FSLVX vs. FGRIX
Compare and contrast key facts about Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Fidelity Growth & Income Portfolio (FGRIX).
FSLVX is managed by Fidelity. It was launched on Nov 15, 2001. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLVX or FGRIX.
Correlation
The correlation between FSLVX and FGRIX 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.
Performance
FSLVX vs. FGRIX - Performance Comparison
Key characteristics
FSLVX:
0.82
FGRIX:
1.50
FSLVX:
1.12
FGRIX:
2.09
FSLVX:
1.16
FGRIX:
1.28
FSLVX:
0.77
FGRIX:
2.51
FSLVX:
2.30
FGRIX:
7.83
FSLVX:
4.39%
FGRIX:
2.25%
FSLVX:
12.32%
FGRIX:
11.74%
FSLVX:
-60.42%
FGRIX:
-66.71%
FSLVX:
-7.91%
FGRIX:
-1.02%
Returns By Period
In the year-to-date period, FSLVX achieves a 5.03% return, which is significantly lower than FGRIX's 5.38% return. Over the past 10 years, FSLVX has underperformed FGRIX with an annualized return of 6.52%, while FGRIX has yielded a comparatively higher 9.80% annualized return.
FSLVX
5.03%
0.56%
1.41%
9.81%
7.18%
6.52%
FGRIX
5.38%
0.76%
4.33%
17.77%
11.04%
9.80%
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FSLVX vs. FGRIX - Expense Ratio Comparison
FSLVX has a 0.76% expense ratio, which is higher than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FSLVX vs. FGRIX — Risk-Adjusted Performance Rank
FSLVX
FGRIX
FSLVX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Fidelity Growth & Income Portfolio (FGRIX). 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
FSLVX vs. FGRIX - Dividend Comparison
FSLVX's dividend yield for the trailing twelve months is around 1.22%, less than FGRIX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLVX Fidelity Stock Selector Large Cap Value Fund | 1.22% | 1.28% | 1.17% | 1.30% | 0.96% | 2.18% | 1.58% | 1.67% | 1.10% | 1.29% | 1.26% | 0.92% |
FGRIX Fidelity Growth & Income Portfolio | 1.36% | 1.43% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 2.04% | 1.72% |
Drawdowns
FSLVX vs. FGRIX - Drawdown Comparison
The maximum FSLVX drawdown since its inception was -60.42%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for FSLVX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FSLVX vs. FGRIX - Volatility Comparison
The current volatility for Fidelity Stock Selector Large Cap Value Fund (FSLVX) is 2.40%, while Fidelity Growth & Income Portfolio (FGRIX) has a volatility of 2.84%. This indicates that FSLVX experiences smaller price fluctuations and is considered to be less risky than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.