FDGRX vs. FDSVX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Discovery Fund (FDSVX).
FDGRX is managed by Fidelity. FDSVX is managed by Fidelity. It was launched on Mar 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGRX or FDSVX.
Performance
FDGRX vs. FDSVX - Performance Comparison
Returns By Period
In the year-to-date period, FDGRX achieves a 34.65% return, which is significantly higher than FDSVX's 18.88% return. Over the past 10 years, FDGRX has outperformed FDSVX with an annualized return of 13.09%, while FDSVX has yielded a comparatively lower 10.45% annualized return.
FDGRX
34.65%
1.73%
13.85%
37.40%
15.39%
13.09%
FDSVX
18.88%
0.03%
1.30%
24.40%
11.03%
10.45%
Key characteristics
| FDGRX | FDSVX | |
|---|---|---|
| Sharpe Ratio | 1.95 | 1.39 |
| Sortino Ratio | 2.56 | 1.76 |
| Omega Ratio | 1.35 | 1.28 |
| Calmar Ratio | 1.34 | 1.54 |
| Martin Ratio | 9.74 | 4.11 |
| Ulcer Index | 3.88% | 6.09% |
| Daily Std Dev | 19.35% | 18.02% |
| Max Drawdown | -71.50% | -59.34% |
| Current Drawdown | -1.67% | -7.04% |
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FDGRX vs. FDSVX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is higher than FDSVX's 0.77% expense ratio.
Correlation
The correlation between FDGRX and FDSVX is 0.93, 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. FDSVX - Risk-Adjusted Performance Comparison
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.
Dividends
FDGRX vs. FDSVX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while FDSVX's dividend yield for the trailing twelve months is around 0.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGRX 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% |
FDSVX Fidelity Growth Discovery Fund | 0.02% | 0.05% | 0.02% | 0.24% | 0.03% | 0.05% | 0.20% | 0.15% | 0.09% | 0.12% | 0.10% | 0.24% |
Drawdowns
FDGRX vs. FDSVX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
FDGRX vs. FDSVX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) has a higher volatility of 5.57% compared to Fidelity Growth Discovery Fund (FDSVX) at 4.62%. 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.