FGLGX vs. PGOYX
Compare and contrast key facts about Fidelity Series Large Cap Stock Fund (FGLGX) and Putnam Large Cap Growth Y (PGOYX).
FGLGX is managed by Fidelity. It was launched on Dec 6, 2012. PGOYX is managed by Putnam. It was launched on Aug 27, 1999.
Performance
FGLGX vs. PGOYX - Performance Comparison
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FGLGX vs. PGOYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGLGX Fidelity Series Large Cap Stock Fund | -1.65% | 28.57% | 27.45% | 24.80% | -7.23% | 26.53% | 10.01% | 32.37% | -8.95% | 16.64% |
PGOYX Putnam Large Cap Growth Y | -9.67% | 14.56% | 33.58% | 44.57% | -30.25% | 22.95% | 38.79% | 36.76% | 2.58% | 31.29% |
Returns By Period
In the year-to-date period, FGLGX achieves a -1.65% return, which is significantly higher than PGOYX's -9.67% return. Over the past 10 years, FGLGX has underperformed PGOYX with an annualized return of 15.52%, while PGOYX has yielded a comparatively higher 16.81% annualized 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%
PGOYX
- 1D
- 3.70%
- 1M
- -5.89%
- YTD
- -9.67%
- 6M
- -9.44%
- 1Y
- 14.92%
- 3Y*
- 20.52%
- 5Y*
- 11.05%
- 10Y*
- 16.81%
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FGLGX vs. PGOYX - Expense Ratio Comparison
FGLGX has a 0.00% expense ratio, which is lower than PGOYX's 0.65% expense ratio.
Return for Risk
FGLGX vs. PGOYX — Risk / Return Rank
FGLGX
PGOYX
FGLGX vs. PGOYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Stock Fund (FGLGX) and Putnam Large Cap Growth Y (PGOYX). 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 | PGOYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 0.71 | +0.88 |
Sortino ratioReturn per unit of downside risk | 2.24 | 1.18 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.17 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 0.98 | +1.46 |
Martin ratioReturn relative to average drawdown | 11.13 | 3.34 | +7.79 |
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 | PGOYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 0.71 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.51 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.80 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.32 | +0.51 |
Correlation
The correlation between FGLGX and PGOYX is 0.80, 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.
Dividends
FGLGX vs. PGOYX - Dividend Comparison
FGLGX's dividend yield for the trailing twelve months is around 10.00%, more than PGOYX's 5.79% 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% |
PGOYX Putnam Large Cap Growth Y | 5.79% | 5.23% | 4.25% | 0.46% | 7.30% | 8.55% | 3.12% | 3.65% | 7.92% | 2.05% | 0.02% | 5.78% |
Drawdowns
FGLGX vs. PGOYX - Drawdown Comparison
The maximum FGLGX drawdown since its inception was -36.42%, smaller than the maximum PGOYX drawdown of -76.03%. Use the drawdown chart below to compare losses from any high point for FGLGX and PGOYX.
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Drawdown Indicators
| FGLGX | PGOYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.42% | -76.03% | +39.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -16.34% | +4.15% |
Max Drawdown (5Y)Largest decline over 5 years | -21.21% | -34.01% | +12.80% |
Max Drawdown (10Y)Largest decline over 10 years | -36.42% | -34.01% | -2.41% |
Current DrawdownCurrent decline from peak | -6.55% | -13.24% | +6.69% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -31.72% | +27.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 4.78% | -2.11% |
Volatility
FGLGX vs. PGOYX - Volatility Comparison
The current volatility for Fidelity Series Large Cap Stock Fund (FGLGX) is 5.66%, while Putnam Large Cap Growth Y (PGOYX) has a volatility of 6.88%. This indicates that FGLGX experiences smaller price fluctuations and is considered to be less risky than PGOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGLGX | PGOYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 6.88% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 12.72% | -2.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.44% | 22.41% | -3.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 21.68% | -4.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 21.15% | -2.77% |