FSLVX vs. FGRTX

In the year-to-date period, FSLVX achieves a 2.58% return, which is significantly lower than FGRTX's 5.38% return. Over the past 10 years, FSLVX has underperformed FGRTX with an annualized return of 8.86%, while FGRTX has yielded a comparatively higher 13.09% annualized return.

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FSLVX has a 0.76% expense ratio, which is higher than FGRTX's 0.61% expense ratio.

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.

The current FSLVX Sharpe Ratio is 0.82, which is comparable to the FGRTX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of FSLVX and FGRTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSLVX's dividend yield for the trailing twelve months is around 10.23%, more than FGRTX's 2.54% yield.

The maximum FSLVX drawdown since its inception was -60.76%, which is greater than FGRTX's maximum drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for FSLVX and FGRTX.

Fidelity Stock Selector Large Cap Value Fund (FSLVX) and Fidelity Mega Cap Stock Fund (FGRTX) have volatilities of 4.15% and 4.16%, 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.