FSKAX vs. FGRTX
Compare and contrast key facts about Fidelity Total Market Index Fund (FSKAX) and Fidelity Mega Cap Stock Fund (FGRTX).
FSKAX is managed by Fidelity. FGRTX is managed by Fidelity. It was launched on Dec 28, 1998.
Performance
FSKAX vs. FGRTX - Performance Comparison
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FSKAX vs. FGRTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
FGRTX Fidelity Mega Cap Stock Fund | -2.11% | 26.92% | 25.98% | 26.51% | -8.98% | 26.29% | 12.96% | 31.07% | -7.44% | 16.98% |
Returns By Period
In the year-to-date period, FSKAX achieves a -3.98% return, which is significantly lower than FGRTX's -2.11% return. Over the past 10 years, FSKAX has underperformed FGRTX with an annualized return of 13.56%, while FGRTX has yielded a comparatively higher 15.34% annualized return.
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
FGRTX
- 1D
- 3.14%
- 1M
- -4.70%
- YTD
- -2.11%
- 6M
- 2.45%
- 1Y
- 26.36%
- 3Y*
- 22.46%
- 5Y*
- 14.92%
- 10Y*
- 15.34%
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FSKAX vs. FGRTX - Expense Ratio Comparison
FSKAX has a 0.02% expense ratio, which is lower than FGRTX's 0.61% expense ratio.
Return for Risk
FSKAX vs. FGRTX — Risk / Return Rank
FSKAX
FGRTX
FSKAX vs. FGRTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Market Index Fund (FSKAX) and Fidelity Mega Cap Stock Fund (FGRTX). 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.
| FSKAX | FGRTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.47 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.09 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.34 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.25 | -0.74 |
Martin ratioReturn relative to average drawdown | 7.20 | 10.43 | -3.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSKAX | FGRTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.47 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.90 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.85 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.45 | +0.34 |
Correlation
The correlation between FSKAX and FGRTX is 0.94, 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
FSKAX vs. FGRTX - Dividend Comparison
FSKAX's dividend yield for the trailing twelve months is around 1.06%, less than FGRTX's 3.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
FGRTX Fidelity Mega Cap Stock Fund | 3.97% | 3.89% | 2.68% | 2.06% | 4.38% | 4.79% | 7.96% | 12.98% | 21.72% | 15.57% | 1.97% | 4.16% |
Drawdowns
FSKAX vs. FGRTX - Drawdown Comparison
The maximum FSKAX drawdown since its inception was -35.01%, smaller than the maximum FGRTX drawdown of -56.17%. Use the drawdown chart below to compare losses from any high point for FSKAX and FGRTX.
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Drawdown Indicators
| FSKAX | FGRTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.01% | -56.17% | +21.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -12.17% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -23.35% | -2.04% |
Max Drawdown (10Y)Largest decline over 10 years | -35.01% | -35.18% | +0.17% |
Current DrawdownCurrent decline from peak | -6.20% | -6.14% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -8.77% | +4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.62% | -0.02% |
Volatility
FSKAX vs. FGRTX - Volatility Comparison
Fidelity Total Market Index Fund (FSKAX) and Fidelity Mega Cap Stock Fund (FGRTX) have volatilities of 5.52% and 5.56%, 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.
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Volatility by Period
| FSKAX | FGRTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 5.56% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 9.76% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.69% | 18.39% | +0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 16.73% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.44% | 18.12% | +0.32% |