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

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.


-0.50.00.51.00.9

Performance

FAGKX vs. FDGRX - 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 Company Fund (FDGRX). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
277.50%
576.35%
FAGKX
FDGRX

Key characteristics

Sharpe Ratio

FAGKX:

1.88

FDGRX:

1.86

Sortino Ratio

FAGKX:

2.52

FDGRX:

2.44

Omega Ratio

FAGKX:

1.33

FDGRX:

1.33

Calmar Ratio

FAGKX:

1.20

FDGRX:

1.30

Martin Ratio

FAGKX:

10.97

FDGRX:

9.42

Ulcer Index

FAGKX:

2.98%

FDGRX:

3.89%

Daily Std Dev

FAGKX:

17.41%

FDGRX:

19.75%

Max Drawdown

FAGKX:

-54.37%

FDGRX:

-71.50%

Current Drawdown

FAGKX:

-7.07%

FDGRX:

-2.37%

Returns By Period

In the year-to-date period, FAGKX achieves a 30.34% return, which is significantly lower than FDGRX's 39.38% return. Over the past 10 years, FAGKX has underperformed FDGRX with an annualized return of 8.93%, while FDGRX has yielded a comparatively higher 13.41% annualized return.


FAGKX

YTD

30.34%

1M

-1.94%

6M

15.58%

1Y

30.67%

5Y*

7.50%

10Y*

8.93%

FDGRX

YTD

39.38%

1M

3.80%

6M

11.03%

1Y

34.90%

5Y*

15.04%

10Y*

13.41%

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. FDGRX - Expense Ratio Comparison

FAGKX has a 0.52% expense ratio, which is lower than FDGRX's 0.79% expense ratio.


FDGRX
Fidelity Growth Company Fund
Expense ratio chart for FDGRX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%
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. FDGRX - 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 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.


Sharpe ratio
The chart of Sharpe ratio for FAGKX, currently valued at 1.88, compared to the broader market-1.000.001.002.003.004.001.881.86
The chart of Sortino ratio for FAGKX, currently valued at 2.52, compared to the broader market-2.000.002.004.006.008.0010.002.522.44
The chart of Omega ratio for FAGKX, currently valued at 1.33, compared to the broader market0.501.001.502.002.503.003.501.331.33
The chart of Calmar ratio for FAGKX, currently valued at 1.20, compared to the broader market0.002.004.006.008.0010.0012.0014.001.201.30
The chart of Martin ratio for FAGKX, currently valued at 10.97, compared to the broader market0.0020.0040.0060.0010.979.42
FAGKX
FDGRX

The current FAGKX Sharpe Ratio is 1.88, which is comparable to the FDGRX Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of FAGKX 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
1.88
1.86
FAGKX
FDGRX

Dividends

FAGKX vs. FDGRX - Dividend Comparison

FAGKX's dividend yield for the trailing twelve months is around 0.12%, while FDGRX has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FAGKX
Fidelity Growth Strategies Fund Class K
0.12%0.16%0.00%0.00%0.00%0.54%0.90%0.50%0.68%0.29%0.92%0.38%
FDGRX
Fidelity Growth Company Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.07%3.92%4.03%7.12%

Drawdowns

FAGKX vs. FDGRX - Drawdown Comparison

The maximum FAGKX drawdown since its inception was -54.37%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FAGKX and FDGRX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.07%
-2.37%
FAGKX
FDGRX

Volatility

FAGKX vs. FDGRX - Volatility Comparison

Fidelity Growth Strategies Fund Class K (FAGKX) has a higher volatility of 7.15% compared to Fidelity Growth Company Fund (FDGRX) at 5.25%. 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.15%
5.25%
FAGKX
FDGRX
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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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