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FIFNX vs. FDGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

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.

-5.00%0.00%5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
16.57%
8.16%
FIFNX
FDGRX

Key characteristics

Sharpe Ratio

FIFNX:

1.88

FDGRX:

1.27

Sortino Ratio

FIFNX:

2.50

FDGRX:

1.68

Omega Ratio

FIFNX:

1.33

FDGRX:

1.24

Calmar Ratio

FIFNX:

3.06

FDGRX:

1.14

Martin Ratio

FIFNX:

10.19

FDGRX:

5.86

Ulcer Index

FIFNX:

3.28%

FDGRX:

4.64%

Daily Std Dev

FIFNX:

17.81%

FDGRX:

21.40%

Max Drawdown

FIFNX:

-34.82%

FDGRX:

-71.50%

Current Drawdown

FIFNX:

-2.71%

FDGRX:

-7.75%

Returns By Period

In the year-to-date period, FIFNX achieves a 5.90% return, which is significantly higher than FDGRX's 4.21% return.


FIFNX

YTD

5.90%

1M

3.64%

6M

16.57%

1Y

32.76%

5Y*

15.62%

10Y*

N/A

FDGRX

YTD

4.21%

1M

-6.43%

6M

8.16%

1Y

26.44%

5Y*

13.41%

10Y*

12.63%

*Annualized

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.


FIFNX
Fidelity Founders Fund
Expense ratio chart for FIFNX: current value at 0.90% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.90%
Expense ratio chart for FDGRX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%

Risk-Adjusted Performance

FIFNX vs. FDGRX — Risk-Adjusted Performance Rank

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

FIFNX
The Risk-Adjusted Performance Rank of FIFNX is 8484
Overall Rank
The Sharpe Ratio Rank of FIFNX is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of FIFNX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of FIFNX is 8181
Omega Ratio Rank
The Calmar Ratio Rank of FIFNX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FIFNX is 8585
Martin Ratio Rank

FDGRX
The Risk-Adjusted Performance Rank of FDGRX is 6161
Overall Rank
The Sharpe Ratio Rank of FDGRX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of FDGRX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of FDGRX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of FDGRX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of FDGRX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FIFNX, currently valued at 1.88, compared to the broader market-1.000.001.002.003.004.001.881.27
The chart of Sortino ratio for FIFNX, currently valued at 2.50, compared to the broader market0.005.0010.002.501.68
The chart of Omega ratio for FIFNX, currently valued at 1.33, compared to the broader market1.002.003.004.001.331.24
The chart of Calmar ratio for FIFNX, currently valued at 3.06, compared to the broader market0.005.0010.0015.0020.003.061.14
The chart of Martin ratio for FIFNX, currently valued at 10.19, compared to the broader market0.0020.0040.0060.0080.00100.0010.195.86
FIFNX
FDGRX

The current FIFNX Sharpe Ratio is 1.88, which is higher than the FDGRX Sharpe Ratio of 1.27. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.88
1.27
FIFNX
FDGRX

Dividends

FIFNX vs. FDGRX - Dividend Comparison

Neither FIFNX nor FDGRX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FIFNX
Fidelity Founders Fund
0.00%0.00%0.11%0.67%0.23%0.00%0.09%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%0.00%0.07%3.92%4.03%

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.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.71%
-7.75%
FIFNX
FDGRX

Volatility

FIFNX vs. FDGRX - Volatility Comparison

The current volatility for Fidelity Founders Fund (FIFNX) is 5.53%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 10.26%. 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.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
5.53%
10.26%
FIFNX
FDGRX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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