FSPGX vs. FGRIX
Compare and contrast key facts about Fidelity Large Cap Growth Index Fund (FSPGX) and Fidelity Growth & Income Portfolio (FGRIX).
FSPGX is managed by Fidelity. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Performance
FSPGX vs. FGRIX - Performance Comparison
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FSPGX vs. FGRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
FGRIX Fidelity Growth & Income Portfolio | -0.48% | 21.59% | 22.10% | 18.63% | -4.98% | 25.84% | 7.98% | 30.22% | -8.94% | 15.79% |
Returns By Period
In the year-to-date period, FSPGX achieves a -9.77% return, which is significantly lower than FGRIX's -0.48% return.
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
- —
FGRIX
- 1D
- 2.61%
- 1M
- -4.82%
- YTD
- -0.48%
- 6M
- 3.14%
- 1Y
- 20.96%
- 3Y*
- 18.64%
- 5Y*
- 13.19%
- 10Y*
- 13.81%
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FSPGX vs. FGRIX - Expense Ratio Comparison
FSPGX has a 0.04% expense ratio, which is lower than FGRIX's 0.57% expense ratio.
Return for Risk
FSPGX vs. FGRIX — Risk / Return Rank
FSPGX
FGRIX
FSPGX vs. FGRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Growth Index Fund (FSPGX) 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.
| FSPGX | FGRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.30 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.84 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.30 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.84 | -0.67 |
Martin ratioReturn relative to average drawdown | 4.02 | 8.41 | -4.39 |
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
| FSPGX | FGRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.30 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.85 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.58 | +0.22 |
Correlation
The correlation between FSPGX and FGRIX is 0.76, 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
FSPGX vs. FGRIX - Dividend Comparison
FSPGX's dividend yield for the trailing twelve months is around 0.38%, less than FGRIX's 9.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
FGRIX Fidelity Growth & Income Portfolio | 9.83% | 9.78% | 6.80% | 3.93% | 3.43% | 6.02% | 3.61% | 2.85% | 3.39% | 1.52% | 1.80% | 2.08% |
Drawdowns
FSPGX vs. FGRIX - Drawdown Comparison
The maximum FSPGX drawdown since its inception was -32.66%, smaller than the maximum FGRIX drawdown of -67.10%. Use the drawdown chart below to compare losses from any high point for FSPGX and FGRIX.
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Drawdown Indicators
| FSPGX | FGRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.66% | -67.10% | +34.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -11.96% | -4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -32.66% | -19.26% | -13.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.62% | — |
Current DrawdownCurrent decline from peak | -13.03% | -5.95% | -7.08% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -10.16% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 2.61% | +2.09% |
Volatility
FSPGX vs. FGRIX - Volatility Comparison
Fidelity Large Cap Growth Index Fund (FSPGX) has a higher volatility of 6.71% compared to Fidelity Growth & Income Portfolio (FGRIX) at 4.73%. This indicates that FSPGX's price experiences larger fluctuations and is considered to be riskier than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSPGX | FGRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 4.73% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.37% | 8.64% | +3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.58% | 16.49% | +6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.52% | 15.58% | +5.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.66% | 17.48% | +4.18% |