FDSVX vs. VEXPX
Compare and contrast key facts about Fidelity Growth Discovery Fund (FDSVX) and Vanguard Explorer Fund Investor Shares (VEXPX).
FDSVX is managed by Fidelity. It was launched on Mar 31, 1998. VEXPX is managed by Vanguard. It was launched on Dec 11, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSVX or VEXPX.
Correlation
The correlation between FDSVX and VEXPX is 0.87, 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
FDSVX vs. VEXPX - Performance Comparison
Key characteristics
FDSVX:
0.18
VEXPX:
-0.53
FDSVX:
0.36
VEXPX:
-0.60
FDSVX:
1.05
VEXPX:
0.92
FDSVX:
0.24
VEXPX:
-0.29
FDSVX:
0.74
VEXPX:
-1.29
FDSVX:
4.34%
VEXPX:
7.57%
FDSVX:
17.80%
VEXPX:
18.57%
FDSVX:
-59.34%
VEXPX:
-61.17%
FDSVX:
-13.08%
VEXPX:
-32.29%
Returns By Period
The year-to-date returns for both stocks are quite close, with FDSVX having a -8.24% return and VEXPX slightly lower at -8.58%. Over the past 10 years, FDSVX has outperformed VEXPX with an annualized return of 14.92%, while VEXPX has yielded a comparatively lower 0.97% annualized return.
FDSVX
-8.24%
-7.49%
-5.97%
3.16%
20.14%
14.92%
VEXPX
-8.58%
-6.60%
-14.01%
-11.41%
6.91%
0.97%
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FDSVX vs. VEXPX - Expense Ratio Comparison
FDSVX has a 0.77% expense ratio, which is higher than VEXPX's 0.40% expense ratio.
Risk-Adjusted Performance
FDSVX vs. VEXPX — Risk-Adjusted Performance Rank
FDSVX
VEXPX
FDSVX vs. VEXPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Discovery Fund (FDSVX) and Vanguard Explorer Fund Investor Shares (VEXPX). 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
FDSVX vs. VEXPX - Dividend Comparison
FDSVX's dividend yield for the trailing twelve months is around 13.97%, more than VEXPX's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSVX Fidelity Growth Discovery Fund | 13.97% | 12.81% | 2.55% | 3.65% | 13.46% | 9.65% | 4.28% | 5.02% | 4.94% | 0.09% | 0.16% | 0.09% |
VEXPX Vanguard Explorer Fund Investor Shares | 0.46% | 0.42% | 0.52% | 0.39% | 0.22% | 0.12% | 0.28% | 0.34% | 0.50% | 0.37% | 0.34% | 0.16% |
Drawdowns
FDSVX vs. VEXPX - Drawdown Comparison
The maximum FDSVX drawdown since its inception was -59.34%, roughly equal to the maximum VEXPX drawdown of -61.17%. Use the drawdown chart below to compare losses from any high point for FDSVX and VEXPX. For additional features, visit the drawdowns tool.
Volatility
FDSVX vs. VEXPX - Volatility Comparison
Fidelity Growth Discovery Fund (FDSVX) has a higher volatility of 7.99% compared to Vanguard Explorer Fund Investor Shares (VEXPX) at 7.40%. This indicates that FDSVX's price experiences larger fluctuations and is considered to be riskier than VEXPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.