FGCKX vs. VFTAX
Compare and contrast key facts about Fidelity Growth Company K (FGCKX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX).
FGCKX is an actively managed fund by Fidelity Investments. It was launched on May 15, 2008. VFTAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGCKX or VFTAX.
Correlation
The correlation between FGCKX and VFTAX 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.
Performance
FGCKX vs. VFTAX - Performance Comparison
Key characteristics
FGCKX:
0.36
VFTAX:
0.52
FGCKX:
0.67
VFTAX:
0.86
FGCKX:
1.09
VFTAX:
1.12
FGCKX:
0.37
VFTAX:
0.53
FGCKX:
1.25
VFTAX:
2.09
FGCKX:
7.70%
VFTAX:
5.10%
FGCKX:
26.88%
VFTAX:
20.78%
FGCKX:
-51.01%
VFTAX:
-34.20%
FGCKX:
-16.17%
VFTAX:
-11.03%
Returns By Period
In the year-to-date period, FGCKX achieves a -12.16% return, which is significantly lower than VFTAX's -7.04% return.
FGCKX
-12.16%
-3.46%
-8.47%
10.45%
18.75%
16.84%
VFTAX
-7.04%
-3.02%
-4.63%
11.26%
15.71%
N/A
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FGCKX vs. VFTAX - Expense Ratio Comparison
FGCKX has a 0.65% expense ratio, which is higher than VFTAX's 0.14% expense ratio.
Risk-Adjusted Performance
FGCKX vs. VFTAX — Risk-Adjusted Performance Rank
FGCKX
VFTAX
FGCKX vs. VFTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX). 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. VFTAX - Dividend Comparison
FGCKX's dividend yield for the trailing twelve months is around 10.02%, more than VFTAX's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company K | 10.02% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.74% | 6.37% | 4.01% | 4.24% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 1.10% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FGCKX vs. VFTAX - Drawdown Comparison
The maximum FGCKX drawdown since its inception was -51.01%, which is greater than VFTAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for FGCKX and VFTAX. For additional features, visit the drawdowns tool.
Volatility
FGCKX vs. VFTAX - Volatility Comparison
Fidelity Growth Company K (FGCKX) has a higher volatility of 16.97% compared to Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) at 14.79%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than VFTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.