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FAGKX vs. FDEGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FAGKX and FDEGX is 1.00, 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.


-0.50.00.51.01.0

Performance

FAGKX vs. FDEGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Growth Strategies Fund (FDEGX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%SeptemberOctoberNovemberDecember2025February
4.89%
4.74%
FAGKX
FDEGX

Key characteristics

Sharpe Ratio

FAGKX:

0.71

FDEGX:

0.70

Sortino Ratio

FAGKX:

1.01

FDEGX:

1.00

Omega Ratio

FAGKX:

1.14

FDEGX:

1.14

Calmar Ratio

FAGKX:

0.64

FDEGX:

0.62

Martin Ratio

FAGKX:

2.65

FDEGX:

2.60

Ulcer Index

FAGKX:

5.43%

FDEGX:

5.46%

Daily Std Dev

FAGKX:

20.42%

FDEGX:

20.44%

Max Drawdown

FAGKX:

-54.37%

FDEGX:

-85.76%

Current Drawdown

FAGKX:

-14.48%

FDEGX:

-14.59%

Returns By Period

The year-to-date returns for both stocks are quite close, with FAGKX having a 1.80% return and FDEGX slightly lower at 1.78%. Both investments have delivered pretty close results over the past 10 years, with FAGKX having a 7.50% annualized return and FDEGX not far behind at 7.33%.


FAGKX

YTD

1.80%

1M

-6.26%

6M

4.90%

1Y

12.19%

5Y*

5.13%

10Y*

7.50%

FDEGX

YTD

1.78%

1M

-6.27%

6M

4.74%

1Y

11.99%

5Y*

4.96%

10Y*

7.33%

*Annualized

Compare stocks, funds, or ETFs

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


FAGKX vs. FDEGX - Expense Ratio Comparison

FAGKX has a 0.52% expense ratio, which is lower than FDEGX's 0.63% expense ratio.


FDEGX
Fidelity Growth Strategies Fund
Expense ratio chart for FDEGX: current value at 0.63% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.63%
Expense ratio chart for FAGKX: current value at 0.52% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.52%

Risk-Adjusted Performance

FAGKX vs. FDEGX — Risk-Adjusted Performance Rank

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

FAGKX
The Risk-Adjusted Performance Rank of FAGKX is 3838
Overall Rank
The Sharpe Ratio Rank of FAGKX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGKX is 3333
Sortino Ratio Rank
The Omega Ratio Rank of FAGKX is 3434
Omega Ratio Rank
The Calmar Ratio Rank of FAGKX is 4848
Calmar Ratio Rank
The Martin Ratio Rank of FAGKX is 4141
Martin Ratio Rank

FDEGX
The Risk-Adjusted Performance Rank of FDEGX is 3737
Overall Rank
The Sharpe Ratio Rank of FDEGX is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of FDEGX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of FDEGX is 3333
Omega Ratio Rank
The Calmar Ratio Rank of FDEGX is 4848
Calmar Ratio Rank
The Martin Ratio Rank of FDEGX is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FAGKX vs. FDEGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) 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.


Sharpe ratio
The chart of Sharpe ratio for FAGKX, currently valued at 0.71, compared to the broader market-1.000.001.002.003.004.000.710.70
The chart of Sortino ratio for FAGKX, currently valued at 1.01, compared to the broader market0.002.004.006.008.0010.0012.001.011.00
The chart of Omega ratio for FAGKX, currently valued at 1.14, compared to the broader market1.002.003.004.001.141.14
The chart of Calmar ratio for FAGKX, currently valued at 0.64, compared to the broader market0.005.0010.0015.0020.000.640.62
The chart of Martin ratio for FAGKX, currently valued at 2.65, compared to the broader market0.0020.0040.0060.0080.002.652.60
FAGKX
FDEGX

The current FAGKX Sharpe Ratio is 0.71, which is comparable to the FDEGX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FAGKX 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.71
0.70
FAGKX
FDEGX

Dividends

FAGKX vs. FDEGX - Dividend Comparison

Neither FAGKX nor FDEGX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FAGKX
Fidelity Growth Strategies Fund Class K
0.00%0.00%0.16%0.00%0.00%0.00%0.54%0.90%0.50%0.68%0.29%0.92%
FDEGX
Fidelity Growth Strategies Fund
0.00%0.00%0.05%0.00%0.00%0.00%0.44%0.75%0.38%0.54%0.13%0.59%

Drawdowns

FAGKX vs. FDEGX - Drawdown Comparison

The maximum FAGKX drawdown since its inception was -54.37%, smaller than the maximum FDEGX drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for FAGKX and FDEGX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-14.48%
-14.59%
FAGKX
FDEGX

Volatility

FAGKX vs. FDEGX - Volatility Comparison

Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Growth Strategies Fund (FDEGX) have volatilities of 7.73% and 7.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
7.73%
7.73%
FAGKX
FDEGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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