FCGSX vs. FDGRX
Compare and contrast key facts about Fidelity Series Growth Company Fund (FCGSX) and Fidelity Growth Company Fund (FDGRX).
FCGSX is managed by Fidelity. It was launched on Nov 7, 2013. FDGRX is managed by Fidelity.
Performance
FCGSX vs. FDGRX - Performance Comparison
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FCGSX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | -6.64% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
FDGRX Fidelity Growth Company Fund | -6.86% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FCGSX having a -6.64% return and FDGRX slightly lower at -6.86%. Over the past 10 years, FCGSX has outperformed FDGRX with an annualized return of 21.43%, while FDGRX has yielded a comparatively lower 19.82% annualized return.
FCGSX
- 1D
- -1.20%
- 1M
- -8.19%
- YTD
- -6.64%
- 6M
- -2.02%
- 1Y
- 33.82%
- 3Y*
- 27.05%
- 5Y*
- 14.28%
- 10Y*
- 21.43%
FDGRX
- 1D
- -1.22%
- 1M
- -8.22%
- YTD
- -6.86%
- 6M
- -6.92%
- 1Y
- 26.32%
- 3Y*
- 24.11%
- 5Y*
- 12.04%
- 10Y*
- 19.82%
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FCGSX vs. FDGRX - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Return for Risk
FCGSX vs. FDGRX — Risk / Return Rank
FCGSX
FDGRX
FCGSX vs. FDGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) 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.
| FCGSX | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.07 | +0.34 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.58 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.49 | +0.77 |
Martin ratioReturn relative to average drawdown | 10.23 | 5.49 | +4.75 |
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
| FCGSX | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.07 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.51 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.85 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.66 | +0.20 |
Correlation
The correlation between FCGSX and FDGRX 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.
Dividends
FCGSX vs. FDGRX - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 11.22%, while FDGRX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 11.22% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
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
FCGSX vs. FDGRX - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -38.77%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for FCGSX and FDGRX.
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Drawdown Indicators
| FCGSX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -71.62% | +32.85% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -13.07% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -40.25% | +1.48% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | -40.25% | +1.48% |
Current DrawdownCurrent decline from peak | -10.42% | -12.60% | +2.18% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -15.97% | +8.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 3.89% | -1.01% |
Volatility
FCGSX vs. FDGRX - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 6.66% and 6.72%, 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.
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Volatility by Period
| FCGSX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 6.72% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 14.66% | -0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.80% | 24.34% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.62% | 23.90% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.15% | 23.29% | -0.14% |