGLGX vs. FGRTX - Volatility Comparison
Fidelity Series Large Cap Stock Fund (FGLGX) has a higher volatility of 3.74% compared to Fidelity Mega Cap Stock Fund (FGRTX) at 3.46%. This indicates that FGLGX's price experiences larger fluctuations and is considered to be riskier than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.