FZADX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FZADX is managed by Fidelity. It was launched on Aug 13, 2013. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZADX or FSPGX.
Key characteristics
| FZADX | FSPGX | |
|---|---|---|
| YTD Return | 22.13% | 21.46% |
| 1Y Return | 31.59% | 33.75% |
| 3Y Return (Ann) | 11.06% | 9.59% |
| 5Y Return (Ann) | 12.98% | 18.90% |
| Sharpe Ratio | 2.19 | 1.89 |
| Daily Std Dev | 14.48% | 17.16% |
| Max Drawdown | -41.31% | -32.66% |
| Current Drawdown | -1.63% | -4.10% |
Correlation
The correlation between FZADX and FSPGX is 0.79, 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
FZADX vs. FSPGX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FZADX having a 22.13% return and FSPGX slightly lower at 21.46%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FZADX vs. FSPGX - Expense Ratio Comparison
FZADX has a 0.45% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FZADX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class Z (FZADX) 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
FZADX vs. FSPGX - Dividend Comparison
FZADX's dividend yield for the trailing twelve months is around 2.61%, more than FSPGX's 0.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 2.61% | 3.13% | 9.32% | 5.40% | 1.67% | 4.65% | 17.71% | 16.01% | 1.47% | 2.20% | 10.63% | 0.92% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.46% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
FZADX vs. FSPGX - Drawdown Comparison
The maximum FZADX drawdown since its inception was -41.31%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FZADX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FZADX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Advisor Dividend Growth Fund Class Z (FZADX) is 5.33%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.10%. This indicates that FZADX 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.