FTRIX vs. FLCSX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Fidelity Large Cap Stock Fund (FLCSX).
FTRIX is managed by Fidelity. It was launched on Feb 5, 2008. FLCSX is managed by Fidelity. It was launched on Jun 22, 1995.
Performance
FTRIX vs. FLCSX - Performance Comparison
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FTRIX vs. FLCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTRIX Fidelity Advisor Mega Cap Stock Fund Class I | -5.12% | 26.92% | 26.00% | 26.46% | -9.00% | 26.26% | 12.96% | 31.06% | -7.43% | 17.82% |
FLCSX Fidelity Large Cap Stock Fund | -4.93% | 27.49% | 26.31% | 23.51% | -8.02% | 25.80% | 9.05% | 31.59% | -13.62% | 17.86% |
Returns By Period
The year-to-date returns for both investments are quite close, with FTRIX having a -5.12% return and FLCSX slightly higher at -4.93%. Over the past 10 years, FTRIX has outperformed FLCSX with an annualized return of 15.06%, while FLCSX has yielded a comparatively lower 14.16% annualized return.
FTRIX
- 1D
- -0.57%
- 1M
- -7.42%
- YTD
- -5.12%
- 6M
- -0.56%
- 1Y
- 23.01%
- 3Y*
- 21.19%
- 5Y*
- 14.53%
- 10Y*
- 15.06%
FLCSX
- 1D
- -0.61%
- 1M
- -8.08%
- YTD
- -4.93%
- 6M
- -0.24%
- 1Y
- 24.05%
- 3Y*
- 21.07%
- 5Y*
- 14.30%
- 10Y*
- 14.16%
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FTRIX vs. FLCSX - Expense Ratio Comparison
FTRIX has a 0.65% expense ratio, which is higher than FLCSX's 0.54% expense ratio.
Return for Risk
FTRIX vs. FLCSX — Risk / Return Rank
FTRIX
FLCSX
FTRIX vs. FLCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Fidelity Large Cap Stock Fund (FLCSX). 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.
| FTRIX | FLCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.34 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.91 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.31 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.79 | -0.05 |
Martin ratioReturn relative to average drawdown | 8.13 | 8.29 | -0.16 |
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
| FTRIX | FLCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.34 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.85 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.76 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.48 | +0.08 |
Correlation
The correlation between FTRIX and FLCSX is 0.98, 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
FTRIX vs. FLCSX - Dividend Comparison
FTRIX's dividend yield for the trailing twelve months is around 4.12%, less than FLCSX's 6.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRIX Fidelity Advisor Mega Cap Stock Fund Class I | 4.12% | 3.91% | 2.68% | 2.09% | 4.38% | 4.75% | 8.02% | 12.76% | 21.72% | 16.33% | 1.96% | 4.15% |
FLCSX Fidelity Large Cap Stock Fund | 6.83% | 6.50% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 7.63% | 3.25% | 3.61% | 4.55% |
Drawdowns
FTRIX vs. FLCSX - Drawdown Comparison
The maximum FTRIX drawdown since its inception was -52.46%, smaller than the maximum FLCSX drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for FTRIX and FLCSX.
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Drawdown Indicators
| FTRIX | FLCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.46% | -63.67% | +11.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -12.34% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -23.31% | -21.69% | -1.62% |
Max Drawdown (10Y)Largest decline over 10 years | -35.22% | -37.11% | +1.89% |
Current DrawdownCurrent decline from peak | -9.01% | -9.55% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -13.89% | +7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.66% | -0.06% |
Volatility
FTRIX vs. FLCSX - Volatility Comparison
Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Fidelity Large Cap Stock Fund (FLCSX) have volatilities of 4.35% and 4.46%, 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.
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Volatility by Period
| FTRIX | FLCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 4.46% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.25% | 9.41% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.16% | 18.31% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.66% | 16.82% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 18.65% | -0.55% |