FXAIX vs. FSPGX
Compare and contrast key facts about Fidelity 500 Index Fund (FXAIX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FXAIX is managed by Fidelity. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXAIX or FSPGX.
Correlation
The correlation between FXAIX and FSPGX is 0.94, 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
FXAIX vs. FSPGX - Performance Comparison
Key characteristics
FXAIX:
0.31
FSPGX:
0.21
FXAIX:
0.57
FSPGX:
0.46
FXAIX:
1.08
FSPGX:
1.06
FXAIX:
0.32
FSPGX:
0.22
FXAIX:
1.43
FSPGX:
0.83
FXAIX:
4.19%
FSPGX:
6.18%
FXAIX:
19.11%
FSPGX:
24.64%
FXAIX:
-33.79%
FSPGX:
-32.66%
FXAIX:
-13.85%
FSPGX:
-18.15%
Returns By Period
In the year-to-date period, FXAIX achieves a -9.86% return, which is significantly higher than FSPGX's -14.71% return.
FXAIX
-9.86%
-6.86%
-9.36%
6.81%
14.71%
11.49%
FSPGX
-14.71%
-7.32%
-10.46%
6.59%
16.04%
N/A
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FXAIX vs. FSPGX - Expense Ratio Comparison
FXAIX has a 0.02% expense ratio, which is lower than FSPGX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FXAIX vs. FSPGX — Risk-Adjusted Performance Rank
FXAIX
FSPGX
FXAIX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) 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
FXAIX vs. FSPGX - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.41%, more than FSPGX's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.41% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.43% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
FXAIX vs. FSPGX - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, roughly equal to the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FXAIX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FXAIX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity 500 Index Fund (FXAIX) is 13.77%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 16.07%. This indicates that FXAIX 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.