PortfoliosLab logoPortfoliosLab logo
FGCKX vs. FDGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGCKX vs. FDGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Company K (FGCKX) and Fidelity Growth Company Fund (FDGRX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FGCKX vs. FDGRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
FDGRX
Fidelity Growth Company Fund
-6.86%18.54%37.18%47.25%-33.86%22.57%67.42%38.40%-4.14%36.76%

Returns By Period

The year-to-date returns for both stocks are quite close, with FGCKX having a -6.85% return and FDGRX slightly lower at -6.86%. Both investments have delivered pretty close results over the past 10 years, with FGCKX having a 19.90% annualized return and FDGRX not far behind at 19.82%.


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%

FDGRX

1D
-1.22%
1M
-8.22%
YTD
-6.86%
6M
-6.92%
1Y
26.32%
3Y*
24.11%
5Y*
12.04%
10Y*
19.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FGCKX vs. FDGRX - Expense Ratio Comparison

FGCKX has a 0.65% expense ratio, which is lower than FDGRX's 0.79% expense ratio.


Return for Risk

FGCKX vs. FDGRX — Risk / Return Rank

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

FGCKX
FGCKX Risk / Return Rank: 6262
Overall Rank
FGCKX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FGCKX Sortino Ratio Rank: 6464
Sortino Ratio Rank
FGCKX Omega Ratio Rank: 6060
Omega Ratio Rank
FGCKX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FGCKX Martin Ratio Rank: 5858
Martin Ratio Rank

FDGRX
FDGRX Risk / Return Rank: 6161
Overall Rank
FDGRX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FDGRX Sortino Ratio Rank: 6363
Sortino Ratio Rank
FDGRX Omega Ratio Rank: 6060
Omega Ratio Rank
FDGRX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FDGRX Martin Ratio Rank: 5757
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.

FGCKX vs. FDGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) 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.


FGCKXFDGRXDifference

Sharpe ratio

Return per unit of total volatility

1.07

1.07

+0.01

Sortino ratio

Return per unit of downside risk

1.59

1.58

+0.01

Omega ratio

Gain probability vs. loss probability

1.23

1.23

0.00

Calmar ratio

Return relative to maximum drawdown

1.49

1.49

+0.01

Martin ratio

Return relative to average drawdown

5.54

5.49

+0.06

FGCKX vs. FDGRX - Sharpe Ratio Comparison

The current FGCKX Sharpe Ratio is 1.07, which is comparable to the FDGRX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of FGCKX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FGCKXFDGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

1.07

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.51

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.85

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.66

-0.02

Correlation

The correlation between FGCKX and FDGRX 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. FDGRX - Dividend Comparison

Neither FGCKX nor FDGRX has paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
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%
FDGRX
Fidelity Growth Company Fund
0.00%0.00%8.86%3.83%7.20%10.67%8.86%3.84%6.38%4.73%6.16%3.92%

Drawdowns

FGCKX vs. FDGRX - Drawdown Comparison

The maximum FGCKX drawdown since its inception was -51.01%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for FGCKX and FDGRX.


Loading graphics...

Drawdown Indicators


FGCKXFDGRXDifference

Max Drawdown

Largest peak-to-trough decline

-51.01%

-71.62%

+20.61%

Max Drawdown (1Y)

Largest decline over 1 year

-13.09%

-13.07%

-0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-40.21%

-40.25%

+0.04%

Max Drawdown (10Y)

Largest decline over 10 years

-40.21%

-40.25%

+0.04%

Current Drawdown

Current decline from peak

-12.55%

-12.60%

+0.05%

Average Drawdown

Average peak-to-trough decline

-9.03%

-15.97%

+6.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.88%

3.89%

-0.01%

Volatility

FGCKX vs. FDGRX - Volatility Comparison

Fidelity Growth Company K (FGCKX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 6.73% and 6.72%, 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.


Loading graphics...

Volatility by Period


FGCKXFDGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

6.72%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

14.66%

14.66%

0.00%

Volatility (1Y)

Calculated over the trailing 1-year period

24.33%

24.34%

-0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.99%

23.90%

+0.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.34%

23.29%

+0.05%