HUDIX vs. FSPGX
Compare and contrast key facts about Huber Large Cap Value Fund (HUDIX) and Fidelity Large Cap Growth Index Fund (FSPGX).
HUDIX is managed by Huber Funds. It was launched on Dec 31, 2012. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HUDIX or FSPGX.
Correlation
The correlation between HUDIX and FSPGX is 0.69, 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
HUDIX vs. FSPGX - Performance Comparison
Key characteristics
HUDIX:
1.90
FSPGX:
1.66
HUDIX:
2.64
FSPGX:
2.21
HUDIX:
1.35
FSPGX:
1.30
HUDIX:
2.58
FSPGX:
2.26
HUDIX:
9.75
FSPGX:
8.48
HUDIX:
2.52%
FSPGX:
3.50%
HUDIX:
12.94%
FSPGX:
17.82%
HUDIX:
-37.14%
FSPGX:
-32.66%
HUDIX:
-0.58%
FSPGX:
-0.44%
Returns By Period
In the year-to-date period, HUDIX achieves a 3.47% return, which is significantly lower than FSPGX's 3.75% return.
HUDIX
3.47%
1.39%
7.69%
21.17%
9.66%
8.89%
FSPGX
3.75%
2.86%
14.84%
27.91%
17.91%
N/A
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HUDIX vs. FSPGX - Expense Ratio Comparison
HUDIX has a 1.15% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
HUDIX vs. FSPGX — Risk-Adjusted Performance Rank
HUDIX
FSPGX
HUDIX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Large Cap Value Fund (HUDIX) 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
HUDIX vs. FSPGX - Dividend Comparison
HUDIX's dividend yield for the trailing twelve months is around 1.05%, more than FSPGX's 0.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUDIX Huber Large Cap Value Fund | 1.05% | 1.09% | 1.50% | 1.40% | 1.13% | 1.48% | 1.16% | 1.54% | 1.44% | 1.57% | 1.28% | 0.73% |
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
HUDIX vs. FSPGX - Drawdown Comparison
The maximum HUDIX drawdown since its inception was -37.14%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for HUDIX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
HUDIX vs. FSPGX - Volatility Comparison
The current volatility for Huber Large Cap Value Fund (HUDIX) is 2.62%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.20%. This indicates that HUDIX 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.