FDGRX vs. VBIAX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
FDGRX is managed by Fidelity. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGRX or VBIAX.
Key characteristics
| FDGRX | VBIAX | |
|---|---|---|
| YTD Return | 10.28% | 3.07% |
| 1Y Return | 37.26% | 14.22% |
| 3Y Return (Ann) | 6.50% | 2.79% |
| 5Y Return (Ann) | 20.09% | 7.93% |
| 10Y Return (Ann) | 18.12% | 7.81% |
| Sharpe Ratio | 2.09 | 1.74 |
| Daily Std Dev | 18.11% | 8.37% |
| Max Drawdown | -71.50% | -35.90% |
| Current Drawdown | -5.25% | -2.53% |
Correlation
The correlation between FDGRX and VBIAX is 0.90, 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.
Performance
FDGRX vs. VBIAX - Performance Comparison
In the year-to-date period, FDGRX achieves a 10.28% return, which is significantly higher than VBIAX's 3.07% return. Over the past 10 years, FDGRX has outperformed VBIAX with an annualized return of 18.12%, while VBIAX has yielded a comparatively lower 7.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDGRX vs. VBIAX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Risk-Adjusted Performance
FDGRX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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. VBIAX - Dividend Comparison
FDGRX's dividend yield for the trailing twelve months is around 3.48%, less than VBIAX's 4.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | 3.48% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 4.03% | 7.12% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 4.46% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
Drawdowns
FDGRX vs. VBIAX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.50%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for FDGRX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
FDGRX vs. VBIAX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) has a higher volatility of 6.49% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 2.49%. This indicates that FDGRX's price experiences larger fluctuations and is considered to be riskier than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.