FINSX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINSX or FSPGX.
Correlation
The correlation between FINSX and FSPGX is 0.93, 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
FINSX vs. FSPGX - Performance Comparison
Key characteristics
FINSX:
0.39
FSPGX:
0.58
FINSX:
0.69
FSPGX:
0.97
FINSX:
1.10
FSPGX:
1.14
FINSX:
0.39
FSPGX:
0.63
FINSX:
1.27
FSPGX:
2.18
FINSX:
6.94%
FSPGX:
6.69%
FINSX:
22.26%
FSPGX:
25.08%
FINSX:
-49.23%
FSPGX:
-32.66%
FINSX:
-13.23%
FSPGX:
-12.17%
Returns By Period
In the year-to-date period, FINSX achieves a -5.50% return, which is significantly higher than FSPGX's -8.48% return.
FINSX
-5.50%
1.15%
-8.24%
7.37%
6.69%
4.34%
FSPGX
-8.48%
1.73%
-4.83%
12.30%
17.25%
N/A
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FINSX vs. FSPGX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FINSX vs. FSPGX — Risk-Adjusted Performance Rank
FINSX
FSPGX
FINSX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) 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.
Dividends
FINSX vs. FSPGX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 0.02%, less than FSPGX's 0.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 0.02% | 0.04% | 0.41% | 2.76% | 0.00% | 0.01% | 0.37% | 0.27% | 0.28% | 0.42% | 0.90% | 8.00% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
FINSX vs. FSPGX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -49.23%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FINSX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FINSX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 14.26%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 16.60%. This indicates that FINSX 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.