FGIKX vs. FXAIX
Compare and contrast key facts about Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity 500 Index Fund (FXAIX).
FGIKX is managed by Fidelity. It was launched on May 9, 2008. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIKX or FXAIX.
Correlation
The correlation between FGIKX and FXAIX 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.
Performance
FGIKX vs. FXAIX - Performance Comparison
Key characteristics
FGIKX:
1.63
FXAIX:
1.90
FGIKX:
2.26
FXAIX:
2.56
FGIKX:
1.30
FXAIX:
1.35
FGIKX:
2.74
FXAIX:
2.87
FGIKX:
8.55
FXAIX:
11.90
FGIKX:
2.24%
FXAIX:
2.04%
FGIKX:
11.76%
FXAIX:
12.79%
FGIKX:
-62.06%
FXAIX:
-33.79%
FGIKX:
-0.77%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FGIKX achieves a 5.63% return, which is significantly higher than FXAIX's 4.38% return. Over the past 10 years, FGIKX has underperformed FXAIX with an annualized return of 9.92%, while FXAIX has yielded a comparatively higher 13.11% annualized return.
FGIKX
5.63%
2.03%
4.47%
17.97%
11.01%
9.92%
FXAIX
4.38%
2.32%
10.23%
24.10%
14.52%
13.11%
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FGIKX vs. FXAIX - Expense Ratio Comparison
FGIKX has a 0.49% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FGIKX vs. FXAIX — Risk-Adjusted Performance Rank
FGIKX
FXAIX
FGIKX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FGIKX's dividend yield for the trailing twelve months is around 1.43%, more than FXAIX's 1.19% 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% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FGIKX vs. FXAIX - Drawdown Comparison
The maximum FGIKX drawdown since its inception was -62.06%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FGIKX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FGIKX vs. FXAIX - Volatility Comparison
Fidelity Growth & Income Portfolio Class K (FGIKX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.07% and 3.19%, 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.