FGRIX vs. FLCSX
Compare and contrast key facts about Fidelity Growth & Income Portfolio (FGRIX) and Fidelity Large Cap Stock Fund (FLCSX).
FGRIX is managed by Fidelity. It was launched on Dec 30, 1985. FLCSX is managed by Fidelity. It was launched on Jun 22, 1995.
Performance
FGRIX vs. FLCSX - Performance Comparison
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FGRIX vs. FLCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGRIX Fidelity Growth & Income Portfolio | -0.48% | 21.59% | 22.10% | 18.63% | -4.98% | 25.84% | 7.98% | 30.22% | -8.94% | 16.88% |
FLCSX Fidelity Large Cap Stock Fund | -1.90% | 27.49% | 26.31% | 23.51% | -8.02% | 25.80% | 9.05% | 31.59% | -13.62% | 17.86% |
Returns By Period
In the year-to-date period, FGRIX achieves a -0.48% return, which is significantly higher than FLCSX's -1.90% return. Over the past 10 years, FGRIX has underperformed FLCSX with an annualized return of 13.81%, while FLCSX has yielded a comparatively higher 14.52% annualized return.
FGRIX
- 1D
- 2.61%
- 1M
- -4.82%
- YTD
- -0.48%
- 6M
- 3.14%
- 1Y
- 20.96%
- 3Y*
- 18.64%
- 5Y*
- 13.19%
- 10Y*
- 13.81%
FLCSX
- 1D
- 3.19%
- 1M
- -5.31%
- YTD
- -1.90%
- 6M
- 2.88%
- 1Y
- 27.37%
- 3Y*
- 22.35%
- 5Y*
- 14.72%
- 10Y*
- 14.52%
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FGRIX vs. FLCSX - Expense Ratio Comparison
FGRIX has a 0.57% expense ratio, which is higher than FLCSX's 0.54% expense ratio.
Return for Risk
FGRIX vs. FLCSX — Risk / Return Rank
FGRIX
FLCSX
FGRIX vs. FLCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio (FGRIX) and Fidelity Large Cap Stock Fund (FLCSX). 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.
| FGRIX | FLCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.52 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.15 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 2.30 | -0.46 |
Martin ratioReturn relative to average drawdown | 8.41 | 10.51 | -2.11 |
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
| FGRIX | FLCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.52 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.88 | -0.03 |
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 | 0.58 | 0.49 | +0.10 |
Correlation
The correlation between FGRIX and FLCSX is 0.97, 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
FGRIX vs. FLCSX - Dividend Comparison
FGRIX's dividend yield for the trailing twelve months is around 9.83%, more than FLCSX's 6.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRIX Fidelity Growth & Income Portfolio | 9.83% | 9.78% | 6.80% | 3.93% | 3.43% | 6.02% | 3.61% | 2.85% | 3.39% | 1.52% | 1.80% | 2.08% |
FLCSX Fidelity Large Cap Stock Fund | 6.62% | 6.50% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 7.63% | 3.25% | 3.61% | 4.55% |
Drawdowns
FGRIX vs. FLCSX - Drawdown Comparison
The maximum FGRIX drawdown since its inception was -67.10%, which is greater than FLCSX's maximum drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for FGRIX and FLCSX.
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Drawdown Indicators
| FGRIX | FLCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.10% | -63.67% | -3.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -12.34% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -21.69% | +2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -35.62% | -37.11% | +1.49% |
Current DrawdownCurrent decline from peak | -5.95% | -6.66% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -10.16% | -13.89% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.70% | -0.09% |
Volatility
FGRIX vs. FLCSX - Volatility Comparison
The current volatility for Fidelity Growth & Income Portfolio (FGRIX) is 4.73%, while Fidelity Large Cap Stock Fund (FLCSX) has a volatility of 5.68%. This indicates that FGRIX experiences smaller price fluctuations and is considered to be less risky than FLCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGRIX | FLCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 5.68% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 9.92% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.49% | 18.53% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.58% | 16.88% | -1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 18.67% | -1.19% |