FDGRX vs. FGKFX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Company K6 Fund (FGKFX).
FDGRX is managed by Fidelity. FGKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGRX or FGKFX.
Performance
FDGRX vs. FGKFX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with FDGRX having a 34.27% return and FGKFX slightly higher at 35.81%.
FDGRX
34.27%
1.37%
13.90%
37.37%
15.33%
13.14%
FGKFX
35.81%
1.43%
14.75%
44.99%
22.96%
N/A
Key characteristics
| FDGRX | FGKFX | |
|---|---|---|
| Sharpe Ratio | 1.89 | 2.28 |
| Sortino Ratio | 2.50 | 2.97 |
| Omega Ratio | 1.34 | 1.41 |
| Calmar Ratio | 1.29 | 2.74 |
| Martin Ratio | 9.44 | 12.22 |
| Ulcer Index | 3.88% | 3.62% |
| Daily Std Dev | 19.36% | 19.40% |
| Max Drawdown | -71.50% | -41.65% |
| Current Drawdown | -1.94% | -2.09% |
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FDGRX vs. FGKFX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is higher than FGKFX's 0.45% expense ratio.
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.
Risk-Adjusted Performance
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.
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 0.07%.
| 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% |
FGKFX Fidelity Growth Company K6 Fund | 0.07% | 0.10% | 0.18% | 0.00% | 0.09% | 0.06% | 0.00% | 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 -41.65%. Use the drawdown chart below to compare losses from any high point for FDGRX and FGKFX. For additional features, visit the drawdowns tool.
Volatility
FDGRX vs. FGKFX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) and Fidelity Growth Company K6 Fund (FGKFX) have volatilities of 5.86% and 5.97%, 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.