FGCKX vs. FXAIX
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and Fidelity 500 Index Fund (FXAIX).
FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FGCKX vs. FXAIX - Performance Comparison
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FGCKX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FGCKX having a -6.85% return and FXAIX slightly lower at -7.05%. Over the past 10 years, FGCKX has outperformed FXAIX with an annualized return of 19.90%, while FXAIX has yielded a comparatively lower 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FGCKX vs. FXAIX - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FGCKX vs. FXAIX — Risk / Return Rank
FGCKX
FXAIX
FGCKX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.84 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.30 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.05 | +0.44 |
Martin ratioReturn relative to average drawdown | 5.54 | 5.13 | +0.42 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.84 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.68 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.77 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.75 | -0.10 |
Correlation
The correlation between FGCKX and FXAIX is 0.89, 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. FXAIX - Dividend Comparison
FGCKX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.20%.
| 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FGCKX vs. FXAIX - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FGCKX and FXAIX.
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Drawdown Indicators
| FGCKX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -33.79% | -17.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -12.13% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -40.21% | -24.50% | -15.71% |
Max Drawdown (10Y)Largest decline over 10 years | -40.21% | -33.79% | -6.42% |
Current DrawdownCurrent decline from peak | -12.55% | -8.89% | -3.66% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -3.83% | -5.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 2.50% | +1.38% |
Volatility
FGCKX vs. FXAIX - Volatility Comparison
Fidelity Growth Company K (FGCKX) has a higher volatility of 6.73% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGCKX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 4.24% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 9.08% | +5.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.33% | 18.13% | +6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 16.88% | +7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 18.03% | +5.31% |