FDGRX vs. FDEGX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Strategies Fund (FDEGX).
FDGRX is managed by Fidelity. FDEGX is managed by Fidelity. It was launched on Dec 28, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGRX or FDEGX.
Correlation
The correlation between FDGRX and FDEGX is 0.91, 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.
Performance
FDGRX vs. FDEGX - Performance Comparison
Key characteristics
FDGRX:
-0.24
FDEGX:
0.21
FDGRX:
-0.15
FDEGX:
0.47
FDGRX:
0.98
FDEGX:
1.06
FDGRX:
-0.21
FDEGX:
0.21
FDGRX:
-0.67
FDEGX:
0.74
FDGRX:
9.97%
FDEGX:
7.49%
FDGRX:
27.65%
FDEGX:
26.45%
FDGRX:
-71.50%
FDEGX:
-85.76%
FDGRX:
-27.30%
FDEGX:
-19.01%
Returns By Period
In the year-to-date period, FDGRX achieves a -17.87% return, which is significantly lower than FDEGX's -10.08% return. Both investments have delivered pretty close results over the past 10 years, with FDGRX having a 9.32% annualized return and FDEGX not far behind at 9.26%.
FDGRX
-17.87%
-9.46%
-21.27%
-5.18%
8.90%
9.32%
FDEGX
-10.08%
-4.60%
-8.06%
7.00%
11.31%
9.26%
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FDGRX vs. FDEGX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is higher than FDEGX's 0.63% expense ratio.
Risk-Adjusted Performance
FDGRX vs. FDEGX — Risk-Adjusted Performance Rank
FDGRX
FDEGX
FDGRX vs. FDEGX - Risk-Adjusted Performance Comparison
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.
Dividends
FDGRX vs. FDEGX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while FDEGX's dividend yield for the trailing twelve months is around 8.78%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% |
FDEGX Fidelity Growth Strategies Fund | 8.78% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.43% | 0.59% | 0.13% | 0.31% |
Drawdowns
FDGRX vs. FDEGX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
FDGRX vs. FDEGX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Strategies Fund (FDEGX) have volatilities of 16.35% and 16.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.