FGRCX vs. VSTSX

Last updated Aug 1, 2026

FGRCX (Fidelity Advisor Mega Cap Stock Fund Class C) and VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares) are both Large Cap Blend Equities funds. Over the past 5 years, FGRCX returned 15.19%/yr vs 11.64%/yr for VSTSX. Their correlation of 0.93 means they have usually moved in the same direction. FGRCX charges 1.67%/yr vs 0.01%/yr for VSTSX.

Performance

FGRCX vs. VSTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with FGRCX having a 10.02% return and VSTSX slightly lower at 9.88%.

FGRCX

• 1D: 2.12%
• 1M: 0.12%
• 6M: 6.83%
• YTD: 10.02%
• 1Y: 22.19%
• 3Y*: 21.52%
• 5Y*: 15.19%
• 10Y*: 15.05%
• ALL TIME*: 10.97%

VSTSX

• 1D: 1.63%
• 1M: -0.77%
• 6M: 8.17%
• YTD: 9.88%
• 1Y: 21.14%
• 3Y*: 18.61%
• 5Y*: 11.64%
• 10Y*: —
• ALL TIME*: 14.55%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FGRCX Fidelity Advisor Mega Cap Stock Fund Class C	$0.00	$0.00	$0.00
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	$0.00	$0.00	$0.00

FGRCX vs. VSTSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FGRCX Fidelity Advisor Mega Cap Stock Fund Class C	10.02%	25.57%	24.67%	25.21%	-9.98%	24.96%	11.74%	29.78%	-8.37%	16.67%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	9.88%	17.16%	23.27%	26.54%	-19.49%	25.75%	21.02%	30.81%	-5.15%	20.21%

Correlation

The correlation between FGRCX and VSTSX is 0.94, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.94
Correlation (3Y) Balances recent behavior with more history.	0.95
Correlation (5Y) Shows whether the relationship held over a longer period.	0.94
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017	0.93

The correlation between FGRCX and VSTSX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

Return for Risk

FGRCX vs. VSTSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FGRCX

FGRCX Risk / Return Rank: 64
FGRCX Sharpe Ratio Rank: 62
FGRCX Sortino Ratio Rank: 60
FGRCX Omega Ratio Rank: 58
FGRCX Calmar Ratio Rank: 63
FGRCX Martin Ratio Rank: 75

VSTSX

VSTSX Risk / Return Rank: 64
VSTSX Sharpe Ratio Rank: 61
VSTSX Sortino Ratio Rank: 58
VSTSX Omega Ratio Rank: 57
VSTSX Calmar Ratio Rank: 66
VSTSX Martin Ratio Rank: 78

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FGRCX vs. VSTSX - 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 Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FGRCX	VSTSX	Difference
Sharpe ratio: Return per unit of total volatility	1.56	1.43	+0.12
Sortino ratio: Return per unit of downside risk	2.20	2.01	+0.20
Omega ratio: Gain probability vs. loss probability	1.28	1.26	+0.02
Calmar ratio: Return relative to maximum drawdown	2.19	2.11	+0.08
Martin ratio: Return relative to average drawdown	9.39	9.10	+0.28

FGRCX vs. VSTSX - Sharpe Ratio Comparison

The current FGRCX Sharpe Ratio is 1.56, which is comparable to the VSTSX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of FGRCX and VSTSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FGRCX vs. VSTSX - Drawdown Comparison

The maximum FGRCX drawdown since its inception was -53.01%, which is greater than VSTSX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for FGRCX and VSTSX.

Drawdown Indicators

	FGRCX	VSTSX	Difference
Max Drawdown Largest peak-to-trough decline	-53.01%	-34.97%	-18.04%
Max Drawdown (1Y) Largest decline over 1 year	-9.13%	-8.92%	-0.21%
Max Drawdown (3Y) Largest decline over 3 years	-18.62%	-19.36%	+0.74%
Max Drawdown (5Y) Largest decline over 5 years	-23.86%	-25.35%	+1.49%
Max Drawdown (10Y) Largest decline over 10 years	-35.35%	—	—
Current Drawdown Current decline from peak	-1.47%	-1.88%	+0.41%
Average Drawdown Average peak-to-trough decline	-6.95%	-4.84%	-2.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.13%	2.06%	+0.07%

Volatility

FGRCX vs. VSTSX - Volatility Comparison

Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) has a higher volatility of 3.62% compared to Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) at 3.41%. This indicates that FGRCX's price experiences larger fluctuations and is considered to be riskier than VSTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FGRCX	VSTSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.62%	3.41%	+0.21%
Volatility (6M) Calculated over the trailing 6-month period	9.97%	10.27%	-0.30%
Volatility (1Y) Calculated over the trailing 1-year period	12.85%	13.13%	-0.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.74%	17.47%	-0.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.10%	18.70%	-0.60%

FGRCX vs. VSTSX - Expense Ratio Comparison

FGRCX has a 1.67% expense ratio, which is higher than VSTSX's 0.01% expense ratio.

Dividends

FGRCX vs. VSTSX - Dividend Comparison

FGRCX's dividend yield for the trailing twelve months is around 2.90%, more than VSTSX's 1.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FGRCX Fidelity Advisor Mega Cap Stock Fund Class C	2.90%	3.19%	1.88%	1.23%	3.43%	3.88%	7.29%	12.35%	21.04%	15.67%	1.05%	3.23%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	1.08%	1.13%	1.27%	1.43%	1.67%	1.23%	1.44%	1.79%	2.07%	1.74%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FGRCX and VSTSX in my portfolio?

With a correlation of 0.94, FGRCX and VSTSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, FGRCX or VSTSX?

FGRCX has higher volatility (3.62%) compared to VSTSX (3.41%). In terms of maximum drawdown, FGRCX dropped -53.01% vs VSTSX's -34.97%.

Which has better risk-adjusted returns?

FGRCX currently has the higher Sharpe Ratio (1.56 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.