FLVCX vs. FDGRX

In the year-to-date period, FLVCX achieves a -4.92% return, which is significantly higher than FDGRX's -9.82% return. Over the past 10 years, FLVCX has underperformed FDGRX with an annualized return of -1.60%, while FDGRX has yielded a comparatively higher 10.48% annualized return.

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FLVCX has a 0.74% expense ratio, which is lower than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) 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.

The current FLVCX Sharpe Ratio is -0.27, which is lower than the FDGRX Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of FLVCX 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.

FLVCX's dividend yield for the trailing twelve months is around 0.87%, while FDGRX has not paid dividends to shareholders.

The maximum FLVCX drawdown since its inception was -69.99%, roughly equal to the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FLVCX and FDGRX. For additional features, visit the drawdowns tool.

Fidelity Leveraged Company Stock Fund (FLVCX) has a higher volatility of 9.29% compared to Fidelity Growth Company Fund (FDGRX) at 8.47%. This indicates that FLVCX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.