POGAX vs. FSPGX
Compare and contrast key facts about Putnam Growth Opportunities Fund (POGAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
POGAX is managed by Putnam. It was launched on Oct 2, 1995. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POGAX or FSPGX.
Correlation
The correlation between POGAX and FSPGX is 0.98, 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
POGAX vs. FSPGX - Performance Comparison
Key characteristics
POGAX:
2.02
FSPGX:
2.10
POGAX:
2.63
FSPGX:
2.71
POGAX:
1.36
FSPGX:
1.38
POGAX:
1.89
FSPGX:
2.76
POGAX:
10.19
FSPGX:
10.73
POGAX:
3.55%
FSPGX:
3.38%
POGAX:
17.97%
FSPGX:
17.28%
POGAX:
-76.55%
FSPGX:
-32.66%
POGAX:
-1.81%
FSPGX:
-2.05%
Returns By Period
The year-to-date returns for both stocks are quite close, with POGAX having a 36.33% return and FSPGX slightly lower at 36.03%.
POGAX
36.33%
4.81%
13.20%
36.48%
13.87%
12.59%
FSPGX
36.03%
4.07%
14.07%
36.19%
19.53%
N/A
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POGAX vs. FSPGX - Expense Ratio Comparison
POGAX has a 0.99% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
POGAX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) 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
POGAX vs. FSPGX - Dividend Comparison
POGAX's dividend yield for the trailing twelve months is around 4.48%, more than FSPGX's 0.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGAX Putnam Growth Opportunities Fund | 4.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 0.01% | 5.95% | 16.07% | 4.52% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.03% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% | 0.00% |
Drawdowns
POGAX vs. FSPGX - Drawdown Comparison
The maximum POGAX drawdown since its inception was -76.55%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for POGAX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
POGAX vs. FSPGX - Volatility Comparison
Putnam Growth Opportunities Fund (POGAX) has a higher volatility of 5.30% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.02%. This indicates that POGAX'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.