FKEMX vs. FDGRX
Compare and contrast key facts about Fidelity Emerging Markets K (FKEMX) and Fidelity Growth Company Fund (FDGRX).
FKEMX is managed by Fidelity. It was launched on May 9, 2008. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKEMX or FDGRX.
Key characteristics
| FKEMX | FDGRX | |
|---|---|---|
| YTD Return | 11.41% | 36.84% |
| 1Y Return | 19.25% | 44.16% |
| 3Y Return (Ann) | -4.12% | 0.89% |
| 5Y Return (Ann) | 6.17% | 16.17% |
| 10Y Return (Ann) | 6.42% | 13.44% |
| Sharpe Ratio | 1.23 | 2.29 |
| Sortino Ratio | 1.83 | 2.96 |
| Omega Ratio | 1.22 | 1.41 |
| Calmar Ratio | 0.65 | 1.48 |
| Martin Ratio | 6.14 | 11.45 |
| Ulcer Index | 3.12% | 3.86% |
| Daily Std Dev | 15.54% | 19.28% |
| Max Drawdown | -69.07% | -71.50% |
| Current Drawdown | -15.99% | -0.07% |
Correlation
The correlation between FKEMX and FDGRX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FKEMX vs. FDGRX - Performance Comparison
In the year-to-date period, FKEMX achieves a 11.41% return, which is significantly lower than FDGRX's 36.84% return. Over the past 10 years, FKEMX has underperformed FDGRX with an annualized return of 6.42%, while FDGRX has yielded a comparatively higher 13.44% annualized 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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FKEMX vs. FDGRX - Expense Ratio Comparison
FKEMX has a 0.77% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FKEMX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Emerging Markets K (FKEMX) 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
FKEMX vs. FDGRX - Dividend Comparison
FKEMX's dividend yield for the trailing twelve months is around 1.11%, while FDGRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKEMX Fidelity Emerging Markets K | 1.11% | 1.24% | 0.89% | 1.23% | 0.27% | 1.85% | 0.99% | 0.61% | 0.84% | 0.70% | 1.67% | 0.16% |
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
FKEMX vs. FDGRX - Drawdown Comparison
The maximum FKEMX drawdown since its inception was -69.07%, roughly equal to the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FKEMX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FKEMX vs. FDGRX - Volatility Comparison
Fidelity Emerging Markets K (FKEMX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 4.98% and 5.21%, 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.