FGRCX vs. SSEYX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and State Street Equity 500 Index II Portfolio (SSEYX).
FGRCX is managed by Fidelity. It was launched on Feb 5, 2008. SSEYX is managed by State Street. It was launched on Aug 11, 2014.
Performance
FGRCX vs. SSEYX - Performance Comparison
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FGRCX vs. SSEYX - 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% | 16.67% |
SSEYX State Street Equity 500 Index II Portfolio | -4.34% | 17.52% | 25.01% | 26.29% | -18.18% | 28.58% | 18.28% | 31.42% | -4.54% | 21.72% |
Returns By Period
In the year-to-date period, FGRCX achieves a -2.38% return, which is significantly higher than SSEYX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with FGRCX having a 14.23% annualized return and SSEYX not far behind at 13.99%.
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%
SSEYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.39%
- 1Y
- 17.01%
- 3Y*
- 18.20%
- 5Y*
- 11.70%
- 10Y*
- 13.99%
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FGRCX vs. SSEYX - Expense Ratio Comparison
FGRCX has a 1.67% expense ratio, which is higher than SSEYX's 0.02% expense ratio.
Return for Risk
FGRCX vs. SSEYX — Risk / Return Rank
FGRCX
SSEYX
FGRCX vs. SSEYX - 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 State Street Equity 500 Index II Portfolio (SSEYX). 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 | SSEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.96 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.47 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.22 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.50 | +0.64 |
Martin ratioReturn relative to average drawdown | 9.80 | 7.19 | +2.62 |
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 | SSEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.96 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.70 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.72 | -0.20 |
Correlation
The correlation between FGRCX and SSEYX is 0.94, 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. SSEYX - Dividend Comparison
FGRCX's dividend yield for the trailing twelve months is around 3.27%, more than SSEYX's 1.45% 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% |
SSEYX State Street Equity 500 Index II Portfolio | 1.45% | 1.38% | 1.93% | 1.46% | 1.57% | 2.48% | 3.63% | 2.36% | 5.91% | 5.37% | 2.29% | 3.47% |
Drawdowns
FGRCX vs. SSEYX - Drawdown Comparison
The maximum FGRCX drawdown since its inception was -53.01%, which is greater than SSEYX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for FGRCX and SSEYX.
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Drawdown Indicators
| FGRCX | SSEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.01% | -33.75% | -19.26% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -12.10% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -23.86% | -24.52% | +0.66% |
Max Drawdown (10Y)Largest decline over 10 years | -35.35% | -33.75% | -1.60% |
Current DrawdownCurrent decline from peak | -6.30% | -6.22% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -7.06% | -4.14% | -2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.52% | +0.13% |
Volatility
FGRCX vs. SSEYX - Volatility Comparison
Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and State Street Equity 500 Index II Portfolio (SSEYX) have volatilities of 5.54% and 5.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGRCX | SSEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 5.34% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 9.51% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 18.29% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 16.92% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.15% | 18.05% | +0.10% |