FLCSX vs. FTRIX
Compare and contrast key facts about Fidelity Large Cap Stock Fund (FLCSX) and Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX).
FLCSX is managed by Fidelity. It was launched on Jun 22, 1995. FTRIX is managed by Fidelity. It was launched on Feb 5, 2008.
Performance
FLCSX vs. FTRIX - Performance Comparison
Loading graphics...
FLCSX vs. FTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCSX Fidelity Large Cap Stock Fund | -4.93% | 27.49% | 26.31% | 23.51% | -8.02% | 25.80% | 9.05% | 31.59% | -13.62% | 17.86% |
FTRIX Fidelity Advisor Mega Cap Stock Fund Class I | -5.12% | 26.92% | 26.00% | 26.46% | -9.00% | 26.26% | 12.96% | 31.06% | -7.43% | 17.82% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FLCSX having a -4.93% return and FTRIX slightly lower at -5.12%. Over the past 10 years, FLCSX has underperformed FTRIX with an annualized return of 14.16%, while FTRIX has yielded a comparatively higher 15.06% annualized return.
FLCSX
- 1D
- -0.61%
- 1M
- -8.08%
- YTD
- -4.93%
- 6M
- -0.24%
- 1Y
- 24.05%
- 3Y*
- 21.07%
- 5Y*
- 14.30%
- 10Y*
- 14.16%
FTRIX
- 1D
- -0.57%
- 1M
- -7.42%
- YTD
- -5.12%
- 6M
- -0.56%
- 1Y
- 23.01%
- 3Y*
- 21.19%
- 5Y*
- 14.53%
- 10Y*
- 15.06%
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. FTRIX - Expense Ratio Comparison
FLCSX has a 0.54% expense ratio, which is lower than FTRIX's 0.65% expense ratio.
Return for Risk
FLCSX vs. FTRIX — Risk / Return Rank
FLCSX
FTRIX
FLCSX vs. FTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Stock Fund (FLCSX) and Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX). 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.
| FLCSX | FTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.30 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.86 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.73 | +0.05 |
Martin ratioReturn relative to average drawdown | 8.29 | 8.13 | +0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FLCSX | FTRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.30 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.88 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.83 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.57 | -0.08 |
Correlation
The correlation between FLCSX and FTRIX is 0.98, 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
FLCSX vs. FTRIX - Dividend Comparison
FLCSX's dividend yield for the trailing twelve months is around 6.83%, more than FTRIX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCSX Fidelity Large Cap Stock Fund | 6.83% | 6.50% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 7.63% | 3.25% | 3.61% | 4.55% |
FTRIX Fidelity Advisor Mega Cap Stock Fund Class I | 4.12% | 3.91% | 2.68% | 2.09% | 4.38% | 4.75% | 8.02% | 12.76% | 21.72% | 16.33% | 1.96% | 4.15% |
Drawdowns
FLCSX vs. FTRIX - Drawdown Comparison
The maximum FLCSX drawdown since its inception was -63.67%, which is greater than FTRIX's maximum drawdown of -52.46%. Use the drawdown chart below to compare losses from any high point for FLCSX and FTRIX.
Loading graphics...
Drawdown Indicators
| FLCSX | FTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.67% | -52.46% | -11.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -12.15% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -23.31% | +1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -37.11% | -35.22% | -1.89% |
Current DrawdownCurrent decline from peak | -9.55% | -9.01% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -13.89% | -6.59% | -7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.60% | +0.06% |
Volatility
FLCSX vs. FTRIX - Volatility Comparison
Fidelity Large Cap Stock Fund (FLCSX) and Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) have volatilities of 4.46% and 4.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLCSX | FTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 4.35% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 9.25% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 18.16% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.82% | 16.66% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.65% | 18.10% | +0.55% |