FDGRX vs. PLVIX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Principal LargeCap Value Fund III (PLVIX).
FDGRX is managed by Fidelity. PLVIX is managed by Principal. It was launched on Dec 6, 2000.
Performance
FDGRX vs. PLVIX - Performance Comparison
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Returns By Period
In the year-to-date period, FDGRX achieves a -0.67% return, which is significantly lower than PLVIX's 0.17% return. Over the past 10 years, FDGRX has outperformed PLVIX with an annualized return of 20.61%, while PLVIX has yielded a comparatively lower 11.08% annualized return.
FDGRX
- 1D
- 0.57%
- 1M
- 0.49%
- YTD
- -0.67%
- 6M
- -1.53%
- 1Y
- 49.89%
- 3Y*
- 26.71%
- 5Y*
- 13.09%
- 10Y*
- 20.61%
PLVIX
- 1D
- 0.12%
- 1M
- -0.63%
- YTD
- 0.17%
- 6M
- 2.01%
- 1Y
- 20.94%
- 3Y*
- 14.75%
- 5Y*
- 9.74%
- 10Y*
- 11.08%
FDGRX vs. PLVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | -0.67% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
PLVIX Principal LargeCap Value Fund III | 0.17% | 10.94% | 23.06% | 9.96% | -4.98% | 24.24% | 3.19% | 26.49% | -6.01% | 16.87% |
Correlation
The correlation between FDGRX and PLVIX is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
FDGRX vs. PLVIX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is higher than PLVIX's 0.70% expense ratio.
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Return for Risk
FDGRX vs. PLVIX — Risk / Return Rank
FDGRX
PLVIX
FDGRX vs. PLVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Principal LargeCap Value Fund III (PLVIX). 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 | PLVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.68 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.07 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.15 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.66 | 1.00 | +1.66 |
Martin ratioReturn relative to average drawdown | 9.16 | 4.00 | +5.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDGRX | PLVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.68 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.64 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | 0.66 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.40 | +0.27 |
Drawdowns
FDGRX vs. PLVIX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.62%, which is greater than PLVIX's maximum drawdown of -62.55%. Use the drawdown chart below to compare losses from any high point for FDGRX and PLVIX.
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Drawdown Indicators
| FDGRX | PLVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.62% | -62.55% | -9.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -7.94% | -4.66% |
Max Drawdown (5Y)Largest decline over 5 years | -40.25% | -17.32% | -22.93% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -38.51% | -1.74% |
Current DrawdownCurrent decline from peak | -6.79% | -5.55% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -15.96% | -10.16% | -5.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 2.85% | +0.94% |
Volatility
FDGRX vs. PLVIX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) has a higher volatility of 8.15% compared to Principal LargeCap Value Fund III (PLVIX) at 4.51%. This indicates that FDGRX's price experiences larger fluctuations and is considered to be riskier than PLVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDGRX | PLVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.15% | 4.51% | +3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 15.35% | 8.88% | +6.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.71% | 15.81% | +8.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.96% | 15.25% | +8.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 16.92% | +6.41% |
Dividends
FDGRX vs. PLVIX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while PLVIX's dividend yield for the trailing twelve months is around 21.35%.
| 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% |
PLVIX Principal LargeCap Value Fund III | 21.35% | 21.38% | 15.41% | 3.27% | 10.14% | 9.13% | 1.56% | 6.52% | 11.10% | 6.84% | 4.52% | 8.19% |