DFDPX vs. FGKFX
DFDPX (DF Dent Premier Growth Fund) and FGKFX (Fidelity Growth Company K6 Fund) are both Large Cap Growth Equities funds. Over the past 5 years, DFDPX returned 2.00%/yr vs 14.61%/yr for FGKFX. Their correlation of 0.81 means they have usually moved in the same direction. DFDPX charges 0.99%/yr vs 0.45%/yr for FGKFX.
Performance
DFDPX vs. FGKFX - Performance Comparison
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Returns By Period
In the year-to-date period, DFDPX achieves a -1.24% return, which is significantly lower than FGKFX's 15.92% return.
DFDPX
- 1D
- 1.08%
- 1M
- -0.73%
- 6M
- 0.63%
- YTD
- -1.24%
- 1Y
- -1.04%
- 3Y*
- 8.62%
- 5Y*
- 2.00%
- 10Y*
- 12.00%
- ALL TIME*
- 9.42%
FGKFX
- 1D
- 3.03%
- 1M
- -4.41%
- 6M
- 12.69%
- YTD
- 15.92%
- 1Y
- 30.68%
- 3Y*
- 26.36%
- 5Y*
- 14.61%
- 10Y*
- —
- ALL TIME*
- 23.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DFDPX vs. FGKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DFDPX DF Dent Premier Growth Fund | -1.24% | 6.88% | 14.77% | 24.60% | -28.05% | 17.01% | 28.33% | 10.29% |
FGKFX Fidelity Growth Company K6 Fund | 15.92% | 21.67% | 35.46% | 46.02% | -32.62% | 22.06% | 68.76% | 15.07% |
Correlation
The correlation between DFDPX and FGKFX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.58 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2019 | 0.81 |
Over the past year, the correlation between DFDPX and FGKFX has dropped to 0.58 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
DFDPX vs. FGKFX — Risk / Return Rank
DFDPX
FGKFX
DFDPX vs. FGKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DF Dent Premier Growth Fund (DFDPX) and Fidelity Growth Company K6 Fund (FGKFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DFDPX | FGKFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.24 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.51 | -2.67 |
| Martin ratioReturn relative to average drawdown | -0.40 | 8.60 | -9.00 |
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Drawdowns
DFDPX vs. FGKFX - Drawdown Comparison
The maximum DFDPX drawdown since its inception was -58.16%, which is greater than FGKFX's maximum drawdown of -40.14%. Use the drawdown chart below to compare losses from any high point for DFDPX and FGKFX.
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Drawdown Indicators
| DFDPX | FGKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.16% | -40.14% | -18.02% |
Max Drawdown (1Y)Largest decline over 1 year | -18.08% | -11.40% | -6.68% |
Max Drawdown (3Y)Largest decline over 3 years | -18.28% | -27.38% | +9.10% |
Max Drawdown (5Y)Largest decline over 5 years | -35.38% | -40.14% | +4.76% |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | — | — |
Current DrawdownCurrent decline from peak | -5.02% | -7.20% | +2.18% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -9.87% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.89% | 3.32% | +3.57% |
Volatility
DFDPX vs. FGKFX - Volatility Comparison
The current volatility for DF Dent Premier Growth Fund (DFDPX) is 4.37%, while Fidelity Growth Company K6 Fund (FGKFX) has a volatility of 6.46%. This indicates that DFDPX experiences smaller price fluctuations and is considered to be less risky than FGKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFDPX | FGKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 6.46% | -2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 16.18% | -4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.87% | 20.89% | -6.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.31% | 24.49% | -2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 25.75% | -4.63% |
DFDPX vs. FGKFX - Expense Ratio Comparison
DFDPX has a 0.99% expense ratio, which is higher than FGKFX's 0.45% expense ratio.
Dividends
DFDPX vs. FGKFX - Dividend Comparison
DFDPX's dividend yield for the trailing twelve months is around 7.45%, while FGKFX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFDPX DF Dent Premier Growth Fund | 7.45% | 7.36% | 14.66% | 18.69% | 0.00% | 7.37% | 2.26% | 7.21% | 9.12% | 9.82% | 4.48% | 13.48% |
FGKFX Fidelity Growth Company K6 Fund | 0.00% | 0.00% | 0.00% | 0.10% | 0.18% | 2.64% | 0.93% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DFDPX and FGKFX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FGKFX has higher volatility (6.46%) compared to DFDPX (4.37%). In terms of maximum drawdown, DFDPX dropped -58.16% vs FGKFX's -40.14%.
FGKFX currently has the higher Sharpe Ratio (1.37 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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