FSIAX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class M (FSIAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FSIAX is managed by Fidelity. It was launched on Oct 31, 1994. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSIAX or FSPGX.
Key characteristics
| FSIAX | FSPGX | |
|---|---|---|
| YTD Return | 6.76% | 32.10% |
| 1Y Return | 13.04% | 42.35% |
| 3Y Return (Ann) | 0.47% | 10.48% |
| 5Y Return (Ann) | 2.25% | 20.08% |
| Sharpe Ratio | 3.15 | 2.68 |
| Sortino Ratio | 4.99 | 3.43 |
| Omega Ratio | 1.66 | 1.49 |
| Calmar Ratio | 1.23 | 3.44 |
| Martin Ratio | 19.01 | 13.53 |
| Ulcer Index | 0.64% | 3.34% |
| Daily Std Dev | 3.98% | 16.77% |
| Max Drawdown | -17.80% | -32.66% |
| Current Drawdown | -0.54% | -0.03% |
Correlation
The correlation between FSIAX and FSPGX is 0.43, 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
FSIAX vs. FSPGX - Performance Comparison
In the year-to-date period, FSIAX achieves a 6.76% return, which is significantly lower than FSPGX's 32.10% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSIAX vs. FSPGX - Expense Ratio Comparison
FSIAX has a 0.96% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FSIAX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class M (FSIAX) 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
FSIAX vs. FSPGX - Dividend Comparison
FSIAX's dividend yield for the trailing twelve months is around 4.04%, more than FSPGX's 0.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIAX Fidelity Advisor Strategic Income Fund Class M | 4.04% | 4.05% | 3.37% | 2.44% | 3.06% | 3.18% | 3.39% | 2.88% | 3.23% | 3.46% | 5.08% | 4.94% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.42% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSIAX vs. FSPGX - Drawdown Comparison
The maximum FSIAX drawdown since its inception was -17.80%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FSIAX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FSIAX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class M (FSIAX) is 0.90%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.10%. This indicates that FSIAX 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.