FGRTX vs. VFFIX
Compare and contrast key facts about Fidelity Mega Cap Stock Fund (FGRTX) and Victory INCORE Fund for Income Class I (VFFIX).
FGRTX is managed by Fidelity. It was launched on Dec 28, 1998. VFFIX is managed by Victory.
Performance
FGRTX vs. VFFIX - Performance Comparison
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FGRTX vs. VFFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGRTX Fidelity Mega Cap Stock Fund | -5.09% | 26.92% | 25.98% | 26.51% | -8.98% | 26.29% | 12.96% | 31.07% | -7.44% | 16.98% |
VFFIX Victory INCORE Fund for Income Class I | 0.11% | 4.51% | 4.48% | 4.14% | -5.23% | -1.60% | 3.05% | 4.14% | 1.24% | 0.67% |
Returns By Period
In the year-to-date period, FGRTX achieves a -5.09% return, which is significantly lower than VFFIX's 0.11% return. Over the past 10 years, FGRTX has outperformed VFFIX with an annualized return of 14.99%, while VFFIX has yielded a comparatively lower 1.41% annualized return.
FGRTX
- 1D
- -0.54%
- 1M
- -7.43%
- YTD
- -5.09%
- 6M
- -0.53%
- 1Y
- 23.05%
- 3Y*
- 21.21%
- 5Y*
- 14.54%
- 10Y*
- 14.99%
VFFIX
- 1D
- 0.15%
- 1M
- -0.71%
- YTD
- 0.11%
- 6M
- 1.26%
- 1Y
- 3.66%
- 3Y*
- 3.87%
- 5Y*
- 1.29%
- 10Y*
- 1.41%
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FGRTX vs. VFFIX - Expense Ratio Comparison
FGRTX has a 0.61% expense ratio, which is lower than VFFIX's 0.64% expense ratio.
Return for Risk
FGRTX vs. VFFIX — Risk / Return Rank
FGRTX
VFFIX
FGRTX vs. VFFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mega Cap Stock Fund (FGRTX) and Victory INCORE Fund for Income Class I (VFFIX). 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 | VFFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.94 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.86 | 3.06 | -1.20 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.48 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 3.94 | -2.21 |
Martin ratioReturn relative to average drawdown | 8.14 | 14.20 | -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 | VFFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.94 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.52 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.63 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.64 | -0.19 |
Correlation
The correlation between FGRTX and VFFIX is -0.19. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FGRTX vs. VFFIX - Dividend Comparison
FGRTX's dividend yield for the trailing twelve months is around 4.10%, less than VFFIX's 5.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRTX Fidelity Mega Cap Stock Fund | 4.10% | 3.89% | 2.68% | 2.06% | 4.38% | 4.79% | 7.96% | 12.98% | 21.72% | 15.57% | 1.97% | 4.16% |
VFFIX Victory INCORE Fund for Income Class I | 5.27% | 4.43% | 5.60% | 5.67% | 5.68% | 5.15% | 4.89% | 5.41% | 5.87% | 5.50% | 5.51% | 5.37% |
Drawdowns
FGRTX vs. VFFIX - Drawdown Comparison
The maximum FGRTX drawdown since its inception was -56.17%, which is greater than VFFIX's maximum drawdown of -8.60%. Use the drawdown chart below to compare losses from any high point for FGRTX and VFFIX.
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Drawdown Indicators
| FGRTX | VFFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.17% | -8.60% | -47.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -1.00% | -11.17% |
Max Drawdown (5Y)Largest decline over 5 years | -23.35% | -8.04% | -15.31% |
Max Drawdown (10Y)Largest decline over 10 years | -35.18% | -8.60% | -26.58% |
Current DrawdownCurrent decline from peak | -8.99% | -0.71% | -8.28% |
Average DrawdownAverage peak-to-trough decline | -8.77% | -1.47% | -7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 0.28% | +2.31% |
Volatility
FGRTX vs. VFFIX - Volatility Comparison
Fidelity Mega Cap Stock Fund (FGRTX) has a higher volatility of 4.37% compared to Victory INCORE Fund for Income Class I (VFFIX) at 0.68%. This indicates that FGRTX's price experiences larger fluctuations and is considered to be riskier than VFFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGRTX | VFFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 0.68% | +3.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.26% | 1.14% | +8.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 1.89% | +16.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 2.51% | +14.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 2.25% | +15.85% |