FIIAX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class A (FIIAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FIIAX is managed by Fidelity. It was launched on Aug 12, 2004. FSPGX is managed by Fidelity.
Performance
FIIAX vs. FSPGX - Performance Comparison
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FIIAX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIIAX Fidelity Advisor Mid Cap II Fund Class A | 4.90% | 7.21% | 16.96% | 14.68% | -15.04% | 24.94% | 18.34% | 23.32% | -15.21% | 19.30% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, FIIAX achieves a 4.90% return, which is significantly higher than FSPGX's -9.77% return.
FIIAX
- 1D
- 3.62%
- 1M
- -6.57%
- YTD
- 4.90%
- 6M
- 9.15%
- 1Y
- 25.28%
- 3Y*
- 13.47%
- 5Y*
- 7.35%
- 10Y*
- 10.71%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
- —
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FIIAX vs. FSPGX - Expense Ratio Comparison
FIIAX has a 1.00% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FIIAX vs. FSPGX — Risk / Return Rank
FIIAX
FSPGX
FIIAX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class A (FIIAX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
| FIIAX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.84 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.36 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.17 | +0.58 |
Martin ratioReturn relative to average drawdown | 7.68 | 4.02 | +3.66 |
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
| FIIAX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.84 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.58 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.80 | -0.31 |
Correlation
The correlation between FIIAX and FSPGX is 0.76, 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
FIIAX vs. FSPGX - Dividend Comparison
FIIAX's dividend yield for the trailing twelve months is around 6.73%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIIAX Fidelity Advisor Mid Cap II Fund Class A | 6.73% | 6.21% | 6.89% | 2.59% | 5.68% | 18.94% | 1.12% | 3.21% | 10.53% | 7.60% | 8.69% | 4.74% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FIIAX vs. FSPGX - Drawdown Comparison
The maximum FIIAX drawdown since its inception was -53.35%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FIIAX and FSPGX.
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Drawdown Indicators
| FIIAX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.35% | -32.66% | -20.69% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -16.17% | +1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -28.25% | -32.66% | +4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -42.33% | — | — |
Current DrawdownCurrent decline from peak | -6.57% | -13.03% | +6.46% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -6.43% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 4.70% | -1.32% |
Volatility
FIIAX vs. FSPGX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class A (FIIAX) has a higher volatility of 8.57% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.71%. This indicates that FIIAX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIIAX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.57% | 6.71% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 12.37% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.31% | 22.58% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.29% | 21.52% | -1.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 21.66% | -0.69% |