FDGRX vs. FCPGX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Fidelity Small Cap Growth Fund (FCPGX).
FDGRX is managed by Fidelity. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGRX or FCPGX.
Performance
FDGRX vs. FCPGX - Performance Comparison
Returns By Period
In the year-to-date period, FDGRX achieves a 34.27% return, which is significantly higher than FCPGX's 25.46% return. Over the past 10 years, FDGRX has outperformed FCPGX with an annualized return of 13.14%, while FCPGX has yielded a comparatively lower 7.67% annualized return.
FDGRX
34.27%
1.37%
13.90%
37.37%
15.33%
13.14%
FCPGX
25.46%
2.55%
12.08%
42.86%
6.02%
7.67%
Key characteristics
FDGRX | FCPGX | |
---|---|---|
Sharpe Ratio | 1.89 | 2.11 |
Sortino Ratio | 2.50 | 2.86 |
Omega Ratio | 1.34 | 1.35 |
Calmar Ratio | 1.29 | 1.08 |
Martin Ratio | 9.44 | 12.48 |
Ulcer Index | 3.88% | 3.32% |
Daily Std Dev | 19.36% | 19.66% |
Max Drawdown | -71.50% | -59.11% |
Current Drawdown | -1.94% | -12.03% |
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FDGRX vs. FCPGX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is lower than FCPGX's 1.00% expense ratio.
Correlation
The correlation between FDGRX and FCPGX is 0.87, 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
FDGRX vs. FCPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Fidelity Small Cap Growth Fund (FCPGX). 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
FDGRX vs. FCPGX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.81%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Fidelity Small Cap Growth Fund | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% | 16.99% |
Drawdowns
FDGRX vs. FCPGX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.50%, which is greater than FCPGX's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FDGRX and FCPGX. For additional features, visit the drawdowns tool.
Volatility
FDGRX vs. FCPGX - Volatility Comparison
The current volatility for Fidelity Growth Company Fund (FDGRX) is 5.86%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 6.48%. This indicates that FDGRX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.