FDGRX vs. FDEGX

In the year-to-date period, FDGRX achieves a -5.03% return, which is significantly lower than FDEGX's 4.82% return. Over the past 10 years, FDGRX has outperformed FDEGX with an annualized return of 17.58%, while FDEGX has yielded a comparatively lower 10.97% annualized return.

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FDGRX has a 0.79% expense ratio, which is higher than FDEGX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Strategies Fund (FDEGX). 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 0.38, which is lower than the FDEGX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of FDGRX and FDEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDGRX's dividend yield for the trailing twelve months is around 9.33%, more than FDEGX's 7.53% yield.

The maximum FDGRX drawdown since its inception was -71.50%, smaller than the maximum FDEGX drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for FDGRX and FDEGX.

The current volatility for Fidelity Growth Company Fund (FDGRX) is 5.84%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 6.66%. This indicates that FDGRX experiences smaller price fluctuations and is considered to be less risky than FDEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.