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FLGEX vs. VIGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FLGEX and VIGIX 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.


-0.50.00.51.01.0

Performance

FLGEX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember0
13.15%
FLGEX
VIGIX

Key characteristics

Returns By Period


FLGEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VIGIX

YTD

37.66%

1M

5.39%

6M

13.99%

1Y

37.81%

5Y*

19.19%

10Y*

16.06%

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FLGEX vs. VIGIX - Expense Ratio Comparison

FLGEX has a 0.39% expense ratio, which is higher than VIGIX's 0.04% expense ratio.


FLGEX
Fidelity Large Cap Growth Enhanced Index Fund
Expense ratio chart for FLGEX: current value at 0.39% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.39%
Expense ratio chart for VIGIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

FLGEX vs. VIGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


Sharpe ratio
No data
The chart of Calmar ratio for FLGEX, currently valued at 0.00, compared to the broader market0.002.004.006.008.0010.0012.0014.000.002.92
FLGEX
VIGIX


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-1.00
2.16
FLGEX
VIGIX

Dividends

FLGEX vs. VIGIX - Dividend Comparison

FLGEX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.32%.


TTM20232022202120202019201820172016201520142013
FLGEX
Fidelity Large Cap Growth Enhanced Index Fund
0.00%0.50%0.61%14.40%4.74%3.18%8.29%4.54%1.01%3.07%9.05%7.77%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.32%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%1.20%

Drawdowns

FLGEX vs. VIGIX - Drawdown Comparison


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.28%
-0.41%
FLGEX
VIGIX

Volatility

FLGEX vs. VIGIX - Volatility Comparison

The current volatility for Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) is 0.00%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.08%. This indicates that FLGEX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember0
5.08%
FLGEX
VIGIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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