FIFNX vs. FDGRX
Compare and contrast key facts about Fidelity Founders Fund (FIFNX) and Fidelity Growth Company Fund (FDGRX).
FIFNX is managed by Fidelity. It was launched on Feb 14, 2019. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFNX or FDGRX.
Key characteristics
| FIFNX | FDGRX | |
|---|---|---|
| YTD Return | 33.26% | 36.87% |
| 1Y Return | 48.46% | 45.49% |
| 3Y Return (Ann) | 6.27% | 0.67% |
| 5Y Return (Ann) | 17.73% | 16.38% |
| Sharpe Ratio | 2.84 | 2.36 |
| Sortino Ratio | 3.67 | 3.03 |
| Omega Ratio | 1.51 | 1.42 |
| Calmar Ratio | 2.43 | 1.47 |
| Martin Ratio | 18.08 | 11.84 |
| Ulcer Index | 2.68% | 3.86% |
| Daily Std Dev | 17.08% | 19.38% |
| Max Drawdown | -34.82% | -71.50% |
| Current Drawdown | 0.00% | 0.00% |
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.
Performance
FIFNX vs. FDGRX - Performance Comparison
In the year-to-date period, FIFNX achieves a 33.26% return, which is significantly lower than FDGRX's 36.87% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIFNX vs. FDGRX - Expense Ratio Comparison
FIFNX has a 0.90% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FIFNX vs. FDGRX - Risk-Adjusted Performance 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.
Dividends
FIFNX vs. FDGRX - Dividend Comparison
FIFNX's dividend yield for the trailing twelve months is around 0.08%, while FDGRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFNX Fidelity Founders Fund | 0.08% | 0.11% | 0.67% | 0.23% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
Drawdowns
FIFNX vs. FDGRX - Drawdown Comparison
The maximum FIFNX drawdown since its inception was -34.82%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FIFNX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FIFNX vs. FDGRX - Volatility Comparison
Fidelity Founders Fund (FIFNX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 5.01% and 5.24%, 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.