FSLVX vs. FGRTX
Compare and contrast key facts about Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Fidelity Mega Cap Stock Fund (FGRTX).
FSLVX is managed by Fidelity. It was launched on Nov 15, 2001. FGRTX is managed by Fidelity. It was launched on Dec 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLVX or FGRTX.
Correlation
The correlation between FSLVX and FGRTX is 0.93, 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. FGRTX - Performance Comparison
Key characteristics
FSLVX:
0.71
FGRTX:
1.87
FSLVX:
0.98
FGRTX:
2.56
FSLVX:
1.14
FGRTX:
1.35
FSLVX:
0.67
FGRTX:
2.81
FSLVX:
1.99
FGRTX:
11.46
FSLVX:
4.43%
FGRTX:
2.01%
FSLVX:
12.40%
FGRTX:
12.32%
FSLVX:
-60.42%
FGRTX:
-57.06%
FSLVX:
-9.23%
FGRTX:
-2.46%
Returns By Period
In the year-to-date period, FSLVX achieves a 3.52% return, which is significantly lower than FGRTX's 3.74% return. Over the past 10 years, FSLVX has underperformed FGRTX with an annualized return of 6.31%, while FGRTX has yielded a comparatively higher 6.67% annualized return.
FSLVX
3.52%
-0.35%
-1.26%
7.50%
6.87%
6.31%
FGRTX
3.74%
-1.26%
8.01%
20.62%
13.26%
6.67%
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FSLVX vs. FGRTX - Expense Ratio Comparison
FSLVX has a 0.76% expense ratio, which is higher than FGRTX's 0.61% expense ratio.
Risk-Adjusted Performance
FSLVX vs. FGRTX — Risk-Adjusted Performance Rank
FSLVX
FGRTX
FSLVX vs. FGRTX - 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 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.
Dividends
FSLVX vs. FGRTX - Dividend Comparison
FSLVX's dividend yield for the trailing twelve months is around 1.24%, more than FGRTX's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLVX Fidelity Stock Selector Large Cap Value Fund | 1.24% | 1.28% | 1.17% | 1.30% | 0.96% | 2.18% | 1.58% | 1.67% | 1.10% | 1.29% | 1.26% | 0.92% |
FGRTX Fidelity Mega Cap Stock Fund | 1.00% | 1.04% | 1.06% | 1.34% | 1.76% | 2.87% | 2.01% | 2.22% | 1.57% | 1.48% | 4.07% | 5.39% |
Drawdowns
FSLVX vs. FGRTX - Drawdown Comparison
The maximum FSLVX drawdown since its inception was -60.42%, which is greater than FGRTX's maximum drawdown of -57.06%. Use the drawdown chart below to compare losses from any high point for FSLVX and FGRTX. For additional features, visit the drawdowns tool.
Volatility
FSLVX vs. FGRTX - Volatility Comparison
The current volatility for Fidelity Stock Selector Large Cap Value Fund (FSLVX) is 2.77%, while Fidelity Mega Cap Stock Fund (FGRTX) has a volatility of 3.94%. This indicates that FSLVX experiences smaller price fluctuations and is considered to be less risky than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.