FCGSX vs. IMCG

In the year-to-date period, FCGSX achieves a -2.29% return, which is significantly lower than IMCG's 4.24% return. Over the past 10 years, FCGSX has underperformed IMCG with an annualized return of 6.66%, while IMCG has yielded a comparatively higher 11.51% annualized return.

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FCGSX has a 0.00% expense ratio, which is lower than IMCG's 0.06% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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.

The current FCGSX Sharpe Ratio is 0.09, which is lower than the IMCG Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of FCGSX and IMCG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCGSX's dividend yield for the trailing twelve months is around 12.78%, more than IMCG's 0.74% yield.

The maximum FCGSX drawdown since its inception was -55.95%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for FCGSX and IMCG. For additional features, visit the drawdowns tool.

Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 7.10% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 5.88%. This indicates that FCGSX's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.