FGIKX vs. FSKAX
Compare and contrast key facts about Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity Total Market Index Fund (FSKAX).
FGIKX is managed by Fidelity. It was launched on May 9, 2008. FSKAX is managed by Fidelity.
Performance
FGIKX vs. FSKAX - Performance Comparison
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FGIKX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | -0.45% | 19.16% | 19.57% | 18.75% | -4.88% | 25.95% | 8.09% | 30.39% | -8.88% | 17.03% |
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FGIKX achieves a -0.45% return, which is significantly higher than FSKAX's -3.98% return. Both investments have delivered pretty close results over the past 10 years, with FGIKX having a 13.44% annualized return and FSKAX not far ahead at 13.56%.
FGIKX
- 1D
- 2.62%
- 1M
- -4.80%
- YTD
- -0.45%
- 6M
- 1.05%
- 1Y
- 18.55%
- 3Y*
- 17.07%
- 5Y*
- 12.33%
- 10Y*
- 13.44%
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
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FGIKX vs. FSKAX - Expense Ratio Comparison
FGIKX has a 0.49% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FGIKX vs. FSKAX — Risk / Return Rank
FGIKX
FSKAX
FGIKX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity Total Market Index Fund (FSKAX). 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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.98 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.49 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.50 | -0.02 |
Martin ratioReturn relative to average drawdown | 6.74 | 7.20 | -0.46 |
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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.98 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.61 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.74 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.79 | -0.37 |
Correlation
The correlation between FGIKX and FSKAX is 0.93, 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. FSKAX - Dividend Comparison
FGIKX's dividend yield for the trailing twelve months is around 7.78%, more than FSKAX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIKX Fidelity Growth & Income Portfolio Class K | 7.78% | 7.74% | 4.66% | 4.03% | 3.52% | 6.11% | 3.71% | 2.94% | 3.51% | 1.63% | 1.92% | 2.23% |
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FGIKX vs. FSKAX - Drawdown Comparison
The maximum FGIKX drawdown since its inception was -62.07%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FGIKX and FSKAX.
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Drawdown Indicators
| FGIKX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.07% | -35.01% | -27.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -12.42% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -25.39% | +6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -35.61% | -35.01% | -0.60% |
Current DrawdownCurrent decline from peak | -5.93% | -6.20% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -4.05% | -6.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.60% | +0.03% |
Volatility
FGIKX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Growth & Income Portfolio Class K (FGIKX) is 4.73%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 5.52%. This indicates that FGIKX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGIKX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 5.52% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 9.85% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 18.69% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.63% | 17.42% | -1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.51% | 18.44% | -0.93% |