FGINX vs. FDGRX
Compare and contrast key facts about Delaware Growth and Income Fund (FGINX) and Fidelity Growth Company Fund (FDGRX).
FGINX is managed by Delaware Funds. It was launched on Oct 4, 1993. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGINX or FDGRX.
Correlation
The correlation between FGINX and FDGRX is 0.88, 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
FGINX vs. FDGRX - Performance Comparison
Key characteristics
FGINX:
-0.04
FDGRX:
0.02
FGINX:
0.08
FDGRX:
0.21
FGINX:
1.01
FDGRX:
1.03
FGINX:
-0.02
FDGRX:
0.02
FGINX:
-0.09
FDGRX:
0.05
FGINX:
7.88%
FDGRX:
10.95%
FGINX:
18.80%
FDGRX:
27.83%
FGINX:
-64.00%
FDGRX:
-71.50%
FGINX:
-33.30%
FDGRX:
-21.00%
Returns By Period
In the year-to-date period, FGINX achieves a 1.74% return, which is significantly higher than FDGRX's -10.76% return. Over the past 10 years, FGINX has underperformed FDGRX with an annualized return of -2.83%, while FDGRX has yielded a comparatively higher 10.34% annualized return.
FGINX
1.74%
-2.84%
-7.46%
1.46%
8.21%
-2.83%
FDGRX
-10.76%
1.47%
-12.28%
2.68%
10.82%
10.34%
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FGINX vs. FDGRX - Expense Ratio Comparison
FGINX has a 1.02% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FGINX vs. FDGRX — Risk-Adjusted Performance Rank
FGINX
FDGRX
FGINX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Growth and Income Fund (FGINX) 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.
Dividends
FGINX vs. FDGRX - Dividend Comparison
FGINX's dividend yield for the trailing twelve months is around 2.29%, less than FDGRX's 9.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGINX Delaware Growth and Income Fund | 2.29% | 2.40% | 2.28% | 2.37% | 2.44% | 1.23% | 2.15% | 1.77% | 1.18% | 1.37% | 1.07% | 0.82% |
FDGRX Fidelity Growth Company Fund | 9.93% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 4.03% |
Drawdowns
FGINX vs. FDGRX - Drawdown Comparison
The maximum FGINX drawdown since its inception was -64.00%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FGINX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FGINX vs. FDGRX - Volatility Comparison
The current volatility for Delaware Growth and Income Fund (FGINX) is 11.78%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 16.79%. This indicates that FGINX 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.