PortfoliosLab logoPortfoliosLab logo
FIFNX vs. FDGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIFNX vs. FDGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Founders Fund (FIFNX) and Fidelity Growth Company Fund (FDGRX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FIFNX vs. FDGRX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FIFNX
Fidelity Founders Fund
-10.12%16.34%36.44%33.95%-26.69%19.00%47.20%13.95%
FDGRX
Fidelity Growth Company Fund
-6.86%18.54%37.18%47.25%-33.86%22.57%67.42%20.63%

Returns By Period

In the year-to-date period, FIFNX achieves a -10.12% return, which is significantly lower than FDGRX's -6.86% return.


FIFNX

1D
-0.33%
1M
-10.05%
YTD
-10.12%
6M
-10.79%
1Y
12.87%
3Y*
19.99%
5Y*
10.01%
10Y*

FDGRX

1D
-1.22%
1M
-8.22%
YTD
-6.86%
6M
-6.92%
1Y
26.32%
3Y*
24.11%
5Y*
12.04%
10Y*
19.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FIFNX vs. FDGRX - Expense Ratio Comparison

FIFNX has a 0.90% expense ratio, which is higher than FDGRX's 0.79% expense ratio.


Return for Risk

FIFNX vs. FDGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIFNX
FIFNX Risk / Return Rank: 2727
Overall Rank
FIFNX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
FIFNX Sortino Ratio Rank: 2828
Sortino Ratio Rank
FIFNX Omega Ratio Rank: 2929
Omega Ratio Rank
FIFNX Calmar Ratio Rank: 2626
Calmar Ratio Rank
FIFNX Martin Ratio Rank: 2727
Martin Ratio Rank

FDGRX
FDGRX Risk / Return Rank: 6161
Overall Rank
FDGRX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FDGRX Sortino Ratio Rank: 6363
Sortino Ratio Rank
FDGRX Omega Ratio Rank: 6060
Omega Ratio Rank
FDGRX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FDGRX Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIFNX vs. FDGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Founders Fund (FIFNX) 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.


FIFNXFDGRXDifference

Sharpe ratio

Return per unit of total volatility

0.61

1.07

-0.46

Sortino ratio

Return per unit of downside risk

1.01

1.58

-0.57

Omega ratio

Gain probability vs. loss probability

1.15

1.23

-0.08

Calmar ratio

Return relative to maximum drawdown

0.75

1.49

-0.73

Martin ratio

Return relative to average drawdown

2.95

5.49

-2.54

FIFNX vs. FDGRX - Sharpe Ratio Comparison

The current FIFNX Sharpe Ratio is 0.61, which is lower than the FDGRX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of FIFNX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FIFNXFDGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.61

1.07

-0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.51

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.66

+0.03

Correlation

The correlation between FIFNX and FDGRX is 0.94, 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

FIFNX vs. FDGRX - Dividend Comparison

FIFNX's dividend yield for the trailing twelve months is around 2.68%, while FDGRX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
FIFNX
Fidelity Founders Fund
2.68%2.40%6.31%0.11%2.54%6.17%0.00%0.09%0.00%0.00%0.00%0.00%
FDGRX
Fidelity Growth Company Fund
0.00%0.00%8.86%3.83%7.20%10.67%8.86%3.84%6.38%4.73%6.16%3.92%

Drawdowns

FIFNX vs. FDGRX - Drawdown Comparison

The maximum FIFNX drawdown since its inception was -32.52%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for FIFNX and FDGRX.


Loading graphics...

Drawdown Indicators


FIFNXFDGRXDifference

Max Drawdown

Largest peak-to-trough decline

-32.52%

-71.62%

+39.10%

Max Drawdown (1Y)

Largest decline over 1 year

-13.04%

-13.07%

+0.03%

Max Drawdown (5Y)

Largest decline over 5 years

-32.52%

-40.25%

+7.73%

Max Drawdown (10Y)

Largest decline over 10 years

-40.25%

Current Drawdown

Current decline from peak

-12.27%

-12.60%

+0.33%

Average Drawdown

Average peak-to-trough decline

-8.14%

-15.97%

+7.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.34%

3.89%

-0.55%

Volatility

FIFNX vs. FDGRX - Volatility Comparison

The current volatility for Fidelity Founders Fund (FIFNX) is 5.47%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.72%. This indicates that FIFNX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FIFNXFDGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.47%

6.72%

-1.25%

Volatility (6M)

Calculated over the trailing 6-month period

10.67%

14.66%

-3.99%

Volatility (1Y)

Calculated over the trailing 1-year period

20.79%

24.34%

-3.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.14%

23.90%

-2.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.67%

23.29%

-0.62%