FTRIX vs. FGRTX

The year-to-date returns for both investments are quite close, with FTRIX having a 5.37% return and FGRTX slightly higher at 5.38%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: FTRIX at 13.09% and FGRTX at 13.09%.

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FTRIX has a 0.65% expense ratio, which is higher than FGRTX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) 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 FTRIX Sharpe Ratio is 0.87, which is comparable to the FGRTX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of FTRIX 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.

FTRIX's dividend yield for the trailing twelve months is around 2.54%, which matches FGRTX's 2.54% yield.

The maximum FTRIX drawdown since its inception was -52.83%, smaller than the maximum FGRTX drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for FTRIX and FGRTX.

Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Fidelity Mega Cap Stock Fund (FGRTX) have volatilities of 4.16% 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.