TLCIX vs. FSPGX

In the year-to-date period, TLCIX achieves a -0.21% return, which is significantly higher than FSPGX's -0.23% return.

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TLCIX has a 0.82% expense ratio, which is higher than FSPGX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Touchstone Large Cap Fund (TLCIX) 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 TLCIX Sharpe Ratio is 0.69, which is comparable to the FSPGX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of TLCIX 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.

TLCIX's dividend yield for the trailing twelve months is around 3.77%, more than FSPGX's 0.37% yield.

The maximum TLCIX drawdown since its inception was -34.19%, roughly equal to the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for TLCIX and FSPGX.

The current volatility for Touchstone Large Cap Fund (TLCIX) is 4.02%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.86%. This indicates that TLCIX 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.