FDVLX vs. FDGRX
Compare and contrast key facts about Fidelity Value Fund (FDVLX) and Fidelity Growth Company Fund (FDGRX).
FDVLX is managed by Fidelity. It was launched on Dec 1, 1978. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDVLX or FDGRX.
Correlation
The correlation between FDVLX and FDGRX is 0.75, 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
FDVLX vs. FDGRX - Performance Comparison
Key characteristics
FDVLX:
-0.30
FDGRX:
1.64
FDVLX:
-0.24
FDGRX:
2.19
FDVLX:
0.96
FDGRX:
1.30
FDVLX:
-0.30
FDGRX:
1.15
FDVLX:
-1.58
FDGRX:
8.34
FDVLX:
4.11%
FDGRX:
3.89%
FDVLX:
21.47%
FDGRX:
19.80%
FDVLX:
-66.38%
FDGRX:
-71.50%
FDVLX:
-21.94%
FDGRX:
-3.71%
Returns By Period
In the year-to-date period, FDVLX achieves a -6.82% return, which is significantly lower than FDGRX's 37.47% return. Over the past 10 years, FDVLX has underperformed FDGRX with an annualized return of 3.86%, while FDGRX has yielded a comparatively higher 13.16% annualized return.
FDVLX
-6.82%
-18.46%
-9.78%
-4.84%
4.78%
3.86%
FDGRX
37.47%
2.31%
9.10%
34.77%
14.73%
13.16%
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FDVLX vs. FDGRX - Expense Ratio Comparison
Both FDVLX and FDGRX have an expense ratio of 0.79%.
Risk-Adjusted Performance
FDVLX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Fund (FDVLX) and Fidelity Growth Company Fund (FDGRX). 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
FDVLX vs. FDGRX - Dividend Comparison
Neither FDVLX nor FDGRX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDVLX Fidelity Value Fund | 0.00% | 1.04% | 0.70% | 1.37% | 0.98% | 1.15% | 1.39% | 1.36% | 1.23% | 12.17% | 2.94% | 1.83% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
Drawdowns
FDVLX vs. FDGRX - Drawdown Comparison
The maximum FDVLX drawdown since its inception was -66.38%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FDVLX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FDVLX vs. FDGRX - Volatility Comparison
Fidelity Value Fund (FDVLX) has a higher volatility of 16.27% compared to Fidelity Growth Company Fund (FDGRX) at 5.10%. This indicates that FDVLX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.