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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGKX or FDGRX.
Key characteristics
| FAGKX | FDGRX | |
|---|---|---|
| YTD Return | 19.67% | 29.48% |
| 1Y Return | 34.39% | 44.99% |
| 3Y Return (Ann) | 1.80% | 6.02% |
| 5Y Return (Ann) | 12.42% | 23.15% |
| 10Y Return (Ann) | 11.19% | 18.71% |
| Sharpe Ratio | 2.40 | 2.50 |
| Sortino Ratio | 3.18 | 3.21 |
| Omega Ratio | 1.42 | 1.44 |
| Calmar Ratio | 1.54 | 2.50 |
| Martin Ratio | 13.60 | 12.60 |
| Ulcer Index | 2.74% | 3.74% |
| Daily Std Dev | 15.44% | 18.89% |
| Max Drawdown | -54.37% | -71.50% |
| Current Drawdown | -3.39% | -2.64% |
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.
Performance
FAGKX vs. FDGRX - Performance Comparison
In the year-to-date period, FAGKX achieves a 19.67% return, which is significantly lower than FDGRX's 29.48% return. Over the past 10 years, FAGKX has underperformed FDGRX with an annualized return of 11.19%, while FDGRX has yielded a comparatively higher 18.71% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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.
Dividends
FAGKX vs. FDGRX - Dividend Comparison
FAGKX's dividend yield for the trailing twelve months is around 0.13%, less than FDGRX's 2.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGKX Fidelity Growth Strategies Fund Class K | 0.13% | 0.16% | 0.00% | 13.99% | 8.30% | 3.73% | 0.90% | 0.55% | 0.72% | 0.29% | 0.92% | 0.38% |
FDGRX Fidelity Growth Company Fund | 2.96% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 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.
Volatility
FAGKX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Growth Strategies Fund Class K (FAGKX) is 3.91%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 4.65%. This indicates that FAGKX 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.