CMGIX vs. FDEGX

In the year-to-date period, CMGIX achieves a 7.81% return, which is significantly lower than FDEGX's 8.74% return. Over the past 10 years, CMGIX has outperformed FDEGX with an annualized return of 10.79%, while FDEGX has yielded a comparatively lower 8.74% annualized return.

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

CMGIX has a 0.80% expense ratio, which is higher than FDEGX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Fidelity Growth Strategies Fund (FDEGX). 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 CMGIX Sharpe Ratio is 1.13, which is comparable to the FDEGX Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of CMGIX and FDEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CMGIX nor FDEGX has paid dividends to shareholders.

The maximum CMGIX drawdown since its inception was -82.66%, roughly equal to the maximum FDEGX drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for CMGIX and FDEGX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) is 5.36%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 9.45%. This indicates that CMGIX experiences smaller price fluctuations and is considered to be less risky than FDEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.