FCGSX vs. FXAIX
Compare and contrast key facts about Fidelity Series Growth Company Fund (FCGSX) and Fidelity 500 Index Fund (FXAIX).
FCGSX is managed by Fidelity. It was launched on Nov 7, 2013. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FCGSX vs. FXAIX - Performance Comparison
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FCGSX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FCGSX achieves a -6.64% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FCGSX has outperformed FXAIX with an annualized return of 21.43%, while FXAIX has yielded a comparatively lower 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FCGSX vs. FXAIX - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% 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%.
Return for Risk
FCGSX vs. FXAIX — Risk / Return Rank
FCGSX
FXAIX
FCGSX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.84 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.30 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.20 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.25 | 1.05 | +1.20 |
Martin ratioReturn relative to average drawdown | 10.23 | 5.13 | +5.10 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.84 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.68 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.77 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.75 | +0.12 |
Correlation
The correlation between FCGSX and FXAIX 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.
Dividends
FCGSX vs. FXAIX - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 11.22%, more than FXAIX's 1.20% yield.
| 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FCGSX vs. FXAIX - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -38.77%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCGSX and FXAIX.
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Drawdown Indicators
| FCGSX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -33.79% | -4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -12.13% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -24.50% | -14.27% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | -33.79% | -4.98% |
Current DrawdownCurrent decline from peak | -10.42% | -8.89% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -3.83% | -3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.50% | +0.38% |
Volatility
FCGSX vs. FXAIX - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 6.66% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FCGSX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCGSX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.66% | 4.24% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 9.08% | +4.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.80% | 18.13% | +5.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.62% | 16.88% | +6.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.15% | 18.03% | +5.12% |