FVLKX vs. FSPGX
Compare and contrast key facts about Fidelity Value Fund Class K (FVLKX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FVLKX is managed by Fidelity. It was launched on May 9, 2008. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FVLKX or FSPGX.
Correlation
The correlation between FVLKX and FSPGX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FVLKX vs. FSPGX - Performance Comparison
Key characteristics
FVLKX:
0.11
FSPGX:
1.93
FVLKX:
0.25
FSPGX:
2.52
FVLKX:
1.04
FSPGX:
1.35
FVLKX:
0.10
FSPGX:
2.60
FVLKX:
0.33
FSPGX:
9.83
FVLKX:
6.73%
FSPGX:
3.47%
FVLKX:
20.75%
FSPGX:
17.72%
FVLKX:
-62.56%
FSPGX:
-32.66%
FVLKX:
-16.32%
FSPGX:
-0.22%
Returns By Period
In the year-to-date period, FVLKX achieves a 4.25% return, which is significantly higher than FSPGX's 3.98% return.
FVLKX
4.25%
3.72%
-6.40%
2.70%
6.50%
4.73%
FSPGX
3.98%
0.20%
19.57%
33.29%
18.98%
N/A
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FVLKX vs. FSPGX - Expense Ratio Comparison
FVLKX has a 0.71% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FVLKX vs. FSPGX — Risk-Adjusted Performance Rank
FVLKX
FSPGX
FVLKX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Fund Class K (FVLKX) 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
FVLKX vs. FSPGX - Dividend Comparison
FVLKX's dividend yield for the trailing twelve months is around 1.20%, more than FSPGX's 0.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVLKX Fidelity Value Fund Class K | 1.20% | 1.25% | 1.13% | 0.79% | 1.46% | 1.06% | 1.24% | 1.52% | 1.47% | 1.34% | 12.44% | 3.18% |
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
FVLKX vs. FSPGX - Drawdown Comparison
The maximum FVLKX drawdown since its inception was -62.56%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FVLKX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FVLKX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Value Fund Class K (FVLKX) is 3.66%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.48%. This indicates that FVLKX 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.