FLCPX vs. SNXFX
Compare and contrast key facts about Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and Schwab 1000 Index Fund (SNXFX).
FLCPX is managed by Fidelity. It was launched on Feb 2, 2016. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCPX or SNXFX.
Correlation
The correlation between FLCPX and SNXFX is 0.99, 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
FLCPX vs. SNXFX - Performance Comparison
Key characteristics
FLCPX:
1.96
SNXFX:
1.84
FLCPX:
2.62
SNXFX:
2.47
FLCPX:
1.36
SNXFX:
1.34
FLCPX:
2.92
SNXFX:
2.77
FLCPX:
12.94
SNXFX:
11.98
FLCPX:
1.91%
SNXFX:
1.98%
FLCPX:
12.59%
SNXFX:
12.89%
FLCPX:
-33.87%
SNXFX:
-55.08%
FLCPX:
-3.65%
SNXFX:
-5.06%
Returns By Period
In the year-to-date period, FLCPX achieves a 24.62% return, which is significantly higher than SNXFX's 22.82% return.
FLCPX
24.62%
-0.73%
7.89%
26.55%
14.53%
N/A
SNXFX
22.82%
-1.53%
6.98%
22.89%
13.87%
12.50%
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FLCPX vs. SNXFX - Expense Ratio Comparison
FLCPX has a 0.02% expense ratio, which is lower than SNXFX's 0.05% 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
FLCPX vs. SNXFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and Schwab 1000 Index Fund (SNXFX). 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
FLCPX vs. SNXFX - Dividend Comparison
FLCPX's dividend yield for the trailing twelve months is around 0.68%, while SNXFX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity SAI U.S. Large Cap Index Fund | 0.68% | 1.62% | 1.94% | 1.50% | 1.79% | 1.74% | 2.10% | 1.34% | 0.76% | 0.00% | 0.00% | 0.00% |
Schwab 1000 Index Fund | 0.00% | 1.41% | 1.61% | 1.19% | 1.71% | 1.81% | 2.29% | 1.75% | 1.81% | 1.93% | 1.64% | 1.54% |
Drawdowns
FLCPX vs. SNXFX - Drawdown Comparison
The maximum FLCPX drawdown since its inception was -33.87%, smaller than the maximum SNXFX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for FLCPX and SNXFX. For additional features, visit the drawdowns tool.
Volatility
FLCPX vs. SNXFX - Volatility Comparison
The current volatility for Fidelity SAI U.S. Large Cap Index Fund (FLCPX) is 3.60%, while Schwab 1000 Index Fund (SNXFX) has a volatility of 4.00%. This indicates that FLCPX experiences smaller price fluctuations and is considered to be less risky than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.