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FGKFX vs. FCGSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGKFX vs. FCGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth Company K6 Fund (FGKFX) and Fidelity Series Growth Company Fund (FCGSX). The values are adjusted to include any dividend payments, if applicable.

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FGKFX vs. FCGSX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FGKFX
Fidelity Growth Company K6 Fund
-6.49%21.67%35.46%46.02%-32.62%22.06%68.76%15.07%
FCGSX
Fidelity Series Growth Company Fund
-6.64%25.52%38.00%45.97%-32.15%25.13%70.01%16.36%

Returns By Period

The year-to-date returns for both stocks are quite close, with FGKFX having a -6.49% return and FCGSX slightly lower at -6.64%.


FGKFX

1D
-1.20%
1M
-8.32%
YTD
-6.49%
6M
-5.49%
1Y
30.08%
3Y*
24.91%
5Y*
12.57%
10Y*

FCGSX

1D
-1.20%
1M
-8.19%
YTD
-6.64%
6M
-2.02%
1Y
33.82%
3Y*
27.05%
5Y*
14.28%
10Y*
21.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FGKFX vs. FCGSX - Expense Ratio Comparison

FGKFX has a 0.45% expense ratio, which is higher than FCGSX's 0.00% expense ratio.


Return for Risk

FGKFX vs. FCGSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGKFX
FGKFX Risk / Return Rank: 7272
Overall Rank
FGKFX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
FGKFX Sortino Ratio Rank: 7272
Sortino Ratio Rank
FGKFX Omega Ratio Rank: 6868
Omega Ratio Rank
FGKFX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FGKFX Martin Ratio Rank: 7474
Martin Ratio Rank

FCGSX
FCGSX Risk / Return Rank: 8282
Overall Rank
FCGSX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FCGSX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FCGSX Omega Ratio Rank: 7676
Omega Ratio Rank
FCGSX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FCGSX Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FGKFX vs. FCGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K6 Fund (FGKFX) and Fidelity Series Growth Company Fund (FCGSX). 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.


FGKFXFCGSXDifference

Sharpe ratio

Return per unit of total volatility

1.21

1.40

-0.20

Sortino ratio

Return per unit of downside risk

1.76

2.02

-0.26

Omega ratio

Gain probability vs. loss probability

1.25

1.29

-0.04

Calmar ratio

Return relative to maximum drawdown

1.72

2.25

-0.54

Martin ratio

Return relative to average drawdown

7.03

10.23

-3.20

FGKFX vs. FCGSX - Sharpe Ratio Comparison

The current FGKFX Sharpe Ratio is 1.21, which is comparable to the FCGSX Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of FGKFX and FCGSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FGKFXFCGSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

1.40

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

0.61

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

0.87

-0.06

Correlation

The correlation between FGKFX and FCGSX 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.


Dividends

FGKFX vs. FCGSX - Dividend Comparison

FGKFX has not paid dividends to shareholders, while FCGSX's dividend yield for the trailing twelve months is around 11.22%.


TTM20252024202320222021202020192018201720162015
FGKFX
Fidelity Growth Company K6 Fund
0.00%0.00%0.00%0.10%0.18%2.64%0.93%0.06%0.00%0.00%0.00%0.00%
FCGSX
Fidelity Series Growth Company Fund
11.22%10.48%12.49%3.13%0.61%38.65%31.99%11.06%13.21%10.51%2.44%0.25%

Drawdowns

FGKFX vs. FCGSX - Drawdown Comparison

The maximum FGKFX drawdown since its inception was -40.14%, roughly equal to the maximum FCGSX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for FGKFX and FCGSX.


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Drawdown Indicators


FGKFXFCGSXDifference

Max Drawdown

Largest peak-to-trough decline

-40.14%

-38.77%

-1.37%

Max Drawdown (1Y)

Largest decline over 1 year

-13.22%

-13.10%

-0.12%

Max Drawdown (5Y)

Largest decline over 5 years

-40.14%

-38.77%

-1.37%

Max Drawdown (10Y)

Largest decline over 10 years

-38.77%

Current Drawdown

Current decline from peak

-11.40%

-10.42%

-0.98%

Average Drawdown

Average peak-to-trough decline

-10.25%

-7.05%

-3.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

2.88%

+0.66%

Volatility

FGKFX vs. FCGSX - Volatility Comparison

Fidelity Growth Company K6 Fund (FGKFX) and Fidelity Series Growth Company Fund (FCGSX) have volatilities of 6.79% and 6.66%, 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.


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Volatility by Period


FGKFXFCGSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.79%

6.66%

+0.13%

Volatility (6M)

Calculated over the trailing 6-month period

14.66%

13.74%

+0.92%

Volatility (1Y)

Calculated over the trailing 1-year period

24.70%

23.80%

+0.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.10%

23.62%

+0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.87%

23.15%

+2.72%