FGCKX vs. BPTRX
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and Baron Partners Fund (BPTRX).
FGCKX is an actively managed fund by Fidelity Investments. It was launched on May 15, 2008. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGCKX or BPTRX.
Correlation
The correlation between FGCKX and BPTRX is 0.81, 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
FGCKX vs. BPTRX - Performance Comparison
Key characteristics
FGCKX:
0.14
BPTRX:
0.79
FGCKX:
0.38
BPTRX:
1.39
FGCKX:
1.05
BPTRX:
1.17
FGCKX:
0.13
BPTRX:
0.71
FGCKX:
0.36
BPTRX:
2.27
FGCKX:
11.06%
BPTRX:
12.38%
FGCKX:
27.90%
BPTRX:
35.86%
FGCKX:
-51.01%
BPTRX:
-68.06%
FGCKX:
-20.02%
BPTRX:
-22.36%
Returns By Period
In the year-to-date period, FGCKX achieves a -9.70% return, which is significantly higher than BPTRX's -14.93% return. Over the past 10 years, FGCKX has underperformed BPTRX with an annualized return of 10.54%, while BPTRX has yielded a comparatively higher 16.76% annualized return.
FGCKX
-9.70%
14.92%
-13.19%
-0.97%
9.79%
10.54%
BPTRX
-14.93%
11.85%
11.96%
25.18%
21.80%
16.76%
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FGCKX vs. BPTRX - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Risk-Adjusted Performance
FGCKX vs. BPTRX — Risk-Adjusted Performance Rank
FGCKX
BPTRX
FGCKX vs. BPTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Baron Partners Fund (BPTRX). 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
FGCKX vs. BPTRX - Dividend Comparison
FGCKX's dividend yield for the trailing twelve months is around 9.75%, while BPTRX has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | 9.75% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.74% | 6.37% | 4.01% | 4.24% |
BPTRX Baron Partners Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% |
Drawdowns
FGCKX vs. BPTRX - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, smaller than the maximum BPTRX drawdown of -68.06%. Use the drawdown chart below to compare losses from any high point for FGCKX and BPTRX. For additional features, visit the drawdowns tool.
Volatility
FGCKX vs. BPTRX - Volatility Comparison
The current volatility for Fidelity Growth Company K (FGCKX) is 15.24%, while Baron Partners Fund (BPTRX) has a volatility of 17.56%. This indicates that FGCKX experiences smaller price fluctuations and is considered to be less risky than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.