FGRCX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FGRCX is managed by Fidelity. It was launched on Feb 5, 2008. FSPGX is managed by Fidelity.
Performance
FGRCX vs. FSPGX - Performance Comparison
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FGRCX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGRCX Fidelity Advisor Mega Cap Stock Fund Class C | -2.38% | 25.57% | 24.67% | 25.21% | -9.98% | 24.96% | 11.74% | 29.78% | -8.37% | 15.51% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, FGRCX achieves a -2.38% return, which is significantly higher than FSPGX's -9.77% return.
FGRCX
- 1D
- 3.12%
- 1M
- -4.80%
- YTD
- -2.38%
- 6M
- 1.93%
- 1Y
- 25.02%
- 3Y*
- 21.17%
- 5Y*
- 13.72%
- 10Y*
- 14.23%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
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FGRCX vs. FSPGX - Expense Ratio Comparison
FGRCX has a 1.67% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FGRCX vs. FSPGX — Risk / Return Rank
FGRCX
FSPGX
FGRCX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
| FGRCX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.84 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.36 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.17 | +0.97 |
Martin ratioReturn relative to average drawdown | 9.80 | 4.02 | +5.79 |
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
| FGRCX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.84 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.58 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.80 | -0.28 |
Correlation
The correlation between FGRCX and FSPGX is 0.82, 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
FGRCX vs. FSPGX - Dividend Comparison
FGRCX's dividend yield for the trailing twelve months is around 3.27%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRCX Fidelity Advisor Mega Cap Stock Fund Class C | 3.27% | 3.19% | 1.88% | 1.23% | 3.43% | 3.88% | 7.29% | 12.35% | 21.04% | 15.67% | 1.05% | 3.23% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FGRCX vs. FSPGX - Drawdown Comparison
The maximum FGRCX drawdown since its inception was -53.01%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FGRCX and FSPGX.
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Drawdown Indicators
| FGRCX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.01% | -32.66% | -20.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -16.17% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -23.86% | -32.66% | +8.80% |
Max Drawdown (10Y)Largest decline over 10 years | -35.35% | — | — |
Current DrawdownCurrent decline from peak | -6.30% | -13.03% | +6.73% |
Average DrawdownAverage peak-to-trough decline | -7.06% | -6.43% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 4.70% | -2.05% |
Volatility
FGRCX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) is 5.54%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.71%. This indicates that FGRCX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGRCX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 6.71% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 12.37% | -2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 22.58% | -4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 21.52% | -4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.15% | 21.66% | -3.51% |