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.
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
Key characteristics
FAGKX:
1.88
FDGRX:
1.86
FAGKX:
2.52
FDGRX:
2.44
FAGKX:
1.33
FDGRX:
1.33
FAGKX:
1.20
FDGRX:
1.30
FAGKX:
10.97
FDGRX:
9.42
FAGKX:
2.98%
FDGRX:
3.89%
FAGKX:
17.41%
FDGRX:
19.75%
FAGKX:
-54.37%
FDGRX:
-71.50%
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
30.34%
-1.94%
15.58%
30.67%
7.50%
8.93%
FDGRX
39.38%
3.80%
11.03%
34.90%
15.04%
13.41%
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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 0.12%, while FDGRX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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.
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.