TLCIX vs. FSPGX
Compare and contrast key facts about Touchstone Large Cap Fund (TLCIX) and Fidelity Large Cap Growth Index Fund (FSPGX).
TLCIX is managed by Touchstone. It was launched on Jul 9, 2014. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLCIX or FSPGX.
Key characteristics
| TLCIX | FSPGX | |
|---|---|---|
| YTD Return | 12.70% | 21.46% |
| 1Y Return | 16.76% | 33.75% |
| 3Y Return (Ann) | 6.08% | 9.59% |
| 5Y Return (Ann) | 10.15% | 18.90% |
| Sharpe Ratio | 1.45 | 1.89 |
| Daily Std Dev | 10.79% | 17.16% |
| Max Drawdown | -34.19% | -32.66% |
| Current Drawdown | -1.15% | -4.10% |
Correlation
The correlation between TLCIX and FSPGX is 0.81, 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
TLCIX vs. FSPGX - Performance Comparison
In the year-to-date period, TLCIX achieves a 12.70% return, which is significantly lower than FSPGX's 21.46% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TLCIX vs. FSPGX - Expense Ratio Comparison
TLCIX has a 0.82% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
TLCIX vs. FSPGX - Risk-Adjusted Performance Comparison
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.
Dividends
TLCIX vs. FSPGX - Dividend Comparison
TLCIX's dividend yield for the trailing twelve months is around 1.71%, more than FSPGX's 0.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 1.71% | 1.93% | 4.29% | 3.01% | 1.28% | 7.18% | 1.12% | 0.73% | 1.02% | 0.77% | 0.11% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.46% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% |
Drawdowns
TLCIX vs. FSPGX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
TLCIX vs. FSPGX - Volatility Comparison
The current volatility for Touchstone Large Cap Fund (TLCIX) is 2.98%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.76%. 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.