FDEGX vs. CMGIX

In the year-to-date period, FDEGX achieves a 7.40% return, which is significantly higher than CMGIX's -0.46% return. Over the past 10 years, FDEGX has outperformed CMGIX with an annualized return of 11.12%, while CMGIX has yielded a comparatively lower 8.77% annualized return.

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FDEGX has a 0.63% expense ratio, which is lower than CMGIX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) and BlackRock Mid-Cap Growth Equity Portfolio (CMGIX). 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 FDEGX Sharpe Ratio is 0.73, which is higher than the CMGIX Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of FDEGX and CMGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDEGX's dividend yield for the trailing twelve months is around 7.35%, while CMGIX has not paid dividends to shareholders.

The maximum FDEGX drawdown since its inception was -85.76%, roughly equal to the maximum CMGIX drawdown of -82.66%. Use the drawdown chart below to compare losses from any high point for FDEGX and CMGIX. For additional features, visit the drawdowns tool.

Fidelity Growth Strategies Fund (FDEGX) and BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) have volatilities of 8.17% and 8.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.