FDCPX vs. FDGRX
Compare and contrast key facts about Fidelity Select Tech Hardware Portfolio (FDCPX) and Fidelity Growth Company Fund (FDGRX).
FDCPX is managed by Fidelity. It was launched on Jul 28, 1985. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDCPX or FDGRX.
Performance
FDCPX vs. FDGRX - Performance Comparison
Returns By Period
In the year-to-date period, FDCPX achieves a 17.52% return, which is significantly lower than FDGRX's 32.49% return. Over the past 10 years, FDCPX has underperformed FDGRX with an annualized return of 3.90%, while FDGRX has yielded a comparatively higher 13.00% annualized return.
FDCPX
17.52%
-2.86%
4.80%
24.83%
7.43%
3.90%
FDGRX
32.49%
0.50%
12.15%
36.42%
14.98%
13.00%
Key characteristics
FDCPX | FDGRX | |
---|---|---|
Sharpe Ratio | 1.43 | 1.90 |
Sortino Ratio | 2.00 | 2.50 |
Omega Ratio | 1.26 | 1.34 |
Calmar Ratio | 0.99 | 1.30 |
Martin Ratio | 7.33 | 9.47 |
Ulcer Index | 3.45% | 3.87% |
Daily Std Dev | 17.70% | 19.39% |
Max Drawdown | -80.41% | -71.50% |
Current Drawdown | -6.54% | -3.25% |
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FDCPX vs. FDGRX - Expense Ratio Comparison
FDCPX has a 0.72% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Correlation
The correlation between FDCPX and FDGRX is 0.84, 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
FDCPX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Tech Hardware Portfolio (FDCPX) 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
FDCPX vs. FDGRX - Dividend Comparison
FDCPX's dividend yield for the trailing twelve months is around 0.44%, while FDGRX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Select Tech Hardware Portfolio | 0.44% | 0.51% | 0.72% | 0.70% | 1.47% | 0.92% | 1.33% | 0.88% | 1.18% | 1.17% | 0.57% | 7.34% |
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
FDCPX vs. FDGRX - Drawdown Comparison
The maximum FDCPX drawdown since its inception was -80.41%, which is greater than FDGRX's maximum drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FDCPX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FDCPX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Select Tech Hardware Portfolio (FDCPX) is 4.47%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 5.71%. This indicates that FDCPX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.