FDGRX vs. BRK-B

In the year-to-date period, FDGRX achieves a 34.65% return, which is significantly higher than BRK-B's 32.36% return. Over the past 10 years, FDGRX has outperformed BRK-B with an annualized return of 13.09%, while BRK-B has yielded a comparatively lower 12.38% annualized return.

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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 1.95, which is comparable to the BRK-B Sharpe Ratio of 2.15. 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.

The current volatility for Fidelity Growth Company Fund (FDGRX) is 5.57%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.66%. This indicates that FDGRX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.