FDGRX vs. VMGMX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX).
FDGRX is managed by Fidelity. VMGMX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
FDGRX vs. VMGMX - Performance Comparison
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FDGRX vs. VMGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | -2.70% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -7.61% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
Returns By Period
In the year-to-date period, FDGRX achieves a -2.70% return, which is significantly higher than VMGMX's -7.61% return. Over the past 10 years, FDGRX has outperformed VMGMX with an annualized return of 20.34%, while VMGMX has yielded a comparatively lower 10.62% annualized return.
FDGRX
- 1D
- 4.47%
- 1M
- -4.63%
- YTD
- -2.70%
- 6M
- -3.20%
- 1Y
- 31.14%
- 3Y*
- 25.93%
- 5Y*
- 12.63%
- 10Y*
- 20.34%
VMGMX
- 1D
- 3.15%
- 1M
- -7.31%
- YTD
- -7.61%
- 6M
- -12.10%
- 1Y
- 5.25%
- 3Y*
- 10.47%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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FDGRX vs. VMGMX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is higher than VMGMX's 0.07% expense ratio.
Return for Risk
FDGRX vs. VMGMX — Risk / Return Rank
FDGRX
VMGMX
FDGRX vs. VMGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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 | VMGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.28 | +1.03 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.55 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.07 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 0.39 | +1.73 |
Martin ratioReturn relative to average drawdown | 7.42 | 1.21 | +6.21 |
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 | VMGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.28 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.19 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.51 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.59 | +0.08 |
Correlation
The correlation between FDGRX and VMGMX is 0.89, 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. VMGMX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while VMGMX's dividend yield for the trailing twelve months is around 0.71%.
| 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% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
Drawdowns
FDGRX vs. VMGMX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.62%, which is greater than VMGMX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for FDGRX and VMGMX.
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Drawdown Indicators
| FDGRX | VMGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.62% | -37.17% | -34.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -15.95% | +2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -40.25% | -37.17% | -3.08% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -37.17% | -3.08% |
Current DrawdownCurrent decline from peak | -8.69% | -13.31% | +4.62% |
Average DrawdownAverage peak-to-trough decline | -15.97% | -7.05% | -8.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 5.11% | -1.37% |
Volatility
FDGRX vs. VMGMX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) has a higher volatility of 8.21% compared to Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) at 6.47%. This indicates that FDGRX's price experiences larger fluctuations and is considered to be riskier than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDGRX | VMGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 6.47% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 15.30% | 12.40% | +2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 21.07% | +3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 21.39% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 20.93% | +2.40% |