FGIKX vs. FGRIX
Compare and contrast key facts about Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity Growth & Income Portfolio (FGRIX).
FGIKX is managed by Fidelity. It was launched on May 9, 2008. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIKX or FGRIX.
Correlation
The correlation between FGIKX and FGRIX is 1.00, 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.
Performance
FGIKX vs. FGRIX - Performance Comparison
Key characteristics
FGIKX:
1.53
FGRIX:
1.52
FGIKX:
2.13
FGRIX:
2.11
FGIKX:
1.29
FGRIX:
1.28
FGIKX:
2.56
FGRIX:
2.54
FGIKX:
7.98
FGRIX:
7.92
FGIKX:
2.24%
FGRIX:
2.25%
FGIKX:
11.74%
FGRIX:
11.75%
FGIKX:
-62.06%
FGRIX:
-66.71%
FGIKX:
-0.69%
FGRIX:
-0.71%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FGIKX at 5.71% and FGRIX at 5.71%. Both investments have delivered pretty close results over the past 10 years, with FGIKX having a 9.93% annualized return and FGRIX not far behind at 9.82%.
FGIKX
5.71%
2.11%
4.24%
18.61%
11.21%
9.93%
FGRIX
5.71%
2.09%
4.21%
18.53%
11.11%
9.82%
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FGIKX vs. FGRIX - Expense Ratio Comparison
FGIKX has a 0.49% expense ratio, which is lower than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FGIKX vs. FGRIX — Risk-Adjusted Performance Rank
FGIKX
FGRIX
FGIKX vs. FGRIX - 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 & 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.
Dividends
FGIKX vs. FGRIX - Dividend Comparison
FGIKX's dividend yield for the trailing twelve months is around 1.43%, more than FGRIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | 1.43% | 1.51% | 1.69% | 1.77% | 2.15% | 1.99% | 1.86% | 2.26% | 1.63% | 1.92% | 2.18% | 1.84% |
FGRIX Fidelity Growth & Income Portfolio | 1.35% | 1.43% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 2.04% | 1.72% |
Drawdowns
FGIKX vs. FGRIX - Drawdown Comparison
The maximum FGIKX drawdown since its inception was -62.06%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for FGIKX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FGIKX vs. FGRIX - Volatility Comparison
Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity Growth & Income Portfolio (FGRIX) have volatilities of 2.97% and 2.97%, 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.