FDGRX vs. TWCUX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and American Century Ultra Fund (TWCUX).
FDGRX is managed by Fidelity. TWCUX is managed by American Century. It was launched on Nov 2, 1981.
Performance
FDGRX vs. TWCUX - Performance Comparison
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FDGRX vs. TWCUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | -6.86% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
TWCUX American Century Ultra Fund | -12.28% | 12.66% | 29.54% | 43.36% | -32.38% | 23.47% | 49.79% | 34.60% | 0.70% | 31.65% |
Returns By Period
In the year-to-date period, FDGRX achieves a -6.86% return, which is significantly higher than TWCUX's -12.28% return. Over the past 10 years, FDGRX has outperformed TWCUX with an annualized return of 19.82%, while TWCUX has yielded a comparatively lower 15.69% annualized return.
FDGRX
- 1D
- -1.22%
- 1M
- -8.22%
- YTD
- -6.86%
- 6M
- -6.92%
- 1Y
- 26.32%
- 3Y*
- 24.11%
- 5Y*
- 12.04%
- 10Y*
- 19.82%
TWCUX
- 1D
- -0.65%
- 1M
- -8.79%
- YTD
- -12.28%
- 6M
- -10.88%
- 1Y
- 11.48%
- 3Y*
- 16.46%
- 5Y*
- 8.90%
- 10Y*
- 15.69%
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FDGRX vs. TWCUX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is lower than TWCUX's 0.93% expense ratio.
Return for Risk
FDGRX vs. TWCUX — Risk / Return Rank
FDGRX
TWCUX
FDGRX vs. TWCUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and American Century Ultra Fund (TWCUX). 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 | TWCUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.50 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.58 | 0.88 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.12 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.53 | +0.96 |
Martin ratioReturn relative to average drawdown | 5.49 | 1.87 | +3.61 |
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 | TWCUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.50 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.40 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.72 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.51 | +0.15 |
Correlation
The correlation between FDGRX and TWCUX is 0.91, 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.
Dividends
FDGRX vs. TWCUX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while TWCUX's dividend yield for the trailing twelve months is around 13.19%.
| 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% |
TWCUX American Century Ultra Fund | 13.19% | 11.57% | 3.58% | 6.09% | 7.42% | 6.78% | 2.80% | 4.27% | 8.24% | 5.85% | 4.58% | 5.21% |
Drawdowns
FDGRX vs. TWCUX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.62%, which is greater than TWCUX's maximum drawdown of -62.11%. Use the drawdown chart below to compare losses from any high point for FDGRX and TWCUX.
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Drawdown Indicators
| FDGRX | TWCUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.62% | -62.11% | -9.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -15.72% | +2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -40.25% | -35.23% | -5.02% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -35.23% | -5.02% |
Current DrawdownCurrent decline from peak | -12.60% | -15.72% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -15.97% | -16.86% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 4.42% | -0.53% |
Volatility
FDGRX vs. TWCUX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) has a higher volatility of 6.72% compared to American Century Ultra Fund (TWCUX) at 5.77%. This indicates that FDGRX's price experiences larger fluctuations and is considered to be riskier than TWCUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDGRX | TWCUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 5.77% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 12.65% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 23.09% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.90% | 22.53% | +1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.29% | 22.00% | +1.29% |