EGFIX vs. FDGRX

The year-to-date returns for both stocks are quite close, with EGFIX having a 4.17% return and FDGRX slightly lower at 4.12%. Over the past 10 years, EGFIX has underperformed FDGRX with an annualized return of 8.73%, while FDGRX has yielded a comparatively higher 12.85% annualized return.

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EGFIX has a 1.00% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) 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.

The current EGFIX Sharpe Ratio is 0.12, which is lower than the FDGRX Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of EGFIX and FDGRX, 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 EGFIX nor FDGRX has paid dividends to shareholders.

The maximum EGFIX drawdown since its inception was -54.64%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for EGFIX and FDGRX. For additional features, visit the drawdowns tool.

The current volatility for Edgewood Growth Fund (EGFIX) is 4.47%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 10.14%. This indicates that EGFIX 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.