FGCKX vs. SWLGX
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
FGCKX vs. SWLGX - Performance Comparison
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FGCKX vs. SWLGX - 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% | -0.64% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, FGCKX achieves a -6.85% return, which is significantly higher than SWLGX's -13.06% 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%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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FGCKX vs. SWLGX - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
FGCKX vs. SWLGX — Risk / Return Rank
FGCKX
SWLGX
FGCKX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.66 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.10 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.15 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.72 | +0.78 |
Martin ratioReturn relative to average drawdown | 5.54 | 2.51 | +3.03 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.66 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.56 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.68 | -0.03 |
Correlation
The correlation between FGCKX and SWLGX is 0.96, 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. SWLGX - Dividend Comparison
FGCKX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.52%.
| 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
FGCKX vs. SWLGX - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for FGCKX and SWLGX.
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Drawdown Indicators
| FGCKX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.01% | -32.69% | -18.32% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -16.16% | +3.07% |
Max Drawdown (5Y)Largest decline over 5 years | -40.21% | -32.69% | -7.52% |
Max Drawdown (10Y)Largest decline over 10 years | -40.21% | — | — |
Current DrawdownCurrent decline from peak | -12.55% | -16.16% | +3.61% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -7.13% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 4.62% | -0.74% |
Volatility
FGCKX vs. SWLGX - Volatility Comparison
Fidelity Growth Company K (FGCKX) has a higher volatility of 6.73% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGCKX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.38% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 11.82% | +2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.33% | 22.31% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 21.47% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 22.78% | +0.56% |