Correlation
The correlation between VFORX and FGKFX 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.
VFORX vs. FGKFX
Compare and contrast key facts about Vanguard Target Retirement 2040 Fund (VFORX) and Fidelity Growth Company K6 Fund (FGKFX).
VFORX is managed by Vanguard. It was launched on Jun 7, 2006. FGKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFORX or FGKFX.
Performance
VFORX vs. FGKFX - Performance Comparison
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Key characteristics
VFORX:
0.92
FGKFX:
0.49
VFORX:
1.24
FGKFX:
0.74
VFORX:
1.17
FGKFX:
1.10
VFORX:
0.70
FGKFX:
0.41
VFORX:
3.93
FGKFX:
1.29
VFORX:
2.75%
FGKFX:
8.47%
VFORX:
13.00%
FGKFX:
27.69%
VFORX:
-51.63%
FGKFX:
-40.14%
VFORX:
-3.18%
FGKFX:
-7.34%
Returns By Period
In the year-to-date period, VFORX achieves a 4.88% return, which is significantly higher than FGKFX's -2.50% return.
VFORX
4.88%
4.16%
2.06%
11.87%
9.46%
6.60%
6.03%
FGKFX
-2.50%
10.51%
-2.02%
13.47%
22.01%
18.85%
N/A
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VFORX vs. FGKFX - Expense Ratio Comparison
VFORX has a 0.08% expense ratio, which is lower than FGKFX's 0.45% expense ratio.
Risk-Adjusted Performance
VFORX vs. FGKFX — Risk-Adjusted Performance Rank
VFORX
FGKFX
VFORX vs. FGKFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2040 Fund (VFORX) and Fidelity Growth Company K6 Fund (FGKFX). 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.
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Dividends
VFORX vs. FGKFX - Dividend Comparison
VFORX's dividend yield for the trailing twelve months is around 2.53%, more than FGKFX's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFORX Vanguard Target Retirement 2040 Fund | 2.53% | 2.65% | 2.38% | 2.60% | 20.68% | 2.06% | 2.28% | 2.58% | 1.95% | 2.40% | 2.99% | 1.99% |
FGKFX Fidelity Growth Company K6 Fund | 2.28% | 2.22% | 0.10% | 0.18% | 2.64% | 0.93% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VFORX vs. FGKFX - Drawdown Comparison
The maximum VFORX drawdown since its inception was -51.63%, which is greater than FGKFX's maximum drawdown of -40.14%. Use the drawdown chart below to compare losses from any high point for VFORX and FGKFX.
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Volatility
VFORX vs. FGKFX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2040 Fund (VFORX) is 2.85%, while Fidelity Growth Company K6 Fund (FGKFX) has a volatility of 6.40%. This indicates that VFORX experiences smaller price fluctuations and is considered to be less risky than FGKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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