FDGRX vs. FDSVX

In the year-to-date period, FDGRX achieves a -3.17% return, which is significantly lower than FDSVX's -0.24% return. Over the past 10 years, FDGRX has outperformed FDSVX with an annualized return of 17.75%, while FDSVX has yielded a comparatively lower 15.72% annualized return.

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FDGRX has a 0.79% expense ratio, which is higher than FDSVX's 0.77% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Discovery Fund (FDSVX). 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 0.36, which is comparable to the FDSVX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of FDGRX and FDSVX, 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 9.15%, less than FDSVX's 12.85% yield.

The maximum FDGRX drawdown since its inception was -71.50%, which is greater than FDSVX's maximum drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for FDGRX and FDSVX.

Fidelity Growth Company Fund (FDGRX) has a higher volatility of 6.12% compared to Fidelity Growth Discovery Fund (FDSVX) at 5.71%. This indicates that FDGRX's price experiences larger fluctuations and is considered to be riskier than FDSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.