FLCSX vs. FGRIX
Compare and contrast key facts about Fidelity Large Cap Stock Fund (FLCSX) and Fidelity Growth & Income Portfolio (FGRIX).
FLCSX is managed by Fidelity. It was launched on Jun 22, 1995. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCSX or FGRIX.
Correlation
The correlation between FLCSX and FGRIX is 0.95, 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
FLCSX vs. FGRIX - Performance Comparison
Key characteristics
FLCSX:
1.88
FGRIX:
1.43
FLCSX:
2.53
FGRIX:
1.99
FLCSX:
1.35
FGRIX:
1.27
FLCSX:
2.89
FGRIX:
2.32
FLCSX:
13.75
FGRIX:
9.01
FLCSX:
1.67%
FGRIX:
1.81%
FLCSX:
12.21%
FGRIX:
11.36%
FLCSX:
-65.69%
FGRIX:
-66.71%
FLCSX:
-4.72%
FGRIX:
-5.19%
Returns By Period
In the year-to-date period, FLCSX achieves a 22.20% return, which is significantly higher than FGRIX's 16.86% return. Over the past 10 years, FLCSX has underperformed FGRIX with an annualized return of 8.87%, while FGRIX has yielded a comparatively higher 9.54% annualized return.
FLCSX
22.20%
-2.17%
7.11%
22.04%
11.93%
8.87%
FGRIX
16.86%
-3.11%
2.15%
15.48%
10.25%
9.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLCSX vs. FGRIX - Expense Ratio Comparison
FLCSX has a 0.54% expense ratio, which is lower than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FLCSX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock Fund (FLCSX) and Fidelity Growth & Income Portfolio (FGRIX). 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
FLCSX vs. FGRIX - Dividend Comparison
FLCSX's dividend yield for the trailing twelve months is around 0.24%, less than FGRIX's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCSX Fidelity Large Cap Stock Fund | 0.24% | 1.07% | 1.28% | 1.83% | 1.84% | 1.85% | 2.07% | 1.14% | 1.40% | 6.15% | 0.94% | 0.78% |
FGRIX Fidelity Growth & Income Portfolio | 1.40% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 2.04% | 1.72% | 1.62% |
Drawdowns
FLCSX vs. FGRIX - Drawdown Comparison
The maximum FLCSX drawdown since its inception was -65.69%, roughly equal to the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for FLCSX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FLCSX vs. FGRIX - Volatility Comparison
Fidelity Large Cap Stock Fund (FLCSX) has a higher volatility of 3.24% compared to Fidelity Growth & Income Portfolio (FGRIX) at 3.03%. This indicates that FLCSX's price experiences larger fluctuations and is considered to be riskier than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.