TRGOX vs. FSPGX

In the year-to-date period, TRGOX achieves a 0.86% return, which is significantly higher than FSPGX's -0.28% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TRGOX has a 0.70% expense ratio, which is higher than FSPGX's 0.04% expense ratio.

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.

The current TRGOX Sharpe Ratio is 0.47, which is lower than the FSPGX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of TRGOX 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.

TRGOX has not paid dividends to shareholders, while FSPGX's dividend yield for the trailing twelve months is around 0.37%.

The maximum TRGOX drawdown since its inception was -44.00%, 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.

T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and Fidelity Large Cap Growth Index Fund (FSPGX) have volatilities of 7.47% and 7.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.