FGRTX vs. FLCCX
Compare and contrast key facts about Fidelity Mega Cap Stock Fund (FGRTX) and Fidelity Advisor Large Cap Fund Class C (FLCCX).
FGRTX is managed by Fidelity. It was launched on Dec 28, 1998. FLCCX is managed by Fidelity. It was launched on Nov 3, 1997.
Performance
FGRTX vs. FLCCX - Performance Comparison
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FGRTX vs. FLCCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGRTX Fidelity Mega Cap Stock Fund | -2.11% | 26.92% | 25.98% | 26.51% | -8.98% | 26.29% | 12.96% | 31.07% | -7.44% | 16.98% |
FLCCX Fidelity Advisor Large Cap Fund Class C | 0.00% | 18.58% | 25.08% | 22.21% | -8.85% | 24.54% | 7.70% | 30.36% | -9.25% | 16.67% |
Returns By Period
Over the past 10 years, FGRTX has outperformed FLCCX with an annualized return of 15.34%, while FLCCX has yielded a comparatively lower 13.59% annualized return.
FGRTX
- 1D
- 3.14%
- 1M
- -4.70%
- YTD
- -2.11%
- 6M
- 2.45%
- 1Y
- 26.36%
- 3Y*
- 22.46%
- 5Y*
- 14.92%
- 10Y*
- 15.34%
FLCCX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.32%
- 1Y
- 21.18%
- 3Y*
- 19.51%
- 5Y*
- 12.65%
- 10Y*
- 13.59%
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FGRTX vs. FLCCX - Expense Ratio Comparison
FGRTX has a 0.61% expense ratio, which is lower than FLCCX's 1.57% expense ratio.
Return for Risk
FGRTX vs. FLCCX — Risk / Return Rank
FGRTX
FLCCX
FGRTX vs. FLCCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mega Cap Stock Fund (FGRTX) and Fidelity Advisor Large Cap Fund Class C (FLCCX). 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.
| FGRTX | FLCCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.40 | +0.07 |
Sortino ratioReturn per unit of downside risk | 2.09 | 2.00 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.43 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.06 | +1.19 |
Martin ratioReturn relative to average drawdown | 10.43 | 4.37 | +6.06 |
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
| FGRTX | FLCCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.40 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.78 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.74 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.43 | +0.03 |
Correlation
The correlation between FGRTX and FLCCX is 0.96, 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
FGRTX vs. FLCCX - Dividend Comparison
FGRTX's dividend yield for the trailing twelve months is around 3.97%, less than FLCCX's 6.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRTX Fidelity Mega Cap Stock Fund | 3.97% | 3.89% | 2.68% | 2.06% | 4.38% | 4.79% | 7.96% | 12.98% | 21.72% | 15.57% | 1.97% | 4.16% |
FLCCX Fidelity Advisor Large Cap Fund Class C | 6.79% | 6.79% | 6.81% | 3.27% | 1.77% | 6.87% | 5.44% | 8.90% | 18.35% | 7.06% | 1.65% | 2.52% |
Drawdowns
FGRTX vs. FLCCX - Drawdown Comparison
The maximum FGRTX drawdown since its inception was -56.17%, smaller than the maximum FLCCX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for FGRTX and FLCCX.
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Drawdown Indicators
| FGRTX | FLCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.17% | -65.81% | +9.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -12.29% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -22.04% | -1.31% |
Max Drawdown (10Y)Largest decline over 10 years | -35.18% | -37.63% | +2.45% |
Current DrawdownCurrent decline from peak | -6.14% | -4.23% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -8.77% | -15.53% | +6.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 3.57% | -0.95% |
Volatility
FGRTX vs. FLCCX - Volatility Comparison
Fidelity Mega Cap Stock Fund (FGRTX) has a higher volatility of 5.56% compared to Fidelity Advisor Large Cap Fund Class C (FLCCX) at 0.00%. This indicates that FGRTX's price experiences larger fluctuations and is considered to be riskier than FLCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGRTX | FLCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 0.00% | +5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 5.82% | +3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 17.15% | +1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.73% | 16.55% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 18.63% | -0.51% |