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FHOFX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FHOFX and VIGAX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

FHOFX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Large Cap Growth Index Fund (FHOFX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

100.00%120.00%140.00%160.00%180.00%NovemberDecember2025FebruaryMarchApril
136.24%
145.67%
FHOFX
VIGAX

Key characteristics

Sharpe Ratio

FHOFX:

0.53

VIGAX:

0.57

Sortino Ratio

FHOFX:

0.90

VIGAX:

0.95

Omega Ratio

FHOFX:

1.13

VIGAX:

1.13

Calmar Ratio

FHOFX:

0.57

VIGAX:

0.62

Martin Ratio

FHOFX:

2.01

VIGAX:

2.23

Ulcer Index

FHOFX:

6.60%

VIGAX:

6.42%

Daily Std Dev

FHOFX:

25.17%

VIGAX:

25.26%

Max Drawdown

FHOFX:

-34.13%

VIGAX:

-50.66%

Current Drawdown

FHOFX:

-12.62%

VIGAX:

-11.79%

Returns By Period

In the year-to-date period, FHOFX achieves a -8.94% return, which is significantly lower than VIGAX's -8.10% return.


FHOFX

YTD

-8.94%

1M

-1.41%

6M

-4.40%

1Y

11.98%

5Y*

16.29%

10Y*

N/A

VIGAX

YTD

-8.10%

1M

1.67%

6M

-3.80%

1Y

12.88%

5Y*

17.37%

10Y*

14.44%

*Annualized

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FHOFX vs. VIGAX - Expense Ratio Comparison

FHOFX has a 0.00% expense ratio, which is lower than VIGAX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Expense ratio chart for VIGAX: current value is 0.05%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIGAX: 0.05%
Expense ratio chart for FHOFX: current value is 0.00%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FHOFX: 0.00%

Risk-Adjusted Performance

FHOFX vs. VIGAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FHOFX
The Risk-Adjusted Performance Rank of FHOFX is 6262
Overall Rank
The Sharpe Ratio Rank of FHOFX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of FHOFX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FHOFX is 6262
Omega Ratio Rank
The Calmar Ratio Rank of FHOFX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FHOFX is 5959
Martin Ratio Rank

VIGAX
The Risk-Adjusted Performance Rank of VIGAX is 6565
Overall Rank
The Sharpe Ratio Rank of VIGAX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGAX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VIGAX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VIGAX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of VIGAX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FHOFX vs. VIGAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Growth Index Fund (FHOFX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.


The chart of Sharpe ratio for FHOFX, currently valued at 0.53, compared to the broader market-1.000.001.002.003.00
FHOFX: 0.53
VIGAX: 0.57
The chart of Sortino ratio for FHOFX, currently valued at 0.90, compared to the broader market-2.000.002.004.006.008.00
FHOFX: 0.90
VIGAX: 0.95
The chart of Omega ratio for FHOFX, currently valued at 1.13, compared to the broader market0.501.001.502.002.503.00
FHOFX: 1.13
VIGAX: 1.13
The chart of Calmar ratio for FHOFX, currently valued at 0.57, compared to the broader market0.002.004.006.008.0010.00
FHOFX: 0.57
VIGAX: 0.62
The chart of Martin ratio for FHOFX, currently valued at 2.01, compared to the broader market0.0010.0020.0030.0040.0050.00
FHOFX: 2.01
VIGAX: 2.23

The current FHOFX Sharpe Ratio is 0.53, which is comparable to the VIGAX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of FHOFX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.53
0.57
FHOFX
VIGAX

Dividends

FHOFX vs. VIGAX - Dividend Comparison

FHOFX's dividend yield for the trailing twelve months is around 0.60%, more than VIGAX's 0.51% yield.


TTM20242023202220212020201920182017201620152014
FHOFX
Fidelity Series Large Cap Growth Index Fund
0.60%0.55%0.83%1.41%3.02%2.91%1.30%0.56%0.00%0.00%0.00%0.00%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.51%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.21%

Drawdowns

FHOFX vs. VIGAX - Drawdown Comparison

The maximum FHOFX drawdown since its inception was -34.13%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for FHOFX and VIGAX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.62%
-11.79%
FHOFX
VIGAX

Volatility

FHOFX vs. VIGAX - Volatility Comparison

Fidelity Series Large Cap Growth Index Fund (FHOFX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 16.82% and 17.11%, 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.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.82%
17.11%
FHOFX
VIGAX