FCPGX vs. FDGRX
Compare and contrast key facts about Fidelity Small Cap Growth Fund (FCPGX) and Fidelity Growth Company Fund (FDGRX).
FCPGX is managed by Fidelity. It was launched on Nov 3, 2004. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPGX or FDGRX.
Performance
FCPGX vs. FDGRX - Performance Comparison
Returns By Period
In the year-to-date period, FCPGX achieves a 23.52% return, which is significantly lower than FDGRX's 32.36% return. Over the past 10 years, FCPGX has underperformed FDGRX with an annualized return of 7.52%, while FDGRX has yielded a comparatively higher 13.04% annualized return.
FCPGX
23.52%
-0.06%
10.60%
40.09%
5.58%
7.52%
FDGRX
32.36%
0.40%
12.91%
36.29%
14.98%
13.04%
Key characteristics
FCPGX | FDGRX | |
---|---|---|
Sharpe Ratio | 2.02 | 1.89 |
Sortino Ratio | 2.75 | 2.49 |
Omega Ratio | 1.34 | 1.34 |
Calmar Ratio | 1.03 | 1.29 |
Martin Ratio | 12.13 | 9.44 |
Ulcer Index | 3.28% | 3.87% |
Daily Std Dev | 19.69% | 19.35% |
Max Drawdown | -59.11% | -71.50% |
Current Drawdown | -13.39% | -3.34% |
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FCPGX vs. FDGRX - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Correlation
The correlation between FCPGX and FDGRX is 0.87, 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.
Risk-Adjusted Performance
FCPGX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) 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
FCPGX vs. FDGRX - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 0.82%, while FDGRX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Small Cap Growth Fund | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% | 16.99% |
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
FCPGX vs. FDGRX - Drawdown Comparison
The maximum FCPGX drawdown since its inception was -59.11%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FCPGX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FCPGX vs. FDGRX - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 6.51% compared to Fidelity Growth Company Fund (FDGRX) at 5.75%. This indicates that FCPGX'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.