FLCPX vs. AFNIX
Compare and contrast key facts about Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX).
FLCPX is managed by Fidelity. It was launched on Feb 2, 2016. AFNIX is managed by AAM. It was launched on Jul 5, 2012.
Performance
FLCPX vs. AFNIX - Performance Comparison
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FLCPX vs. AFNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | -7.05% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% | 31.59% | -4.38% | 21.74% |
AFNIX AAM/Bahl & Gaynor Income Growth Fund Class I | 1.74% | 11.36% | 16.23% | 6.59% | -8.77% | 25.23% | 6.60% | 25.71% | -1.98% | 19.51% |
Returns By Period
In the year-to-date period, FLCPX achieves a -7.05% return, which is significantly lower than AFNIX's 1.74% return. Over the past 10 years, FLCPX has outperformed AFNIX with an annualized return of 13.75%, while AFNIX has yielded a comparatively lower 10.47% annualized return.
FLCPX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.05%
- 6M
- -4.58%
- 1Y
- 14.45%
- 3Y*
- 17.20%
- 5Y*
- 11.42%
- 10Y*
- 13.75%
AFNIX
- 1D
- 0.00%
- 1M
- -5.57%
- YTD
- 1.74%
- 6M
- 2.64%
- 1Y
- 12.52%
- 3Y*
- 12.09%
- 5Y*
- 8.54%
- 10Y*
- 10.47%
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FLCPX vs. AFNIX - Expense Ratio Comparison
FLCPX has a 0.02% expense ratio, which is lower than AFNIX's 0.83% expense ratio.
Return for Risk
FLCPX vs. AFNIX — Risk / Return Rank
FLCPX
AFNIX
FLCPX vs. AFNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX). 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.
| FLCPX | AFNIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.00 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.43 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.20 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.86 | 5.93 | -1.07 |
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
| FLCPX | AFNIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.00 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.62 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.65 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.69 | +0.13 |
Correlation
The correlation between FLCPX and AFNIX is 0.88, 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
FLCPX vs. AFNIX - Dividend Comparison
FLCPX's dividend yield for the trailing twelve months is around 0.60%, less than AFNIX's 31.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.60% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% | 0.00% |
AFNIX AAM/Bahl & Gaynor Income Growth Fund Class I | 31.45% | 14.13% | 6.88% | 3.43% | 4.61% | 1.78% | 1.75% | 2.13% | 2.04% | 1.72% | 1.79% | 2.66% |
Drawdowns
FLCPX vs. AFNIX - Drawdown Comparison
The maximum FLCPX drawdown since its inception was -33.87%, roughly equal to the maximum AFNIX drawdown of -35.60%. Use the drawdown chart below to compare losses from any high point for FLCPX and AFNIX.
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Drawdown Indicators
| FLCPX | AFNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -35.60% | +1.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -10.43% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -24.40% | -19.57% | -4.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -35.60% | +1.73% |
Current DrawdownCurrent decline from peak | -8.89% | -5.60% | -3.29% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -3.54% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.12% | +0.44% |
Volatility
FLCPX vs. AFNIX - Volatility Comparison
Fidelity SAI U.S. Large Cap Index Fund (FLCPX) has a higher volatility of 4.24% compared to AAM/Bahl & Gaynor Income Growth Fund Class I (AFNIX) at 3.07%. This indicates that FLCPX's price experiences larger fluctuations and is considered to be riskier than AFNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCPX | AFNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 3.07% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 6.63% | +2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 13.64% | +4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 13.89% | +3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 16.25% | +1.87% |