FGKFX vs. VINIX
Compare and contrast key facts about Fidelity Growth Company K6 Fund (FGKFX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
FGKFX is managed by Fidelity. It was launched on Jun 13, 2019. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Performance
FGKFX vs. VINIX - Performance Comparison
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FGKFX vs. VINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FGKFX Fidelity Growth Company K6 Fund | -2.27% | 21.67% | 35.46% | 46.02% | -32.62% | 22.06% | 68.76% | 15.07% |
VINIX Vanguard Institutional Index Fund Institutional Shares | -4.35% | 17.85% | 26.28% | 25.77% | -18.15% | 28.67% | 18.40% | 12.89% |
Returns By Period
In the year-to-date period, FGKFX achieves a -2.27% return, which is significantly higher than VINIX's -4.35% return.
FGKFX
- 1D
- 4.51%
- 1M
- -4.67%
- YTD
- -2.27%
- 6M
- -1.69%
- 1Y
- 35.13%
- 3Y*
- 26.76%
- 5Y*
- 13.17%
- 10Y*
- —
VINIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.35%
- 6M
- -2.15%
- 1Y
- 17.32%
- 3Y*
- 18.69%
- 5Y*
- 11.91%
- 10Y*
- 14.13%
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FGKFX vs. VINIX - Expense Ratio Comparison
FGKFX has a 0.45% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Return for Risk
FGKFX vs. VINIX — Risk / Return Rank
FGKFX
VINIX
FGKFX vs. VINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company K6 Fund (FGKFX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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.
| FGKFX | VINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.97 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.49 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 1.52 | +0.87 |
Martin ratioReturn relative to average drawdown | 9.42 | 7.30 | +2.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGKFX | VINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.97 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.71 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.59 | +0.24 |
Correlation
The correlation between FGKFX and VINIX is 0.89, 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. VINIX - Dividend Comparison
FGKFX has not paid dividends to shareholders, while VINIX's dividend yield for the trailing twelve months is around 2.80%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.80% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
Drawdowns
FGKFX vs. VINIX - Drawdown Comparison
The maximum FGKFX drawdown since its inception was -40.14%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FGKFX and VINIX.
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Drawdown Indicators
| FGKFX | VINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.14% | -55.19% | +15.05% |
Max Drawdown (1Y)Largest decline over 1 year | -13.22% | -12.12% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -40.14% | -24.51% | -15.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -7.40% | -6.24% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -10.25% | -8.56% | -1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.52% | +0.83% |
Volatility
FGKFX vs. VINIX - Volatility Comparison
Fidelity Growth Company K6 Fund (FGKFX) has a higher volatility of 8.30% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 5.35%. This indicates that FGKFX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGKFX | VINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 5.35% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 15.31% | 9.53% | +5.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.04% | 18.32% | +6.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.17% | 16.90% | +7.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.92% | 18.04% | +7.88% |