FIFNX vs. FDGRX
FIFNX (Fidelity Founders Fund) and FDGRX (Fidelity Growth Company Fund) are both Large Cap Growth Equities funds from Fidelity. Over the past 5 years, FIFNX returned 11.77%/yr vs 13.97%/yr for FDGRX. Their correlation of 0.94 means they have usually moved in the same direction. FIFNX charges 0.90%/yr vs 0.52%/yr for FDGRX.
Performance
FIFNX vs. FDGRX - Performance Comparison
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Returns By Period
In the year-to-date period, FIFNX achieves a 6.28% return, which is significantly lower than FDGRX's 15.01% return.
FIFNX
- 1D
- 1.78%
- 1M
- -0.65%
- 6M
- 5.68%
- YTD
- 6.28%
- 1Y
- 13.06%
- 3Y*
- 20.83%
- 5Y*
- 11.77%
- 10Y*
- —
- ALL TIME*
- 17.45%
FDGRX
- 1D
- 2.88%
- 1M
- -4.50%
- 6M
- 12.24%
- YTD
- 15.01%
- 1Y
- 27.79%
- 3Y*
- 25.32%
- 5Y*
- 13.97%
- 10Y*
- 21.52%
- ALL TIME*
- 14.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FIFNX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIFNX Fidelity Founders Fund | 6.28% | 16.34% | 36.44% | 33.95% | -26.69% | 19.00% | 47.20% | 13.95% |
FDGRX Fidelity Growth Company Fund | 15.01% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 22.50% |
Correlation
The correlation between FIFNX and FDGRX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2019 | 0.94 |
The correlation between FIFNX and FDGRX has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
FIFNX vs. FDGRX — Risk / Return Rank
FIFNX
FDGRX
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIFNX | FDGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.04 | -1.08 |
| Martin ratioReturn relative to average drawdown | 3.63 | 6.83 | -3.20 |
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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.
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Drawdown Indicators
| FIFNX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -71.62% | +39.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -12.60% | +0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -23.26% | -26.19% | +2.93% |
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 DrawdownCurrent decline from peak | -3.36% | -7.06% | +3.70% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -15.86% | +7.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.74% | -0.50% |
Volatility
FIFNX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Founders Fund (FIFNX) is 4.21%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.23%. 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.
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Volatility by Period
| FIFNX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 6.23% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 15.89% | -2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 20.62% | -4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.31% | 24.26% | -2.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.49% | 23.50% | -1.01% |
FIFNX vs. FDGRX - Expense Ratio Comparison
FIFNX has a 0.90% expense ratio, which is higher than FDGRX's 0.52% expense ratio.
Dividends
FIFNX vs. FDGRX - Dividend Comparison
FIFNX's dividend yield for the trailing twelve months is around 2.43%, while FDGRX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FIFNX Fidelity Founders Fund | 2.43% | 2.40% | 6.31% | 0.11% | 2.54% | 6.17% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FIFNX and FDGRX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDGRX has higher volatility (6.23%) compared to FIFNX (4.21%). In terms of maximum drawdown, FIFNX dropped -32.52% vs FDGRX's -71.62%.
FDGRX currently has the higher Sharpe Ratio (1.24 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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