FGIKX vs. FGRIX
FGIKX (Fidelity Growth & Income Portfolio Class K) and FGRIX (Fidelity Growth & Income Portfolio) are both Large Cap Value Equities funds from Fidelity. Over the past 10 years, FGIKX returned 13.95%/yr vs 14.33%/yr for FGRIX. With a 1.00 correlation, they move nearly in lockstep. FGIKX charges 0.49%/yr vs 0.57%/yr for FGRIX.
Performance
FGIKX vs. FGRIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with FGIKX having a 7.66% return and FGRIX slightly lower at 7.63%. Both investments have delivered pretty close results over the past 10 years, with FGIKX having a 13.95% annualized return and FGRIX not far ahead at 14.33%.
FGIKX
- 1D
- -0.01%
- 1M
- 2.59%
- YTD
- 7.66%
- 6M
- 6.97%
- 1Y
- 20.94%
- 3Y*
- 19.20%
- 5Y*
- 12.68%
- 10Y*
- 13.95%
FGRIX
- 1D
- -0.01%
- 1M
- 2.58%
- YTD
- 7.63%
- 6M
- 9.20%
- 1Y
- 23.41%
- 3Y*
- 20.80%
- 5Y*
- 13.55%
- 10Y*
- 14.33%
FGIKX vs. FGRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | 7.66% | 19.16% | 19.57% | 18.75% | -4.88% | 25.95% | 8.09% | 30.39% | -8.88% | 17.03% |
FGRIX Fidelity Growth & Income Portfolio | 7.63% | 21.59% | 22.10% | 18.63% | -4.98% | 25.84% | 7.98% | 30.22% | -8.94% | 16.88% |
Correlation
The correlation between FGIKX and FGRIX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since May 12, 2008 | 1.00 |
The correlation between FGIKX and FGRIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
FGIKX vs. FGRIX — Risk / Return Rank
FGIKX
FGRIX
FGIKX vs. FGRIX - 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 & Income Portfolio (FGRIX). 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 | FGRIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.42 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.89 | -0.28 |
| Martin ratioReturn relative to average drawdown | 10.77 | 12.11 | -1.34 |
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 | FGRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 2.27 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.88 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.82 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.59 | -0.15 |
Drawdowns
FGIKX vs. FGRIX - Drawdown Comparison
The maximum FGIKX drawdown since its inception was -62.07%, smaller than the maximum FGRIX drawdown of -67.10%. Use the drawdown chart below to compare losses from any high point for FGIKX and FGRIX.
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Drawdown Indicators
| FGIKX | FGRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.07% | -67.10% | +5.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.33% | -8.35% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -17.20% | -16.42% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -19.26% | +0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -35.61% | -35.63% | +0.02% |
Current DrawdownCurrent decline from peak | -0.01% | -0.01% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.65% | -10.12% | -0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.99% | +0.02% |
Volatility
FGIKX vs. FGRIX - Volatility Comparison
Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity Growth & Income Portfolio (FGRIX) have volatilities of 2.38% and 2.36%, 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.
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Volatility by Period
| FGIKX | FGRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.38% | 2.36% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 8.33% | 7.97% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.92% | 10.64% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 15.52% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 17.45% | +0.04% |
FGIKX vs. FGRIX - Expense Ratio Comparison
FGIKX has a 0.49% expense ratio, which is lower than FGRIX's 0.57% expense ratio.
Dividends
FGIKX vs. FGRIX - Dividend Comparison
FGIKX's dividend yield for the trailing twelve months is around 7.21%, less than FGRIX's 9.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | 7.21% | 7.74% | 4.66% | 4.03% | 3.52% | 6.11% | 3.71% | 2.94% | 3.51% | 1.63% | 1.92% | 2.23% |
FGRIX Fidelity Growth & Income Portfolio | 9.10% | 9.78% | 6.80% | 3.93% | 3.43% | 6.02% | 3.61% | 2.85% | 3.39% | 1.52% | 1.80% | 2.08% |
Frequently Asked Questions
With a correlation of 1.00, FGIKX and FGRIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FGIKX has higher volatility (2.38%) compared to FGRIX (2.36%). In terms of maximum drawdown, FGIKX dropped -62.07% vs FGRIX's -67.10%.
FGRIX currently has the higher Sharpe Ratio (2.27 vs 1.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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