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.
Performance
FDGRX vs. FDEGX - Performance Comparison
Loading graphics...
FDGRX vs. FDEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | -6.86% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
FDEGX Fidelity Growth Strategies Fund | -7.25% | 2.88% | 26.57% | 20.93% | -26.50% | 21.30% | 29.34% | 36.59% | -6.92% | 21.03% |
Returns By Period
In the year-to-date period, FDGRX achieves a -6.86% return, which is significantly higher than FDEGX's -7.25% return. Over the past 10 years, FDGRX has outperformed FDEGX with an annualized return of 19.82%, while FDEGX has yielded a comparatively lower 10.27% annualized return.
FDGRX
- 1D
- -1.22%
- 1M
- -8.22%
- YTD
- -6.86%
- 6M
- -6.92%
- 1Y
- 26.32%
- 3Y*
- 24.11%
- 5Y*
- 12.04%
- 10Y*
- 19.82%
FDEGX
- 1D
- -2.00%
- 1M
- -11.55%
- YTD
- -7.25%
- 6M
- -18.20%
- 1Y
- 3.75%
- 3Y*
- 10.51%
- 5Y*
- 5.38%
- 10Y*
- 10.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDGRX vs. FDEGX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is higher than FDEGX's 0.63% expense ratio.
Return for Risk
FDGRX vs. FDEGX — Risk / Return Rank
FDGRX
FDEGX
FDGRX vs. FDEGX - Risk-Adjusted Trends 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.
| FDGRX | FDEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.13 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.58 | 0.36 | +1.22 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.05 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | -0.02 | +1.51 |
Martin ratioReturn relative to average drawdown | 5.49 | -0.06 | +5.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FDGRX | FDEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.13 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.23 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.47 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.38 | +0.29 |
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.
Dividends
FDGRX vs. FDEGX - Dividend Comparison
Neither FDGRX nor FDEGX 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% |
FDEGX Fidelity Growth Strategies Fund | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
Drawdowns
FDGRX vs. FDEGX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.62%, smaller than the maximum FDEGX drawdown of -85.96%. Use the drawdown chart below to compare losses from any high point for FDGRX and FDEGX.
Loading graphics...
Drawdown Indicators
| FDGRX | FDEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.62% | -85.96% | +14.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -20.45% | +7.38% |
Max Drawdown (5Y)Largest decline over 5 years | -40.25% | -36.62% | -3.63% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -36.62% | -3.63% |
Current DrawdownCurrent decline from peak | -12.60% | -20.45% | +7.85% |
Average DrawdownAverage peak-to-trough decline | -15.97% | -36.96% | +20.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 7.11% | -3.22% |
Volatility
FDGRX vs. FDEGX - Volatility Comparison
The current volatility for Fidelity Growth Company Fund (FDGRX) is 6.72%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 7.61%. 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.
Loading graphics...
Volatility by Period
| FDGRX | FDEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 7.61% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 18.02% | -3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 26.61% | -2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.90% | 23.11% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.29% | 21.85% | +1.44% |