PINDX vs. FSPGX

In the year-to-date period, PINDX achieves a 1.04% return, which is significantly higher than FSPGX's 0.23% return.

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PINDX has a 1.05% expense ratio, which is higher than FSPGX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) 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.

The current PINDX Sharpe Ratio is 0.44, which is lower than the FSPGX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of PINDX and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PINDX's dividend yield for the trailing twelve months is around 0.22%, less than FSPGX's 0.37% yield.

The maximum PINDX drawdown since its inception was -61.99%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for PINDX and FSPGX. For additional features, visit the drawdowns tool.

Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 7.33% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.88%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.