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FDSVX vs. VIGAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDSVX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Discovery Fund (FDSVX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

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FDSVX vs. VIGAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDSVX
Fidelity Growth Discovery Fund
-9.28%15.14%30.19%35.63%-24.43%22.93%43.43%33.77%-0.33%34.63%
VIGAX
Vanguard Growth Index Fund Admiral Shares
-13.83%19.43%32.67%46.76%-33.14%27.26%40.18%37.23%-3.35%27.80%

Returns By Period

In the year-to-date period, FDSVX achieves a -9.28% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, FDSVX has outperformed VIGAX with an annualized return of 16.49%, while VIGAX has yielded a comparatively lower 15.56% annualized return.


FDSVX

1D
-0.83%
1M
-9.01%
YTD
-9.28%
6M
-8.54%
1Y
13.99%
3Y*
18.76%
5Y*
10.73%
10Y*
16.49%

VIGAX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.72%
3Y*
19.56%
5Y*
10.93%
10Y*
15.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDSVX vs. VIGAX - Expense Ratio Comparison

FDSVX has a 0.77% expense ratio, which is higher than VIGAX's 0.05% expense ratio.


Return for Risk

FDSVX vs. VIGAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDSVX
FDSVX Risk / Return Rank: 2929
Overall Rank
FDSVX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
FDSVX Sortino Ratio Rank: 3030
Sortino Ratio Rank
FDSVX Omega Ratio Rank: 2929
Omega Ratio Rank
FDSVX Calmar Ratio Rank: 3030
Calmar Ratio Rank
FDSVX Martin Ratio Rank: 2929
Martin Ratio Rank

VIGAX
VIGAX Risk / Return Rank: 2626
Overall Rank
VIGAX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGAX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGAX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGAX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDSVX vs. VIGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Discovery Fund (FDSVX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.


FDSVXVIGAXDifference

Sharpe ratio

Return per unit of total volatility

0.64

0.61

+0.02

Sortino ratio

Return per unit of downside risk

1.04

1.04

0.00

Omega ratio

Gain probability vs. loss probability

1.15

1.15

0.00

Calmar ratio

Return relative to maximum drawdown

0.85

0.66

+0.19

Martin ratio

Return relative to average drawdown

3.08

2.37

+0.71

FDSVX vs. VIGAX - Sharpe Ratio Comparison

The current FDSVX Sharpe Ratio is 0.64, which is comparable to the VIGAX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of FDSVX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FDSVXVIGAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

0.61

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.49

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

0.73

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.43

+0.06

Correlation

The correlation between FDSVX and VIGAX is 0.95, 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

FDSVX vs. VIGAX - Dividend Comparison

FDSVX's dividend yield for the trailing twelve months is around 1.74%, more than VIGAX's 0.46% yield.


TTM20252024202320222021202020192018201720162015
FDSVX
Fidelity Growth Discovery Fund
1.74%1.58%12.81%2.55%3.65%13.46%9.63%4.28%5.02%4.87%0.09%0.17%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.46%0.40%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%

Drawdowns

FDSVX vs. VIGAX - Drawdown Comparison

The maximum FDSVX drawdown since its inception was -59.34%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for FDSVX and VIGAX.


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Drawdown Indicators


FDSVXVIGAXDifference

Max Drawdown

Largest peak-to-trough decline

-59.34%

-50.66%

-8.68%

Max Drawdown (1Y)

Largest decline over 1 year

-13.05%

-16.51%

+3.46%

Max Drawdown (5Y)

Largest decline over 5 years

-29.83%

-35.63%

+5.80%

Max Drawdown (10Y)

Largest decline over 10 years

-31.09%

-35.63%

+4.54%

Current Drawdown

Current decline from peak

-12.53%

-16.51%

+3.98%

Average Drawdown

Average peak-to-trough decline

-12.67%

-12.02%

-0.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.60%

4.57%

-0.97%

Volatility

FDSVX vs. VIGAX - Volatility Comparison

Fidelity Growth Discovery Fund (FDSVX) has a higher volatility of 6.23% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.52%. This indicates that FDSVX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDSVXVIGAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.23%

5.52%

+0.71%

Volatility (6M)

Calculated over the trailing 6-month period

12.65%

12.10%

+0.55%

Volatility (1Y)

Calculated over the trailing 1-year period

21.83%

22.69%

-0.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.25%

22.30%

-2.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.48%

21.49%

-1.01%