FGIOX vs. FDGRX
Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class I (FGIOX) and Fidelity Growth Company Fund (FDGRX).
FGIOX is managed by Fidelity. It was launched on Dec 31, 1996. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIOX or FDGRX.
Correlation
The correlation between FGIOX and FDGRX is 0.83, 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
FGIOX vs. FDGRX - Performance Comparison
Key characteristics
FGIOX:
1.61
FDGRX:
0.94
FGIOX:
2.17
FDGRX:
1.30
FGIOX:
1.31
FDGRX:
1.18
FGIOX:
2.27
FDGRX:
0.96
FGIOX:
7.14
FDGRX:
3.86
FGIOX:
2.74%
FDGRX:
5.27%
FGIOX:
12.14%
FDGRX:
21.73%
FGIOX:
-56.03%
FDGRX:
-71.50%
FGIOX:
-4.16%
FDGRX:
-8.78%
Returns By Period
In the year-to-date period, FGIOX achieves a 4.84% return, which is significantly higher than FDGRX's 3.05% return. Over the past 10 years, FGIOX has underperformed FDGRX with an annualized return of 6.71%, while FDGRX has yielded a comparatively higher 12.00% annualized return.
FGIOX
4.84%
1.31%
3.58%
17.42%
11.31%
6.71%
FDGRX
3.05%
1.71%
2.87%
19.49%
11.60%
12.00%
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FGIOX vs. FDGRX - Expense Ratio Comparison
FGIOX has a 0.67% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FGIOX vs. FDGRX — Risk-Adjusted Performance Rank
FGIOX
FDGRX
FGIOX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class I (FGIOX) 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
FGIOX vs. FDGRX - Dividend Comparison
FGIOX's dividend yield for the trailing twelve months is around 1.30%, while FDGRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIOX Fidelity Advisor Growth & Income Fund Class I | 1.30% | 1.37% | 1.49% | 1.52% | 1.84% | 1.92% | 1.96% | 2.38% | 1.51% | 1.72% | 2.32% | 10.32% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% |
Drawdowns
FGIOX vs. FDGRX - Drawdown Comparison
The maximum FGIOX drawdown since its inception was -56.03%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FGIOX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FGIOX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Advisor Growth & Income Fund Class I (FGIOX) is 3.01%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.74%. This indicates that FGIOX 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.