FGRIX vs. FFIDX

In the year-to-date period, FGRIX achieves a -2.72% return, which is significantly higher than FFIDX's -8.62% return. Over the past 10 years, FGRIX has outperformed FFIDX with an annualized return of 10.68%, while FFIDX has yielded a comparatively lower 8.03% annualized return.

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FGRIX has a 0.57% expense ratio, which is higher than FFIDX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio (FGRIX) and Fidelity Fund (FFIDX). 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.

The current FGRIX Sharpe Ratio is 0.59, which is higher than the FFIDX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of FGRIX and FFIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FGRIX's dividend yield for the trailing twelve months is around 6.98%, while FFIDX has not paid dividends to shareholders.

The maximum FGRIX drawdown since its inception was -66.71%, which is greater than FFIDX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for FGRIX and FFIDX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Growth & Income Portfolio (FGRIX) is 12.93%, while Fidelity Fund (FFIDX) has a volatility of 15.29%. This indicates that FGRIX experiences smaller price fluctuations and is considered to be less risky than FFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.