FCGSX vs. FSAEX
Compare and contrast key facts about Fidelity Series Growth Company Fund (FCGSX) and Fidelity Series All-Sector Equity Fund (FSAEX).
FCGSX is managed by Fidelity. It was launched on Nov 7, 2013. FSAEX is managed by Fidelity. It was launched on Oct 17, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCGSX or FSAEX.
Correlation
The correlation between FCGSX and FSAEX is 0.88, 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
FCGSX vs. FSAEX - Performance Comparison
Key characteristics
FCGSX:
-0.31
FSAEX:
-0.14
FCGSX:
-0.23
FSAEX:
-0.05
FCGSX:
0.97
FSAEX:
0.99
FCGSX:
-0.23
FSAEX:
-0.11
FCGSX:
-0.78
FSAEX:
-0.39
FCGSX:
11.20%
FSAEX:
7.13%
FCGSX:
28.56%
FSAEX:
20.59%
FCGSX:
-55.95%
FSAEX:
-50.00%
FCGSX:
-33.39%
FSAEX:
-20.17%
Returns By Period
In the year-to-date period, FCGSX achieves a -17.69% return, which is significantly lower than FSAEX's -12.49% return. Over the past 10 years, FCGSX has outperformed FSAEX with an annualized return of 4.88%, while FSAEX has yielded a comparatively lower -1.36% annualized return.
FCGSX
-17.69%
-9.37%
-23.13%
-7.31%
2.23%
4.88%
FSAEX
-12.49%
-6.73%
-16.37%
-1.83%
5.99%
-1.36%
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FCGSX vs. FSAEX - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than FSAEX's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FCGSX vs. FSAEX — Risk-Adjusted Performance Rank
FCGSX
FSAEX
FCGSX vs. FSAEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) and Fidelity Series All-Sector Equity Fund (FSAEX). 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
FCGSX vs. FSAEX - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 0.62%, less than FSAEX's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 0.62% | 0.51% | 0.52% | 0.61% | 0.58% | 0.68% | 0.72% | 1.06% | 0.51% | 0.11% | 0.25% | 0.93% |
FSAEX Fidelity Series All-Sector Equity Fund | 1.38% | 1.22% | 1.27% | 1.48% | 1.18% | 1.45% | 1.75% | 2.58% | 1.49% | 1.50% | 3.89% | 11.83% |
Drawdowns
FCGSX vs. FSAEX - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -55.95%, which is greater than FSAEX's maximum drawdown of -50.00%. Use the drawdown chart below to compare losses from any high point for FCGSX and FSAEX. For additional features, visit the drawdowns tool.
Volatility
FCGSX vs. FSAEX - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 16.40% compared to Fidelity Series All-Sector Equity Fund (FSAEX) at 13.72%. This indicates that FCGSX's price experiences larger fluctuations and is considered to be riskier than FSAEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.