FGCKX vs. VFORX
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and Vanguard Target Retirement 2040 Fund (VFORX).
FGCKX is an actively managed fund by Fidelity Investments. It was launched on May 15, 2008. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGCKX or VFORX.
Correlation
The correlation between FGCKX and VFORX is 0.87, 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. VFORX - Performance Comparison
Key characteristics
FGCKX:
0.86
VFORX:
1.69
FGCKX:
1.21
VFORX:
2.35
FGCKX:
1.17
VFORX:
1.31
FGCKX:
0.89
VFORX:
0.93
FGCKX:
3.56
VFORX:
9.34
FGCKX:
5.28%
VFORX:
1.69%
FGCKX:
21.85%
VFORX:
9.34%
FGCKX:
-51.01%
VFORX:
-51.63%
FGCKX:
-8.64%
VFORX:
-3.75%
Returns By Period
In the year-to-date period, FGCKX achieves a 3.15% return, which is significantly lower than VFORX's 4.26% return. Over the past 10 years, FGCKX has outperformed VFORX with an annualized return of 12.12%, while VFORX has yielded a comparatively lower 6.11% annualized return.
FGCKX
3.15%
1.82%
3.41%
19.72%
11.88%
12.12%
VFORX
4.26%
2.97%
5.63%
15.29%
4.57%
6.11%
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FGCKX vs. VFORX - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than VFORX's 0.08% expense ratio.
Risk-Adjusted Performance
FGCKX vs. VFORX — Risk-Adjusted Performance Rank
FGCKX
VFORX
FGCKX vs. VFORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Vanguard Target Retirement 2040 Fund (VFORX). 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. VFORX - Dividend Comparison
FGCKX has not paid dividends to shareholders, while VFORX's dividend yield for the trailing twelve months is around 2.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.21% | 4.01% | 4.24% |
VFORX Vanguard Target Retirement 2040 Fund | 2.34% | 2.44% | 2.38% | 2.10% | 2.39% | 1.62% | 2.28% | 2.41% | 1.91% | 1.98% | 2.16% | 1.93% |
Drawdowns
FGCKX vs. VFORX - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, roughly equal to the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for FGCKX and VFORX. For additional features, visit the drawdowns tool.
Volatility
FGCKX vs. VFORX - Volatility Comparison
Fidelity Growth Company K (FGCKX) has a higher volatility of 6.65% compared to Vanguard Target Retirement 2040 Fund (VFORX) at 2.37%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.