FTGRX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FTGRX is managed by Fidelity. It was launched on Feb 5, 2008. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTGRX or FSPGX.
Correlation
The correlation between FTGRX and FSPGX is 0.81, 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
FTGRX vs. FSPGX - Performance Comparison
Key characteristics
FTGRX:
1.82
FSPGX:
1.48
FTGRX:
2.48
FSPGX:
1.99
FTGRX:
1.34
FSPGX:
1.27
FTGRX:
2.71
FSPGX:
2.01
FTGRX:
11.03
FSPGX:
7.57
FTGRX:
2.03%
FSPGX:
3.50%
FTGRX:
12.35%
FSPGX:
17.93%
FTGRX:
-52.85%
FSPGX:
-32.66%
FTGRX:
-2.46%
FSPGX:
-3.16%
Returns By Period
In the year-to-date period, FTGRX achieves a 3.65% return, which is significantly higher than FSPGX's 0.92% return.
FTGRX
3.65%
-1.32%
7.67%
19.92%
12.54%
5.98%
FSPGX
0.92%
-2.56%
10.33%
23.03%
17.62%
N/A
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FTGRX vs. FSPGX - Expense Ratio Comparison
FTGRX has a 1.15% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FTGRX vs. FSPGX — Risk-Adjusted Performance Rank
FTGRX
FSPGX
FTGRX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) 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
FTGRX vs. FSPGX - Dividend Comparison
FTGRX's dividend yield for the trailing twelve months is around 0.52%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTGRX Fidelity Advisor Mega Cap Stock Fund Class M | 0.52% | 0.54% | 0.58% | 0.79% | 1.27% | 2.19% | 1.51% | 1.56% | 1.11% | 1.03% | 3.30% | 4.48% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
FTGRX vs. FSPGX - Drawdown Comparison
The maximum FTGRX drawdown since its inception was -52.85%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FTGRX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FTGRX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) is 3.95%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.27%. This indicates that FTGRX 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.