Correlation
The correlation between FIKEX and FSPGX is 0.83, 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.
FIKEX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Industrials Fund Class Z (FIKEX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FIKEX is managed by Fidelity. It was launched on Oct 2, 2018. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKEX or FSPGX.
Performance
FIKEX vs. FSPGX - Performance Comparison
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Key characteristics
FIKEX:
0.75
FSPGX:
0.70
FIKEX:
1.01
FSPGX:
1.02
FIKEX:
1.14
FSPGX:
1.14
FIKEX:
0.65
FSPGX:
0.67
FIKEX:
1.98
FSPGX:
2.22
FIKEX:
7.89%
FSPGX:
7.05%
FIKEX:
25.16%
FSPGX:
25.52%
FIKEX:
-48.31%
FSPGX:
-32.66%
FIKEX:
-2.09%
FSPGX:
-4.29%
Returns By Period
In the year-to-date period, FIKEX achieves a 11.27% return, which is significantly higher than FSPGX's -0.26% return.
FIKEX
11.27%
12.24%
-1.38%
18.62%
15.59%
10.27%
N/A
FSPGX
-0.26%
8.86%
0.63%
17.83%
19.84%
17.66%
N/A
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FIKEX vs. FSPGX - Expense Ratio Comparison
FIKEX has a 0.63% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FIKEX vs. FSPGX — Risk-Adjusted Performance Rank
FIKEX
FSPGX
FIKEX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Industrials Fund Class Z (FIKEX) 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.
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Dividends
FIKEX vs. FSPGX - Dividend Comparison
FIKEX's dividend yield for the trailing twelve months is around 3.77%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIKEX Fidelity Advisor Industrials Fund Class Z | 3.77% | 4.19% | 8.12% | 3.36% | 20.95% | 0.55% | 7.51% | 11.09% | 0.00% | 0.00% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.30% |
Drawdowns
FIKEX vs. FSPGX - Drawdown Comparison
The maximum FIKEX drawdown since its inception was -48.31%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FIKEX and FSPGX.
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Volatility
FIKEX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Industrials Fund Class Z (FIKEX) is 5.08%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.87%. This indicates that FIKEX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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