FSBHX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Short Duration High Income Fund Class A (FSBHX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FSBHX is managed by Fidelity. It was launched on Nov 5, 2013. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSBHX or FSPGX.
Correlation
The correlation between FSBHX and FSPGX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSBHX vs. FSPGX - Performance Comparison
Key characteristics
FSBHX:
2.13
FSPGX:
0.49
FSBHX:
3.14
FSPGX:
0.85
FSBHX:
1.57
FSPGX:
1.12
FSBHX:
1.97
FSPGX:
0.53
FSBHX:
8.89
FSPGX:
1.78
FSBHX:
0.74%
FSPGX:
6.96%
FSBHX:
3.00%
FSPGX:
25.00%
FSBHX:
-16.79%
FSPGX:
-32.66%
FSBHX:
-0.74%
FSPGX:
-10.21%
Returns By Period
In the year-to-date period, FSBHX achieves a 0.69% return, which is significantly higher than FSPGX's -6.43% return.
FSBHX
0.69%
2.31%
1.28%
6.43%
4.59%
3.33%
FSPGX
-6.43%
4.71%
-5.63%
12.22%
17.21%
N/A
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FSBHX vs. FSPGX - Expense Ratio Comparison
FSBHX has a 1.00% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FSBHX vs. FSPGX — Risk-Adjusted Performance Rank
FSBHX
FSPGX
FSBHX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Short Duration High Income Fund Class A (FSBHX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
FSBHX vs. FSPGX - Dividend Comparison
FSBHX's dividend yield for the trailing twelve months is around 6.30%, more than FSPGX's 0.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBHX Fidelity Advisor Short Duration High Income Fund Class A | 6.30% | 6.25% | 5.70% | 4.10% | 3.14% | 3.23% | 3.97% | 4.25% | 3.84% | 4.07% | 4.56% | 3.35% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
FSBHX vs. FSPGX - Drawdown Comparison
The maximum FSBHX drawdown since its inception was -16.79%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FSBHX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FSBHX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Short Duration High Income Fund Class A (FSBHX) is 1.07%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 8.35%. This indicates that FSBHX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.