FGIKX vs. FDGRX
Compare and contrast key facts about Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity Growth Company Fund (FDGRX).
FGIKX is managed by Fidelity. It was launched on May 9, 2008. FDGRX is managed by Fidelity.
Performance
FGIKX vs. FDGRX - Performance Comparison
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FGIKX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | -0.23% | 19.16% | 19.57% | 18.75% | -4.88% | 25.95% | 8.09% | 30.39% | -8.88% | 17.03% |
FDGRX Fidelity Growth Company Fund | -0.67% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Returns By Period
In the year-to-date period, FGIKX achieves a -0.23% return, which is significantly higher than FDGRX's -0.67% return. Over the past 10 years, FGIKX has underperformed FDGRX with an annualized return of 13.52%, while FDGRX has yielded a comparatively higher 20.61% annualized return.
FGIKX
- 1D
- 0.04%
- 1M
- -3.76%
- YTD
- -0.23%
- 6M
- 0.83%
- 1Y
- 24.19%
- 3Y*
- 16.74%
- 5Y*
- 12.38%
- 10Y*
- 13.52%
FDGRX
- 1D
- 0.57%
- 1M
- -2.32%
- YTD
- -0.67%
- 6M
- -1.53%
- 1Y
- 41.58%
- 3Y*
- 26.71%
- 5Y*
- 13.09%
- 10Y*
- 20.61%
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FGIKX vs. FDGRX - Expense Ratio Comparison
FGIKX has a 0.49% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Return for Risk
FGIKX vs. FDGRX — Risk / Return Rank
FGIKX
FDGRX
FGIKX vs. FDGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity Growth Company Fund (FDGRX). 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.
| FGIKX | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.32 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.90 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.66 | -1.06 |
Martin ratioReturn relative to average drawdown | 7.15 | 9.16 | -2.01 |
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
| FGIKX | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.32 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.55 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.89 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.67 | -0.25 |
Correlation
The correlation between FGIKX and FDGRX is 0.80, 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
FGIKX vs. FDGRX - Dividend Comparison
FGIKX's dividend yield for the trailing twelve months is around 7.76%, while FDGRX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | 7.76% | 7.74% | 4.66% | 4.03% | 3.52% | 6.11% | 3.71% | 2.94% | 3.51% | 1.63% | 1.92% | 2.23% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.16% | 3.92% |
Drawdowns
FGIKX vs. FDGRX - Drawdown Comparison
The maximum FGIKX drawdown since its inception was -62.07%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for FGIKX and FDGRX.
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Drawdown Indicators
| FGIKX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.07% | -71.62% | +9.55% |
Max Drawdown (1Y)Largest decline over 1 year | -8.33% | -12.60% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -40.25% | +21.05% |
Max Drawdown (10Y)Largest decline over 10 years | -35.61% | -40.25% | +4.64% |
Current DrawdownCurrent decline from peak | -5.73% | -6.79% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -10.74% | -15.96% | +5.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 3.79% | -1.11% |
Volatility
FGIKX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Growth & Income Portfolio Class K (FGIKX) is 4.59%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 8.15%. This indicates that FGIKX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGIKX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 8.15% | -3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 8.93% | 15.35% | -6.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 24.71% | -8.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.62% | 23.96% | -8.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 23.33% | -5.83% |