FDEGX vs. FDGRX
Compare and contrast key facts about Fidelity Growth Strategies Fund (FDEGX) and Fidelity Growth Company Fund (FDGRX).
FDEGX is managed by Fidelity. It was launched on Dec 28, 1990. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEGX or FDGRX.
Performance
FDEGX vs. FDGRX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FDEGX having a 34.77% return and FDGRX slightly lower at 34.65%. Over the past 10 years, FDEGX has underperformed FDGRX with an annualized return of 9.32%, while FDGRX has yielded a comparatively higher 13.09% annualized return.
FDEGX
34.77%
10.27%
20.29%
44.25%
8.85%
9.32%
FDGRX
34.65%
1.73%
13.85%
37.40%
15.39%
13.09%
Key characteristics
| FDEGX | FDGRX | |
|---|---|---|
| Sharpe Ratio | 2.74 | 1.95 |
| Sortino Ratio | 3.67 | 2.56 |
| Omega Ratio | 1.47 | 1.35 |
| Calmar Ratio | 1.47 | 1.34 |
| Martin Ratio | 16.18 | 9.74 |
| Ulcer Index | 2.77% | 3.88% |
| Daily Std Dev | 16.39% | 19.35% |
| Max Drawdown | -85.76% | -71.50% |
| Current Drawdown | 0.00% | -1.67% |
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FDEGX vs. FDGRX - Expense Ratio Comparison
FDEGX has a 0.63% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Correlation
The correlation between FDEGX and FDGRX is 0.91, 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
FDEGX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) 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
FDEGX vs. FDGRX - Dividend Comparison
FDEGX's dividend yield for the trailing twelve months is around 0.04%, while FDGRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.44% | 0.75% | 0.38% | 0.54% | 0.13% | 0.59% | 0.18% |
FDGRX 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
FDEGX vs. FDGRX - Drawdown Comparison
The maximum FDEGX drawdown since its inception was -85.76%, which is greater than FDGRX's maximum drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FDEGX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FDEGX vs. FDGRX - Volatility Comparison
Fidelity Growth Strategies Fund (FDEGX) has a higher volatility of 6.73% compared to Fidelity Growth Company Fund (FDGRX) at 5.57%. This indicates that FDEGX'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.