FGDKX vs. VIGIX

The year-to-date returns for both stocks are quite close, with FGDKX having a -5.31% return and VIGIX slightly lower at -5.38%. Both investments have delivered pretty close results over the past 10 years, with FGDKX having a 15.24% annualized return and VIGIX not far behind at 14.57%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FGDKX has a 0.68% expense ratio, which is higher than VIGIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Discovery Fund Class K (FGDKX) 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.

The current FGDKX Sharpe Ratio is 0.31, which is lower than the VIGIX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of FGDKX 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.

FGDKX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.50%.

The maximum FGDKX drawdown since its inception was -55.39%, roughly equal to the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for FGDKX and VIGIX. For additional features, visit the drawdowns tool.

Fidelity Growth Discovery Fund Class K (FGDKX) and Vanguard Growth Index Fund Institutional Shares (VIGIX) have volatilities of 8.06% and 8.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.