FGCKX vs. FCGSX
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and Fidelity Series Growth Company Fund (FCGSX).
FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Performance
FGCKX vs. FCGSX - Performance Comparison
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FGCKX vs. FCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | -6.85% | 18.67% | 37.30% | 47.35% | -33.82% | 22.62% | 67.61% | 38.50% | -4.07% | 36.89% |
FCGSX Fidelity Series Growth Company Fund | -6.64% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Returns By Period
The year-to-date returns for both investments are quite close, with FGCKX having a -6.85% return and FCGSX slightly higher at -6.64%. Over the past 10 years, FGCKX has underperformed FCGSX with an annualized return of 19.90%, while FCGSX has yielded a comparatively higher 21.43% annualized return.
FGCKX
- 1D
- -1.23%
- 1M
- -8.22%
- YTD
- -6.85%
- 6M
- -6.85%
- 1Y
- 26.45%
- 3Y*
- 24.22%
- 5Y*
- 12.12%
- 10Y*
- 19.90%
FCGSX
- 1D
- -1.20%
- 1M
- -8.19%
- YTD
- -6.64%
- 6M
- -2.02%
- 1Y
- 33.82%
- 3Y*
- 27.05%
- 5Y*
- 14.28%
- 10Y*
- 21.43%
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FGCKX vs. FCGSX - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Return for Risk
FGCKX vs. FCGSX — Risk / Return Rank
FGCKX
FCGSX
FGCKX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Fidelity Series Growth Company Fund (FCGSX). 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.
| FGCKX | FCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.40 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.59 | 2.02 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.25 | -0.76 |
Martin ratioReturn relative to average drawdown | 5.54 | 10.23 | -4.69 |
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
| FGCKX | FCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.40 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.61 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.93 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.87 | -0.22 |
Correlation
The correlation between FGCKX and FCGSX is 1.00, 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
FGCKX vs. FCGSX - Dividend Comparison
FGCKX has not paid dividends to shareholders, while FCGSX's dividend yield for the trailing twelve months is around 11.22%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | 0.00% | 0.00% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.73% | 6.20% | 3.96% |
FCGSX Fidelity Series Growth Company Fund | 11.22% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Drawdowns
FGCKX vs. FCGSX - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for FGCKX and FCGSX.
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Drawdown Indicators
| FGCKX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -38.77% | -12.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -13.10% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -40.21% | -38.77% | -1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -40.21% | -38.77% | -1.44% |
Current DrawdownCurrent decline from peak | -12.55% | -10.42% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -7.05% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 2.88% | +1.00% |
Volatility
FGCKX vs. FCGSX - Volatility Comparison
Fidelity Growth Company K (FGCKX) and Fidelity Series Growth Company Fund (FCGSX) have volatilities of 6.73% and 6.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGCKX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 6.66% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 13.74% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.33% | 23.80% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 23.62% | +0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 23.15% | +0.19% |