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FGCKX vs. VIGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGCKX vs. VIGIX - Performance Comparison

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

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FGCKX vs. VIGIX - 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%
VIGIX
Vanguard Growth Index Fund Institutional Shares
-13.83%19.44%32.68%46.77%-33.13%27.27%40.19%37.26%-3.34%27.81%

Returns By Period

In the year-to-date period, FGCKX achieves a -6.85% return, which is significantly higher than VIGIX's -13.83% return. Over the past 10 years, FGCKX has outperformed VIGIX with an annualized return of 19.90%, while VIGIX has yielded a comparatively lower 15.58% 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%

VIGIX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.73%
3Y*
19.57%
5Y*
10.94%
10Y*
15.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FGCKX vs. VIGIX - Expense Ratio Comparison

FGCKX has a 0.65% expense ratio, which is higher than VIGIX's 0.04% expense ratio.


Return for Risk

FGCKX vs. VIGIX — 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

VIGIX
VIGIX Risk / Return Rank: 2626
Overall Rank
VIGIX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGIX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGIX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGIX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGIX Martin Ratio Rank: 2222
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. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K (FGCKX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.


FGCKXVIGIXDifference

Sharpe ratio

Return per unit of total volatility

1.07

0.61

+0.46

Sortino ratio

Return per unit of downside risk

1.59

1.04

+0.54

Omega ratio

Gain probability vs. loss probability

1.23

1.15

+0.08

Calmar ratio

Return relative to maximum drawdown

1.49

0.66

+0.84

Martin ratio

Return relative to average drawdown

5.54

2.38

+3.17

FGCKX vs. VIGIX - Sharpe Ratio Comparison

The current FGCKX Sharpe Ratio is 1.07, which is higher than the VIGIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of FGCKX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FGCKXVIGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

0.61

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.49

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

0.73

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.43

+0.22

Correlation

The correlation between FGCKX and VIGIX 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. VIGIX - Dividend Comparison

FGCKX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.47%.


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%
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.47%0.41%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%

Drawdowns

FGCKX vs. VIGIX - Drawdown Comparison

The maximum FGCKX drawdown since its inception was -51.01%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for FGCKX and VIGIX.


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Drawdown Indicators


FGCKXVIGIXDifference

Max Drawdown

Largest peak-to-trough decline

-51.01%

-56.95%

+5.94%

Max Drawdown (1Y)

Largest decline over 1 year

-13.09%

-16.51%

+3.42%

Max Drawdown (5Y)

Largest decline over 5 years

-40.21%

-35.62%

-4.59%

Max Drawdown (10Y)

Largest decline over 10 years

-40.21%

-35.62%

-4.59%

Current Drawdown

Current decline from peak

-12.55%

-16.51%

+3.96%

Average Drawdown

Average peak-to-trough decline

-9.03%

-16.36%

+7.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.88%

4.56%

-0.68%

Volatility

FGCKX vs. VIGIX - Volatility Comparison

Fidelity Growth Company K (FGCKX) has a higher volatility of 6.73% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 5.52%. This indicates that FGCKX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FGCKXVIGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

5.52%

+1.21%

Volatility (6M)

Calculated over the trailing 6-month period

14.66%

12.10%

+2.56%

Volatility (1Y)

Calculated over the trailing 1-year period

24.33%

22.69%

+1.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.99%

22.30%

+1.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.34%

21.49%

+1.85%