TRGOX vs. FSPGX
Compare and contrast key facts about T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and Fidelity Large Cap Growth Index Fund (FSPGX).
TRGOX is managed by T. Rowe Price. It was launched on May 1, 2020. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRGOX or FSPGX.
Key characteristics
| TRGOX | FSPGX | |
|---|---|---|
| YTD Return | 21.75% | 20.75% |
| 1Y Return | 34.35% | 33.06% |
| 3Y Return (Ann) | 5.33% | 9.33% |
| Sharpe Ratio | 2.10 | 1.92 |
| Daily Std Dev | 16.15% | 17.08% |
| Max Drawdown | -40.54% | -32.66% |
| Current Drawdown | -2.98% | -4.66% |
Correlation
The correlation between TRGOX and FSPGX is 0.97, 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
TRGOX vs. FSPGX - Performance Comparison
The year-to-date returns for both stocks are quite close, with TRGOX having a 21.75% return and FSPGX slightly lower at 20.75%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TRGOX vs. FSPGX - Expense Ratio Comparison
TRGOX has a 0.70% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
TRGOX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) 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
TRGOX vs. FSPGX - Dividend Comparison
TRGOX's dividend yield for the trailing twelve months is around 1.68%, more than FSPGX's 0.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
TRGOX T. Rowe Price Large-Cap Growth Fund Investor Class | 1.68% | 2.04% | 3.89% | 2.41% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
TRGOX vs. FSPGX - Drawdown Comparison
The maximum TRGOX drawdown since its inception was -40.54%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for TRGOX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
TRGOX vs. FSPGX - Volatility Comparison
The current volatility for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) is 4.85%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.66%. This indicates that TRGOX 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.