FIOOX vs. FSPGX
Compare and contrast key facts about Fidelity Series Large Cap Value Index Fund (FIOOX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FIOOX is managed by Fidelity. It was launched on Nov 7, 2013. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIOOX or FSPGX.
Correlation
The correlation between FIOOX and FSPGX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIOOX vs. FSPGX - Performance Comparison
Key characteristics
FIOOX:
0.90
FSPGX:
1.94
FIOOX:
1.28
FSPGX:
2.54
FIOOX:
1.17
FSPGX:
1.36
FIOOX:
0.98
FSPGX:
2.56
FIOOX:
4.67
FSPGX:
9.98
FIOOX:
2.20%
FSPGX:
3.37%
FIOOX:
11.44%
FSPGX:
17.31%
FIOOX:
-38.31%
FSPGX:
-32.66%
FIOOX:
-10.48%
FSPGX:
-3.66%
Returns By Period
In the year-to-date period, FIOOX achieves a 9.91% return, which is significantly lower than FSPGX's 33.80% return.
FIOOX
9.91%
-7.50%
2.93%
12.12%
7.92%
8.01%
FSPGX
33.80%
2.55%
10.84%
35.47%
19.18%
N/A
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FIOOX vs. FSPGX - Expense Ratio Comparison
FIOOX has a 0.00% expense ratio, which is lower than FSPGX's 0.04% 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%.
Risk-Adjusted Performance
FIOOX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Value Index Fund (FIOOX) 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
FIOOX vs. FSPGX - Dividend Comparison
FIOOX's dividend yield for the trailing twelve months is around 0.11%, more than FSPGX's 0.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIOOX Fidelity Series Large Cap Value Index Fund | 0.11% | 2.24% | 2.38% | 1.95% | 2.18% | 2.54% | 2.99% | 2.36% | 1.63% | 3.16% | 5.87% | 0.34% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.04% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIOOX vs. FSPGX - Drawdown Comparison
The maximum FIOOX drawdown since its inception was -38.31%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FIOOX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FIOOX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Series Large Cap Value Index Fund (FIOOX) is 4.51%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 4.93%. This indicates that FIOOX 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.