FDGRX vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Berkshire Hathaway Inc. (BRK-B).

FDGRX is managed by Fidelity.

Performance

FDGRX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Company Fund (FDGRX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

FDGRX vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FDGRX Fidelity Growth Company Fund	-2.70%	18.54%	37.18%	47.25%	-33.86%	22.57%	67.42%	38.40%	-4.14%	36.76%
BRK-B Berkshire Hathaway Inc.	-4.80%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%

Returns By Period

In the year-to-date period, FDGRX achieves a -2.70% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, FDGRX has outperformed BRK-B with an annualized return of 20.34%, while BRK-B has yielded a comparatively lower 12.78% annualized return.

FDGRX

• 1D: 4.47%
• 1M: -4.63%
• YTD: -2.70%
• 6M: -3.20%
• 1Y: 31.14%
• 3Y*: 25.93%
• 5Y*: 12.63%
• 10Y*: 20.34%

BRK-B

• 1D: -0.15%
• 1M: -0.35%
• YTD: -4.80%
• 6M: -3.95%
• 1Y: -10.22%
• 3Y*: 15.72%
• 5Y*: 13.13%
• 10Y*: 12.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

FDGRX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDGRX

FDGRX Risk / Return Rank: 76
FDGRX Sharpe Ratio Rank: 73
FDGRX Sortino Ratio Rank: 74
FDGRX Omega Ratio Rank: 70
FDGRX Calmar Ratio Rank: 84
FDGRX Martin Ratio Rank: 77

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 16
BRK-B Sortino Ratio Rank: 16
BRK-B Omega Ratio Rank: 16
BRK-B Calmar Ratio Rank: 17
BRK-B Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDGRX vs. BRK-B - Risk-Adjusted Trends Comparison

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.

	FDGRX	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	1.31	-0.56	+1.87
Sortino ratio Return per unit of downside risk	1.88	-0.65	+2.53
Omega ratio Gain probability vs. loss probability	1.27	0.91	+0.36
Calmar ratio Return relative to maximum drawdown	2.12	-0.68	+2.80
Martin ratio Return relative to average drawdown	7.42	-1.16	+8.59
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FDGRX vs. BRK-B - Sharpe Ratio Comparison

The current FDGRX Sharpe Ratio is 1.31, which is higher than the BRK-B Sharpe Ratio of -0.56. 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.

Sharpe Ratios by Period

	FDGRX	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.31	-0.56	+1.87
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.53	0.77	-0.24
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.88	0.66	+0.22
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.48	+0.19

Correlation

The correlation between FDGRX and BRK-B is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

FDGRX vs. BRK-B - Dividend Comparison

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

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FDGRX Fidelity Growth Company Fund	0.00%	0.00%	8.86%	3.83%	7.20%	10.67%	8.86%	3.84%	6.38%	4.73%	6.16%	3.92%
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

FDGRX vs. BRK-B - Drawdown Comparison

The maximum FDGRX drawdown since its inception was -71.62%, 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.

Drawdown Indicators

	FDGRX	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-71.62%	-53.86%	-17.76%
Max Drawdown (1Y) Largest decline over 1 year	-13.07%	-14.95%	+1.88%
Max Drawdown (5Y) Largest decline over 5 years	-40.25%	-26.58%	-13.67%
Max Drawdown (10Y) Largest decline over 10 years	-40.25%	-29.57%	-10.68%
Current Drawdown Current decline from peak	-8.69%	-11.36%	+2.67%
Average Drawdown Average peak-to-trough decline	-15.97%	-11.07%	-4.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.74%	8.72%	-4.98%

Volatility

FDGRX vs. BRK-B - Volatility Comparison

Fidelity Growth Company Fund (FDGRX) has a higher volatility of 8.21% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. 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.

Volatility by Period

	FDGRX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.21%	4.33%	+3.88%
Volatility (6M) Calculated over the trailing 6-month period	15.30%	11.14%	+4.16%
Volatility (1Y) Calculated over the trailing 1-year period	24.68%	18.30%	+6.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.97%	17.20%	+6.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.33%	19.45%	+3.88%