FGRCX vs. VSTSX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX).
FGRCX is managed by Fidelity. It was launched on Feb 5, 2008. VSTSX is managed by Vanguard. It was launched on Jun 27, 2016.
Performance
FGRCX vs. VSTSX - Performance Comparison
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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 | -2.38% | 25.57% | 24.67% | 25.21% | -9.98% | 24.96% | 11.74% | 29.78% | -8.37% | 15.51% |
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | -3.97% | 17.16% | 23.27% | 26.54% | -19.49% | 25.75% | 21.02% | 30.81% | -5.15% | 20.21% |
Returns By Period
In the year-to-date period, FGRCX achieves a -2.38% return, which is significantly higher than VSTSX's -3.97% 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%
VSTSX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.95%
- 1Y
- 17.75%
- 3Y*
- 17.87%
- 5Y*
- 10.51%
- 10Y*
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FGRCX vs. VSTSX - Expense Ratio Comparison
FGRCX has a 1.67% expense ratio, which is higher than VSTSX's 0.01% expense ratio.
Return for Risk
FGRCX vs. VSTSX — Risk / Return Rank
FGRCX
VSTSX
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.
| FGRCX | VSTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.98 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.50 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.51 | +0.63 |
Martin ratioReturn relative to average drawdown | 9.80 | 7.25 | +2.55 |
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 | VSTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.98 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.61 | +0.22 |
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 | 0.72 | -0.20 |
Correlation
The correlation between FGRCX and VSTSX is 0.93, 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. VSTSX - Dividend Comparison
FGRCX's dividend yield for the trailing twelve months is around 3.27%, more than VSTSX's 1.19% 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% |
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares | 1.19% | 1.13% | 1.27% | 1.43% | 1.67% | 1.23% | 1.44% | 1.79% | 2.07% | 1.74% | 0.00% | 0.00% |
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.
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Drawdown Indicators
| FGRCX | VSTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.01% | -34.97% | -18.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -12.41% | +0.25% |
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 DrawdownCurrent decline from peak | -6.30% | -6.21% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -7.06% | -4.97% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.59% | +0.06% |
Volatility
FGRCX vs. VSTSX - Volatility Comparison
Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) have volatilities of 5.54% and 5.49%, 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 | VSTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 5.49% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 9.79% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 18.61% | -0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 17.37% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.15% | 18.86% | -0.71% |