Correlation
The correlation between FGIKX and FDGRX 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIKX or FDGRX.
Performance
FGIKX vs. FDGRX - Performance Comparison
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Key characteristics
FGIKX:
0.88
FDGRX:
0.45
FGIKX:
1.19
FDGRX:
0.69
FGIKX:
1.18
FDGRX:
1.09
FGIKX:
0.85
FDGRX:
0.37
FGIKX:
3.48
FDGRX:
1.16
FGIKX:
4.00%
FDGRX:
8.46%
FGIKX:
17.70%
FDGRX:
27.09%
FGIKX:
-62.06%
FDGRX:
-71.50%
FGIKX:
-0.73%
FDGRX:
-7.48%
Returns By Period
In the year-to-date period, FGIKX achieves a 5.06% return, which is significantly higher than FDGRX's -3.07% return. Over the past 10 years, FGIKX has underperformed FDGRX with an annualized return of 11.63%, while FDGRX has yielded a comparatively higher 17.72% annualized return.
FGIKX
5.06%
5.77%
0.52%
14.07%
14.23%
17.82%
11.63%
FDGRX
-3.07%
8.61%
-2.30%
12.19%
21.00%
18.24%
17.72%
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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.
Risk-Adjusted Performance
FGIKX vs. FDGRX — Risk-Adjusted Performance Rank
FGIKX
FDGRX
FGIKX vs. FDGRX - Risk-Adjusted Performance 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.
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Dividends
FGIKX vs. FDGRX - Dividend Comparison
FGIKX's dividend yield for the trailing twelve months is around 6.53%, less than FDGRX's 9.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | 6.53% | 6.89% | 4.03% | 3.52% | 6.11% | 3.71% | 2.94% | 3.51% | 1.63% | 1.92% | 2.23% | 1.84% |
FDGRX Fidelity Growth Company Fund | 9.14% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 3.94% |
Drawdowns
FGIKX vs. FDGRX - Drawdown Comparison
The maximum FGIKX drawdown since its inception was -62.06%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FGIKX and FDGRX.
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Volatility
FGIKX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Growth & Income Portfolio Class K (FGIKX) is 3.79%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.17%. 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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