Correlation
The correlation between WLGAX and FSPGX is 0.93, 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.
WLGAX vs. FSPGX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WLGAX or FSPGX.
Performance
WLGAX vs. FSPGX - Performance Comparison
Loading data...
Key characteristics
WLGAX:
0.51
FSPGX:
0.64
WLGAX:
0.86
FSPGX:
1.08
WLGAX:
1.12
FSPGX:
1.15
WLGAX:
0.54
FSPGX:
0.72
WLGAX:
1.88
FSPGX:
2.40
WLGAX:
5.51%
FSPGX:
7.04%
WLGAX:
20.51%
FSPGX:
25.58%
WLGAX:
-49.78%
FSPGX:
-32.66%
WLGAX:
-4.63%
FSPGX:
-4.19%
Returns By Period
In the year-to-date period, WLGAX achieves a -0.77% return, which is significantly lower than FSPGX's -0.15% return.
WLGAX
-0.77%
7.29%
-2.15%
10.38%
16.13%
15.04%
14.53%
FSPGX
-0.15%
9.61%
0.78%
16.31%
19.66%
17.91%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WLGAX vs. FSPGX - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
WLGAX vs. FSPGX — Risk-Adjusted Performance Rank
WLGAX
FSPGX
WLGAX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) 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.
Loading data...
Dividends
WLGAX vs. FSPGX - Dividend Comparison
WLGAX's dividend yield for the trailing twelve months is around 1.67%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLGAX Delaware Ivy Large Cap Growth Fund | 1.67% | 1.66% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% | 7.61% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% |
Drawdowns
WLGAX vs. FSPGX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -49.78%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for WLGAX and FSPGX.
Loading data...
Volatility
WLGAX vs. FSPGX - Volatility Comparison
The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 4.48%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.83%. This indicates that WLGAX 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.
Loading data...