FGLGX vs. GDE
Compare and contrast key facts about Fidelity Series Large Cap Stock Fund (FGLGX) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE).
FGLGX is managed by Fidelity. It was launched on Dec 6, 2012. GDE is an actively managed fund by WisdomTree. It was launched on Mar 15, 2022.
Performance
FGLGX vs. GDE - Performance Comparison
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FGLGX vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | -1.65% | 28.57% | 27.45% | 24.80% | -6.44% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.73% | 73.76% | 44.79% | 33.85% | -18.67% |
Returns By Period
In the year-to-date period, FGLGX achieves a -1.65% return, which is significantly lower than GDE's 3.73% return.
FGLGX
- 1D
- 3.18%
- 1M
- -5.16%
- YTD
- -1.65%
- 6M
- 3.44%
- 1Y
- 28.70%
- 3Y*
- 23.50%
- 5Y*
- 15.75%
- 10Y*
- 15.52%
GDE
- 1D
- 1.62%
- 1M
- -13.97%
- YTD
- 3.73%
- 6M
- 15.80%
- 1Y
- 62.68%
- 3Y*
- 44.97%
- 5Y*
- —
- 10Y*
- —
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FGLGX vs. GDE - Expense Ratio Comparison
FGLGX has a 0.00% expense ratio, which is lower than GDE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FGLGX vs. GDE — Risk / Return Rank
FGLGX
GDE
FGLGX vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Stock Fund (FGLGX) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). 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.
| FGLGX | GDE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 1.95 | -0.36 |
Sortino ratioReturn per unit of downside risk | 2.24 | 2.47 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.77 | -0.34 |
Martin ratioReturn relative to average drawdown | 11.13 | 10.77 | +0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGLGX | GDE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 1.95 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 1.13 | -0.30 |
Correlation
The correlation between FGLGX and GDE is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FGLGX vs. GDE - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 10.00%, more than GDE's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | 10.00% | 9.84% | 7.99% | 5.29% | 6.55% | 9.22% | 5.36% | 7.25% | 12.29% | 4.61% | 1.69% | 5.94% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.16% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FGLGX vs. GDE - Drawdown Comparison
The maximum FGLGX drawdown since its inception was -36.42%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for FGLGX and GDE.
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Drawdown Indicators
| FGLGX | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.42% | -32.01% | -4.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -22.66% | +10.47% |
Max Drawdown (5Y)Largest decline over 5 years | -21.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | — | — |
Current DrawdownCurrent decline from peak | -6.55% | -16.07% | +9.52% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -7.75% | +3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 5.84% | -3.17% |
Volatility
FGLGX vs. GDE - Volatility Comparison
The current volatility for Fidelity Series Large Cap Stock Fund (FGLGX) is 5.66%, while WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a volatility of 12.02%. This indicates that FGLGX experiences smaller price fluctuations and is considered to be less risky than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGLGX | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 12.02% | -6.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 25.26% | -15.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.44% | 32.25% | -13.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 26.19% | -9.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 26.19% | -7.81% |