FAGKX vs. FDGRX
Compare and contrast key facts about Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Growth Company Fund (FDGRX).
FAGKX is managed by Fidelity. It was launched on May 9, 2008. FDGRX is managed by Fidelity.
Performance
FAGKX vs. FDGRX - Performance Comparison
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FAGKX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAGKX Fidelity Growth Strategies Fund Class K | -3.18% | 3.13% | 17.83% | 21.07% | -26.41% | 21.43% | 29.49% | 36.75% | -6.77% | 21.07% |
FDGRX Fidelity Growth Company Fund | -2.70% | 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, FAGKX achieves a -3.18% return, which is significantly lower than FDGRX's -2.70% return. Over the past 10 years, FAGKX has underperformed FDGRX with an annualized return of 10.08%, while FDGRX has yielded a comparatively higher 20.34% annualized return.
FAGKX
- 1D
- 4.36%
- 1M
- -8.29%
- YTD
- -3.18%
- 6M
- -14.14%
- 1Y
- 7.22%
- 3Y*
- 9.58%
- 5Y*
- 4.48%
- 10Y*
- 10.08%
FDGRX
- 1D
- 4.47%
- 1M
- -4.63%
- YTD
- -2.70%
- 6M
- -3.20%
- 1Y
- 31.14%
- 3Y*
- 25.93%
- 5Y*
- 12.63%
- 10Y*
- 20.34%
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FAGKX vs. FDGRX - Expense Ratio Comparison
FAGKX has a 0.52% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Return for Risk
FAGKX vs. FDGRX — Risk / Return Rank
FAGKX
FDGRX
FAGKX vs. FDGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) 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.
| FAGKX | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.31 | -0.99 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.88 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.27 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 2.12 | -1.83 |
Martin ratioReturn relative to average drawdown | 0.84 | 7.42 | -6.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FAGKX | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.31 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.53 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.88 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.67 | -0.30 |
Correlation
The correlation between FAGKX and FDGRX is 0.90, 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.
Dividends
FAGKX vs. FDGRX - Dividend Comparison
Neither FAGKX nor FDGRX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGKX Fidelity Growth Strategies Fund Class K | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 13.99% | 8.30% | 3.73% | 0.90% | 0.05% | 0.72% | 0.29% |
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
FAGKX vs. FDGRX - Drawdown Comparison
The maximum FAGKX drawdown since its inception was -54.37%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for FAGKX and FDGRX.
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Drawdown Indicators
| FAGKX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.37% | -71.62% | +17.25% |
Max Drawdown (1Y)Largest decline over 1 year | -20.29% | -13.07% | -7.22% |
Max Drawdown (5Y)Largest decline over 5 years | -36.57% | -40.25% | +3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -36.57% | -40.25% | +3.68% |
Current DrawdownCurrent decline from peak | -16.81% | -8.69% | -8.12% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -15.97% | +5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.11% | 3.74% | +3.37% |
Volatility
FAGKX vs. FDGRX - Volatility Comparison
Fidelity Growth Strategies Fund Class K (FAGKX) has a higher volatility of 8.97% compared to Fidelity Growth Company Fund (FDGRX) at 8.21%. This indicates that FAGKX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGKX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.97% | 8.21% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 18.44% | 15.30% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.86% | 24.68% | +2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.38% | 23.97% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.01% | 23.33% | -1.32% |