FGKFX vs. FDGRX
Compare and contrast key facts about Fidelity Growth Company K6 Fund (FGKFX) and Fidelity Growth Company Fund (FDGRX).
FGKFX is managed by Fidelity. It was launched on Jun 13, 2019. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGKFX or FDGRX.
Key characteristics
| FGKFX | FDGRX | |
|---|---|---|
| YTD Return | 38.57% | 36.84% |
| 1Y Return | 52.43% | 44.16% |
| 3Y Return (Ann) | 7.98% | 0.89% |
| 5Y Return (Ann) | 23.87% | 16.17% |
| Sharpe Ratio | 2.73 | 2.29 |
| Sortino Ratio | 3.48 | 2.96 |
| Omega Ratio | 1.48 | 1.41 |
| Calmar Ratio | 2.83 | 1.48 |
| Martin Ratio | 14.64 | 11.45 |
| Ulcer Index | 3.60% | 3.86% |
| Daily Std Dev | 19.31% | 19.28% |
| Max Drawdown | -41.65% | -71.50% |
| Current Drawdown | -0.10% | -0.07% |
Correlation
The correlation between FGKFX and FDGRX is 0.99, 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
FGKFX vs. FDGRX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FGKFX having a 38.57% return and FDGRX slightly lower at 36.84%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FGKFX vs. FDGRX - Expense Ratio Comparison
FGKFX has a 0.45% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FGKFX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K6 Fund (FGKFX) 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
FGKFX vs. FDGRX - Dividend Comparison
FGKFX's dividend yield for the trailing twelve months is around 0.07%, while FDGRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGKFX Fidelity Growth Company K6 Fund | 0.07% | 0.10% | 0.18% | 0.00% | 0.09% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
Drawdowns
FGKFX vs. FDGRX - Drawdown Comparison
The maximum FGKFX drawdown since its inception was -41.65%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FGKFX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FGKFX vs. FDGRX - Volatility Comparison
Fidelity Growth Company K6 Fund (FGKFX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 5.30% and 5.21%, 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.