FTGRX vs. ACUSX

Last updated Jun 4, 2026

FTGRX (Fidelity Advisor Mega Cap Stock Fund Class M) and ACUSX (Advisors Capital US Dividend Fund) are both Large Cap Blend Equities funds. Over the past 5 years, FTGRX returned 15.69%/yr vs 7.73%/yr for ACUSX. Their correlation of 0.89 suggests significant overlap in exposure. FTGRX charges 1.15%/yr vs 1.95%/yr for ACUSX.

Performance

FTGRX vs. ACUSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) and Advisors Capital US Dividend Fund (ACUSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with FTGRX having a 10.26% return and ACUSX slightly lower at 9.80%.

FTGRX

• 1D: -0.32%
• 1M: 3.36%
• YTD: 10.26%
• 6M: 12.12%
• 1Y: 30.68%
• 3Y*: 24.92%
• 5Y*: 15.69%
• 10Y*: 15.95%

ACUSX

• 1D: 0.13%
• 1M: 4.92%
• YTD: 9.80%
• 6M: 8.63%
• 1Y: 21.63%
• 3Y*: 16.58%
• 5Y*: 7.73%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FTGRX vs. ACUSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
FTGRX Fidelity Advisor Mega Cap Stock Fund Class M	10.26%	26.22%	25.36%	25.83%	-9.51%	13.10%
ACUSX Advisors Capital US Dividend Fund	9.80%	13.11%	15.45%	17.27%	-21.05%	15.90%

Correlation

The correlation between FTGRX and ACUSX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.82
Correlation (3Y) Calculated over the trailing 3-year period	0.86
Correlation (5Y) Calculated over the trailing 5-year period	0.89
Correlation (All Time) Calculated using the full available price history since Mar 22, 2021	0.89

The correlation between FTGRX and ACUSX has been stable across timeframes, ranging from 0.82 to 0.89 - a consistent structural relationship.

Return for Risk

FTGRX vs. ACUSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTGRX

FTGRX Risk / Return Rank: 78
FTGRX Sharpe Ratio Rank: 82
FTGRX Sortino Ratio Rank: 75
FTGRX Omega Ratio Rank: 73
FTGRX Calmar Ratio Rank: 77
FTGRX Martin Ratio Rank: 84

ACUSX

ACUSX Risk / Return Rank: 59
ACUSX Sharpe Ratio Rank: 55
ACUSX Sortino Ratio Rank: 51
ACUSX Omega Ratio Rank: 51
ACUSX Calmar Ratio Rank: 71
ACUSX Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FTGRX vs. ACUSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) and Advisors Capital US Dividend Fund (ACUSX). 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.

	FTGRX	ACUSX	Difference
Sharpe ratio: Return per unit of total volatility	2.64	2.18	+0.46
Sortino ratio: Return per unit of downside risk	3.62	3.03	+0.60
Omega ratio: Gain probability vs. loss probability	1.48	1.39	+0.09
Calmar ratio: Return relative to maximum drawdown	3.49	3.27	+0.22
Martin ratio: Return relative to average drawdown	15.82	13.36	+2.46
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FTGRX vs. ACUSX - Sharpe Ratio Comparison

The current FTGRX Sharpe Ratio is 2.64, which is comparable to the ACUSX Sharpe Ratio of 2.18. The chart below compares the historical Sharpe Ratios of FTGRX and ACUSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FTGRX	ACUSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.64	2.18	+0.46
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.94	0.01	+0.94
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.88	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.58	0.01	+0.57

Drawdowns

FTGRX vs. ACUSX - Drawdown Comparison

The maximum FTGRX drawdown since its inception was -52.75%, smaller than the maximum ACUSX drawdown of -96.85%. Use the drawdown chart below to compare losses from any high point for FTGRX and ACUSX.

Drawdown Indicators

	FTGRX	ACUSX	Difference
Max Drawdown Largest peak-to-trough decline	-52.75%	-96.85%	+44.10%
Max Drawdown (1Y) Largest decline over 1 year	-9.06%	-6.82%	-2.24%
Max Drawdown (3Y) Largest decline over 3 years	-18.54%	-96.85%	+78.31%
Max Drawdown (5Y) Largest decline over 5 years	-23.63%	-96.85%	+73.22%
Max Drawdown (10Y) Largest decline over 10 years	-35.31%	—	—
Current Drawdown Current decline from peak	-0.32%	-95.56%	+95.24%
Average Drawdown Average peak-to-trough decline	-6.79%	-31.74%	+24.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.99%	1.67%	+0.32%

Volatility

FTGRX vs. ACUSX - Volatility Comparison

Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) and Advisors Capital US Dividend Fund (ACUSX) have volatilities of 2.70% and 2.73%, 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.

Volatility by Period

	FTGRX	ACUSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.70%	2.73%	-0.03%
Volatility (6M) Calculated over the trailing 6-month period	9.05%	7.64%	+1.41%
Volatility (1Y) Calculated over the trailing 1-year period	11.98%	10.24%	+1.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.71%	1,173.45%	-1,156.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.13%	1,150.34%	-1,132.21%

FTGRX vs. ACUSX - Expense Ratio Comparison

FTGRX has a 1.15% expense ratio, which is lower than ACUSX's 1.95% expense ratio.

Dividends

FTGRX vs. ACUSX - Dividend Comparison

FTGRX's dividend yield for the trailing twelve months is around 3.12%, while ACUSX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACUSX Advisors Capital US Dividend Fund	0.00%	0.00%	0.04%	0.19%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FTGRX Fidelity Advisor Mega Cap Stock Fund Class M	3.12%	3.44%	2.20%	1.60%	3.88%	4.34%	7.59%	12.62%	21.28%	15.95%	1.52%	3.66%

Frequently Asked Questions

Can I hold both FTGRX and ACUSX in my portfolio?

FTGRX and ACUSX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FTGRX or ACUSX?

ACUSX has higher volatility (2.73%) compared to FTGRX (2.70%). In terms of maximum drawdown, FTGRX dropped -52.75% vs ACUSX's -96.85%.

Which has better risk-adjusted returns?

FTGRX currently has the higher Sharpe Ratio (2.64 vs 2.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.