FTAAX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Asset Manager 30% Fund Class A (FTAAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FTAAX is managed by Blackrock. It was launched on Oct 9, 2007. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTAAX or FSPGX.
Correlation
The correlation between FTAAX and FSPGX is 0.79, 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
FTAAX vs. FSPGX - Performance Comparison
Key characteristics
FTAAX:
1.53
FSPGX:
1.58
FTAAX:
2.20
FSPGX:
2.11
FTAAX:
1.28
FSPGX:
1.29
FTAAX:
1.02
FSPGX:
2.13
FTAAX:
6.79
FSPGX:
8.02
FTAAX:
1.19%
FSPGX:
3.49%
FTAAX:
5.25%
FSPGX:
17.78%
FTAAX:
-26.48%
FSPGX:
-32.66%
FTAAX:
-0.52%
FSPGX:
-0.95%
Returns By Period
In the year-to-date period, FTAAX achieves a 2.25% return, which is significantly lower than FSPGX's 3.22% return.
FTAAX
2.25%
0.97%
2.12%
8.25%
2.82%
3.05%
FSPGX
3.22%
1.13%
14.24%
29.69%
18.17%
N/A
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FTAAX vs. FSPGX - Expense Ratio Comparison
FTAAX has a 0.83% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FTAAX vs. FSPGX — Risk-Adjusted Performance Rank
FTAAX
FSPGX
FTAAX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 30% Fund Class A (FTAAX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
FTAAX vs. FSPGX - Dividend Comparison
FTAAX's dividend yield for the trailing twelve months is around 2.70%, more than FSPGX's 0.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTAAX Fidelity Advisor Asset Manager 30% Fund Class A | 2.70% | 2.70% | 2.49% | 2.18% | 1.22% | 1.20% | 1.74% | 1.75% | 1.21% | 1.41% | 1.88% | 4.36% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.36% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
FTAAX vs. FSPGX - Drawdown Comparison
The maximum FTAAX drawdown since its inception was -26.48%, smaller than the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FTAAX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FTAAX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 30% Fund Class A (FTAAX) is 1.31%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 4.99%. This indicates that FTAAX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.