STFGX vs. FNILX
Compare and contrast key facts about State Farm Growth Fund (STFGX) and Fidelity ZERO Large Cap Index Fund (FNILX).
STFGX is managed by State Farm. It was launched on Mar 14, 1968. FNILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STFGX or FNILX.
Correlation
The correlation between STFGX and FNILX 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
STFGX vs. FNILX - Performance Comparison
Key characteristics
STFGX:
0.83
FNILX:
1.88
STFGX:
1.04
FNILX:
2.52
STFGX:
1.19
FNILX:
1.34
STFGX:
1.06
FNILX:
2.82
STFGX:
2.92
FNILX:
11.71
STFGX:
4.12%
FNILX:
2.08%
STFGX:
14.59%
FNILX:
12.96%
STFGX:
-48.34%
FNILX:
-33.75%
STFGX:
-7.00%
FNILX:
-0.46%
Returns By Period
In the year-to-date period, STFGX achieves a 3.81% return, which is significantly lower than FNILX's 4.25% return.
STFGX
3.81%
1.72%
0.00%
12.67%
8.27%
7.10%
FNILX
4.25%
1.16%
11.09%
24.95%
14.75%
N/A
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STFGX vs. FNILX - Expense Ratio Comparison
STFGX has a 0.12% expense ratio, which is higher than FNILX's 0.00% expense ratio. However, 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
STFGX vs. FNILX — Risk-Adjusted Performance Rank
STFGX
FNILX
STFGX vs. FNILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Growth Fund (STFGX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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
STFGX vs. FNILX - Dividend Comparison
STFGX's dividend yield for the trailing twelve months is around 1.55%, more than FNILX's 1.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 1.55% | 1.61% | 1.74% | 1.79% | 1.87% | 1.97% | 2.39% | 2.70% | 2.30% | 2.46% | 2.77% | 2.14% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.05% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
STFGX vs. FNILX - Drawdown Comparison
The maximum STFGX drawdown since its inception was -48.34%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for STFGX and FNILX. For additional features, visit the drawdowns tool.
Volatility
STFGX vs. FNILX - Volatility Comparison
The current volatility for State Farm Growth Fund (STFGX) is 2.59%, while Fidelity ZERO Large Cap Index Fund (FNILX) has a volatility of 3.03%. This indicates that STFGX experiences smaller price fluctuations and is considered to be less risky than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.