FDGRX vs. VBIAX

In the year-to-date period, FDGRX achieves a 34.27% return, which is significantly higher than VBIAX's 14.80% return. Over the past 10 years, FDGRX has outperformed VBIAX with an annualized return of 13.14%, while VBIAX has yielded a comparatively lower 7.57% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FDGRX has a 0.79% expense ratio, which is higher than VBIAX's 0.07% expense ratio.

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.

The current FDGRX Sharpe Ratio is 1.89, which is comparable to the VBIAX Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of FDGRX and VBIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDGRX has not paid dividends to shareholders, while VBIAX's dividend yield for the trailing twelve months is around 2.03%.

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.

Fidelity Growth Company Fund (FDGRX) has a higher volatility of 5.86% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 2.60%. 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.