BRK-B vs. FDGRX

Last updated Apr 4, 2026

Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and Fidelity Growth Company Fund (FDGRX).

FDGRX is managed by Fidelity.

Performance

BRK-B vs. FDGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hathaway Inc. (BRK-B) and Fidelity Growth Company Fund (FDGRX). The values are adjusted to include any dividend payments, if applicable.

BRK-B vs. FDGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BRK-B Berkshire Hathaway Inc.	-5.03%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%
FDGRX Fidelity Growth Company Fund	-0.67%	18.54%	37.18%	47.25%	-33.86%	22.57%	67.42%	38.40%	-4.14%	36.76%

Returns By Period

In the year-to-date period, BRK-B achieves a -5.03% return, which is significantly lower than FDGRX's -0.67% return. Over the past 10 years, BRK-B has underperformed FDGRX with an annualized return of 12.79%, while FDGRX has yielded a comparatively higher 20.61% annualized return.

BRK-B

• 1D: -0.24%
• 1M: -2.08%
• YTD: -5.03%
• 6M: -4.29%
• 1Y: -9.96%
• 3Y*: 15.44%
• 5Y*: 13.08%
• 10Y*: 12.79%

FDGRX

• 1D: 0.57%
• 1M: -2.32%
• YTD: -0.67%
• 6M: -1.53%
• 1Y: 41.58%
• 3Y*: 26.71%
• 5Y*: 13.09%
• 10Y*: 20.61%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BRK-B vs. FDGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRK-B

BRK-B Risk / Return Rank: 15
BRK-B Sharpe Ratio Rank: 14
BRK-B Sortino Ratio Rank: 15
BRK-B Omega Ratio Rank: 14
BRK-B Calmar Ratio Rank: 15
BRK-B Martin Ratio Rank: 16

FDGRX

FDGRX Risk / Return Rank: 71
FDGRX Sharpe Ratio Rank: 63
FDGRX Sortino Ratio Rank: 64
FDGRX Omega Ratio Rank: 60
FDGRX Calmar Ratio Rank: 87
FDGRX Martin Ratio Rank: 78

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRK-B vs. FDGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Fidelity Growth Company Fund (FDGRX). 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.

	BRK-B	FDGRX	Difference
Sharpe ratio Return per unit of total volatility	-0.62	1.32	-1.94
Sortino ratio Return per unit of downside risk	-0.73	1.90	-2.63
Omega ratio Gain probability vs. loss probability	0.90	1.27	-0.37
Calmar ratio Return relative to maximum drawdown	-0.70	2.66	-3.35
Martin ratio Return relative to average drawdown	-1.19	9.16	-10.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRK-B vs. FDGRX - Sharpe Ratio Comparison

The current BRK-B Sharpe Ratio is -0.62, which is lower than the FDGRX Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of BRK-B and FDGRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BRK-B	FDGRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.62	1.32	-1.94
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.76	0.55	+0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.66	0.89	-0.23
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.67	-0.19

Correlation

The correlation between BRK-B and FDGRX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BRK-B vs. FDGRX - Dividend Comparison

Neither BRK-B nor FDGRX has paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FDGRX Fidelity Growth Company Fund	0.00%	0.00%	8.86%	3.83%	7.20%	10.67%	8.86%	3.84%	6.38%	4.73%	6.16%	3.92%

Drawdowns

BRK-B vs. FDGRX - Drawdown Comparison

The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for BRK-B and FDGRX.

Drawdown Indicators

	BRK-B	FDGRX	Difference
Max Drawdown Largest peak-to-trough decline	-53.86%	-71.62%	+17.76%
Max Drawdown (1Y) Largest decline over 1 year	-14.95%	-12.60%	-2.35%
Max Drawdown (5Y) Largest decline over 5 years	-26.58%	-40.25%	+13.67%
Max Drawdown (10Y) Largest decline over 10 years	-29.57%	-40.25%	+10.68%
Current Drawdown Current decline from peak	-11.57%	-6.79%	-4.78%
Average Drawdown Average peak-to-trough decline	-11.07%	-15.96%	+4.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.75%	3.79%	+4.96%

Volatility

BRK-B vs. FDGRX - Volatility Comparison

The current volatility for Berkshire Hathaway Inc. (BRK-B) is 4.12%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 8.15%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRK-B	FDGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.12%	8.15%	-4.03%
Volatility (6M) Calculated over the trailing 6-month period	11.11%	15.35%	-4.24%
Volatility (1Y) Calculated over the trailing 1-year period	18.30%	24.71%	-6.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.20%	23.96%	-6.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.44%	23.33%	-3.89%