FICGX vs. WLGAX
Compare and contrast key facts about Delaware Growth Equity Fund (FICGX) and Delaware Ivy Large Cap Growth Fund (WLGAX).
FICGX is managed by Delaware Funds. It was launched on Oct 25, 2000. WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000.
Performance
FICGX vs. WLGAX - Performance Comparison
Loading graphics...
FICGX vs. WLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FICGX Delaware Growth Equity Fund | -3.45% | 20.49% | 23.76% | 28.68% | -24.65% | 5.54% | 28.41% | 24.12% | -3.89% | 32.19% |
WLGAX Delaware Ivy Large Cap Growth Fund | -12.64% | 8.89% | 25.97% | 37.78% | -27.04% | 29.95% | 30.75% | 36.52% | 2.37% | 29.02% |
Returns By Period
In the year-to-date period, FICGX achieves a -3.45% return, which is significantly higher than WLGAX's -12.64% return. Over the past 10 years, FICGX has underperformed WLGAX with an annualized return of 12.12%, while WLGAX has yielded a comparatively higher 14.39% annualized return.
FICGX
- 1D
- 3.39%
- 1M
- -4.41%
- YTD
- -3.45%
- 6M
- -1.37%
- 1Y
- 22.58%
- 3Y*
- 18.77%
- 5Y*
- 6.11%
- 10Y*
- 12.12%
WLGAX
- 1D
- 3.14%
- 1M
- -5.65%
- YTD
- -12.64%
- 6M
- -12.42%
- 1Y
- 1.55%
- 3Y*
- 13.52%
- 5Y*
- 8.72%
- 10Y*
- 14.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FICGX vs. WLGAX - Expense Ratio Comparison
FICGX has a 1.04% expense ratio, which is higher than WLGAX's 0.89% expense ratio.
Return for Risk
FICGX vs. WLGAX — Risk / Return Rank
FICGX
WLGAX
FICGX vs. WLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Growth Equity Fund (FICGX) and Delaware Ivy Large Cap Growth Fund (WLGAX). 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.
| FICGX | WLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.11 | +1.07 |
Sortino ratioReturn per unit of downside risk | 1.75 | 0.30 | +1.45 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.04 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 0.13 | +1.89 |
Martin ratioReturn relative to average drawdown | 8.63 | 0.43 | +8.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FICGX | WLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.11 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.43 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.70 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.44 | -0.16 |
Correlation
The correlation between FICGX and WLGAX is 0.90, 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
FICGX vs. WLGAX - Dividend Comparison
FICGX's dividend yield for the trailing twelve months is around 3.94%, less than WLGAX's 9.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FICGX Delaware Growth Equity Fund | 3.94% | 3.80% | 5.28% | 2.75% | 32.39% | 7.63% | 9.65% | 10.92% | 5.77% | 9.05% | 16.01% | 10.46% |
WLGAX Delaware Ivy Large Cap Growth Fund | 9.63% | 8.41% | 3.31% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% |
Drawdowns
FICGX vs. WLGAX - Drawdown Comparison
The maximum FICGX drawdown since its inception was -54.19%, which is greater than WLGAX's maximum drawdown of -49.78%. Use the drawdown chart below to compare losses from any high point for FICGX and WLGAX.
Loading graphics...
Drawdown Indicators
| FICGX | WLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.19% | -49.78% | -4.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.49% | -18.12% | +6.63% |
Max Drawdown (5Y)Largest decline over 5 years | -47.73% | -37.00% | -10.73% |
Max Drawdown (10Y)Largest decline over 10 years | -47.73% | -37.00% | -10.73% |
Current DrawdownCurrent decline from peak | -6.41% | -15.27% | +8.86% |
Average DrawdownAverage peak-to-trough decline | -16.33% | -13.18% | -3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 5.44% | -2.75% |
Volatility
FICGX vs. WLGAX - Volatility Comparison
Delaware Growth Equity Fund (FICGX) and Delaware Ivy Large Cap Growth Fund (WLGAX) have volatilities of 6.15% and 6.01%, 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.
Loading graphics...
Volatility by Period
| FICGX | WLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 6.01% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 11.37% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.58% | 19.48% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.13% | 20.62% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.57% | 20.65% | -0.08% |