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FDGRX vs. FGKFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FDGRX and FGKFX is 0.99, 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.


-0.50.00.51.0
Correlation: 1.0

Performance

FDGRX vs. FGKFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Company K6 Fund (FGKFX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%NovemberDecember2025FebruaryMarchApril
72.55%
164.85%
FDGRX
FGKFX

Key characteristics

Sharpe Ratio

FDGRX:

-0.24

FGKFX:

0.05

Sortino Ratio

FDGRX:

-0.15

FGKFX:

0.26

Omega Ratio

FDGRX:

0.98

FGKFX:

1.03

Calmar Ratio

FDGRX:

-0.21

FGKFX:

0.05

Martin Ratio

FDGRX:

-0.67

FGKFX:

0.19

Ulcer Index

FDGRX:

9.97%

FGKFX:

7.17%

Daily Std Dev

FDGRX:

27.65%

FGKFX:

27.00%

Max Drawdown

FDGRX:

-71.50%

FGKFX:

-40.14%

Current Drawdown

FDGRX:

-27.30%

FGKFX:

-22.00%

Returns By Period

The year-to-date returns for both stocks are quite close, with FDGRX having a -17.87% return and FGKFX slightly lower at -17.92%.


FDGRX

YTD

-17.87%

1M

-9.46%

6M

-21.27%

1Y

-5.18%

5Y*

8.90%

10Y*

9.32%

FGKFX

YTD

-17.92%

1M

-9.73%

6M

-14.82%

1Y

3.01%

5Y*

17.78%

10Y*

N/A

*Annualized

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. FGKFX - Expense Ratio Comparison

FDGRX has a 0.79% expense ratio, which is higher than FGKFX's 0.45% expense ratio.


FDGRX
Fidelity Growth Company Fund
Expense ratio chart for FDGRX: current value is 0.79%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FDGRX: 0.79%
Expense ratio chart for FGKFX: current value is 0.45%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FGKFX: 0.45%

Risk-Adjusted Performance

FDGRX vs. FGKFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDGRX
The Risk-Adjusted Performance Rank of FDGRX is 1818
Overall Rank
The Sharpe Ratio Rank of FDGRX is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of FDGRX is 2020
Sortino Ratio Rank
The Omega Ratio Rank of FDGRX is 2020
Omega Ratio Rank
The Calmar Ratio Rank of FDGRX is 1515
Calmar Ratio Rank
The Martin Ratio Rank of FDGRX is 1717
Martin Ratio Rank

FGKFX
The Risk-Adjusted Performance Rank of FGKFX is 3737
Overall Rank
The Sharpe Ratio Rank of FGKFX is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of FGKFX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of FGKFX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of FGKFX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of FGKFX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FDGRX vs. FGKFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Company K6 Fund (FGKFX). 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.


Sharpe ratio
The chart of Sharpe ratio for FDGRX, currently valued at -0.24, compared to the broader market-1.000.001.002.003.00
FDGRX: -0.24
FGKFX: 0.05
The chart of Sortino ratio for FDGRX, currently valued at -0.15, compared to the broader market-2.000.002.004.006.008.00
FDGRX: -0.15
FGKFX: 0.26
The chart of Omega ratio for FDGRX, currently valued at 0.98, compared to the broader market0.501.001.502.002.503.00
FDGRX: 0.98
FGKFX: 1.03
The chart of Calmar ratio for FDGRX, currently valued at -0.21, compared to the broader market0.002.004.006.008.0010.00
FDGRX: -0.21
FGKFX: 0.05
The chart of Martin ratio for FDGRX, currently valued at -0.67, compared to the broader market0.0010.0020.0030.0040.0050.00
FDGRX: -0.67
FGKFX: 0.19

The current FDGRX Sharpe Ratio is -0.24, which is lower than the FGKFX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of FDGRX and FGKFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.24
0.05
FDGRX
FGKFX

Dividends

FDGRX vs. FGKFX - Dividend Comparison

FDGRX has not paid dividends to shareholders, while FGKFX's dividend yield for the trailing twelve months is around 2.71%.


TTM20242023202220212020201920182017201620152014
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%
FGKFX
Fidelity Growth Company K6 Fund
2.71%2.22%0.10%0.18%2.64%0.93%0.06%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FDGRX vs. FGKFX - Drawdown Comparison

The maximum FDGRX drawdown since its inception was -71.50%, which is greater than FGKFX's maximum drawdown of -40.14%. Use the drawdown chart below to compare losses from any high point for FDGRX and FGKFX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-27.30%
-22.00%
FDGRX
FGKFX

Volatility

FDGRX vs. FGKFX - Volatility Comparison

Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Company K6 Fund (FGKFX) have volatilities of 16.35% and 16.65%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
16.35%
16.65%
FDGRX
FGKFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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