FXAIX vs. FGTIX
Compare and contrast key facts about Fidelity 500 Index Fund (FXAIX) and Franklin Growth Allocation Fund (FGTIX).
FXAIX is managed by Fidelity. FGTIX is managed by Franklin Templeton. It was launched on Dec 30, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXAIX or FGTIX.
Correlation
The correlation between FXAIX and FGTIX is 0.94, 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.
Performance
FXAIX vs. FGTIX - Performance Comparison
Key characteristics
FXAIX:
0.72
FGTIX:
0.77
FXAIX:
1.12
FGTIX:
1.16
FXAIX:
1.17
FGTIX:
1.17
FXAIX:
0.75
FGTIX:
0.80
FXAIX:
2.97
FGTIX:
3.43
FXAIX:
4.74%
FGTIX:
3.28%
FXAIX:
19.51%
FGTIX:
14.69%
FXAIX:
-33.79%
FGTIX:
-46.97%
FXAIX:
-7.83%
FGTIX:
-3.80%
Returns By Period
In the year-to-date period, FXAIX achieves a -3.56% return, which is significantly lower than FGTIX's 0.64% return. Over the past 10 years, FXAIX has outperformed FGTIX with an annualized return of 12.15%, while FGTIX has yielded a comparatively lower 1.91% annualized return.
FXAIX
-3.56%
11.43%
-0.47%
11.65%
16.51%
12.15%
FGTIX
0.64%
9.63%
0.85%
8.91%
6.07%
1.91%
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FXAIX vs. FGTIX - Expense Ratio Comparison
FXAIX has a 0.02% expense ratio, which is lower than FGTIX's 0.66% expense ratio.
Risk-Adjusted Performance
FXAIX vs. FGTIX — Risk-Adjusted Performance Rank
FXAIX
FGTIX
FXAIX vs. FGTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and Franklin Growth Allocation Fund (FGTIX). 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.
Dividends
FXAIX vs. FGTIX - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.32%, less than FGTIX's 1.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.32% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
FGTIX Franklin Growth Allocation Fund | 1.71% | 1.94% | 1.25% | 1.15% | 2.40% | 1.11% | 1.40% | 1.82% | 1.68% | 0.80% | 1.25% | 1.56% |
Drawdowns
FXAIX vs. FGTIX - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, smaller than the maximum FGTIX drawdown of -46.97%. Use the drawdown chart below to compare losses from any high point for FXAIX and FGTIX. For additional features, visit the drawdowns tool.
Volatility
FXAIX vs. FGTIX - Volatility Comparison
Fidelity 500 Index Fund (FXAIX) has a higher volatility of 13.36% compared to Franklin Growth Allocation Fund (FGTIX) at 9.88%. This indicates that FXAIX's price experiences larger fluctuations and is considered to be riskier than FGTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.