FDGRX vs. BRK-B

In the year-to-date period, FDGRX achieves a 1.31% return, which is significantly lower than BRK-B's 3.24% return. Both investments have delivered pretty close results over the past 10 years, with FDGRX having a 12.32% annualized return and BRK-B not far behind at 12.16%.

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This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Berkshire Hathaway Inc. (BRK-B). 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 FDGRX Sharpe Ratio is 1.28, which is lower than the BRK-B Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of FDGRX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FDGRX nor BRK-B has paid dividends to shareholders.

The maximum FDGRX drawdown since its inception was -71.50%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FDGRX and BRK-B. For additional features, visit the drawdowns tool.

Fidelity Growth Company Fund (FDGRX) has a higher volatility of 10.41% compared to Berkshire Hathaway Inc. (BRK-B) at 4.55%. This indicates that FDGRX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.