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FNCMX vs. FCGSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FNCMX vs. FCGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity NASDAQ Composite Index Fund (FNCMX) and Fidelity Series Growth Company Fund (FCGSX). The values are adjusted to include any dividend payments, if applicable.

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FNCMX vs. FCGSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FNCMX
Fidelity NASDAQ Composite Index Fund
-10.43%21.11%29.48%45.13%-32.40%22.21%44.57%36.63%-3.07%28.35%
FCGSX
Fidelity Series Growth Company Fund
-6.64%25.52%38.00%45.97%-32.15%25.13%70.01%39.75%-4.03%37.69%

Returns By Period

In the year-to-date period, FNCMX achieves a -10.43% return, which is significantly lower than FCGSX's -6.64% return. Over the past 10 years, FNCMX has underperformed FCGSX with an annualized return of 16.42%, while FCGSX has yielded a comparatively higher 21.43% annualized return.


FNCMX

1D
-0.73%
1M
-8.22%
YTD
-10.43%
6M
-8.01%
1Y
20.91%
3Y*
20.31%
5Y*
10.35%
10Y*
16.42%

FCGSX

1D
-1.20%
1M
-8.19%
YTD
-6.64%
6M
-2.02%
1Y
33.82%
3Y*
27.05%
5Y*
14.28%
10Y*
21.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FNCMX vs. FCGSX - Expense Ratio Comparison

FNCMX has a 0.29% expense ratio, which is higher than FCGSX's 0.00% expense ratio.


Return for Risk

FNCMX vs. FCGSX — Risk / Return Rank

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

FNCMX
FNCMX Risk / Return Rank: 5353
Overall Rank
FNCMX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
FNCMX Sortino Ratio Rank: 5555
Sortino Ratio Rank
FNCMX Omega Ratio Rank: 5353
Omega Ratio Rank
FNCMX Calmar Ratio Rank: 5757
Calmar Ratio Rank
FNCMX Martin Ratio Rank: 5050
Martin Ratio Rank

FCGSX
FCGSX Risk / Return Rank: 8282
Overall Rank
FCGSX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FCGSX Sortino Ratio Rank: 8181
Sortino Ratio Rank
FCGSX Omega Ratio Rank: 7676
Omega Ratio Rank
FCGSX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FCGSX Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FNCMX vs. FCGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity NASDAQ Composite Index Fund (FNCMX) and Fidelity Series Growth Company Fund (FCGSX). 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.


FNCMXFCGSXDifference

Sharpe ratio

Return per unit of total volatility

0.91

1.40

-0.50

Sortino ratio

Return per unit of downside risk

1.44

2.02

-0.59

Omega ratio

Gain probability vs. loss probability

1.20

1.29

-0.08

Calmar ratio

Return relative to maximum drawdown

1.32

2.25

-0.93

Martin ratio

Return relative to average drawdown

4.92

10.23

-5.31

FNCMX vs. FCGSX - Sharpe Ratio Comparison

The current FNCMX Sharpe Ratio is 0.91, which is lower than the FCGSX Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of FNCMX and FCGSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FNCMXFCGSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.91

1.40

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.61

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.93

-0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.87

-0.34

Correlation

The correlation between FNCMX and FCGSX is 0.97, 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.


Dividends

FNCMX vs. FCGSX - Dividend Comparison

FNCMX's dividend yield for the trailing twelve months is around 0.57%, less than FCGSX's 11.22% yield.


TTM20252024202320222021202020192018201720162015
FNCMX
Fidelity NASDAQ Composite Index Fund
0.57%0.51%0.61%0.67%0.88%0.47%0.67%4.41%1.93%0.03%1.01%1.50%
FCGSX
Fidelity Series Growth Company Fund
11.22%10.48%12.49%3.13%0.61%38.65%31.99%11.06%13.21%10.51%2.44%0.25%

Drawdowns

FNCMX vs. FCGSX - Drawdown Comparison

The maximum FNCMX drawdown since its inception was -55.08%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for FNCMX and FCGSX.


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Drawdown Indicators


FNCMXFCGSXDifference

Max Drawdown

Largest peak-to-trough decline

-55.08%

-38.77%

-16.31%

Max Drawdown (1Y)

Largest decline over 1 year

-13.25%

-13.10%

-0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-35.64%

-38.77%

+3.13%

Max Drawdown (10Y)

Largest decline over 10 years

-35.64%

-38.77%

+3.13%

Current Drawdown

Current decline from peak

-13.01%

-10.42%

-2.59%

Average Drawdown

Average peak-to-trough decline

-7.91%

-7.05%

-0.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.56%

2.88%

+0.68%

Volatility

FNCMX vs. FCGSX - Volatility Comparison

The current volatility for Fidelity NASDAQ Composite Index Fund (FNCMX) is 5.63%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 6.66%. This indicates that FNCMX experiences smaller price fluctuations and is considered to be less risky than FCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FNCMXFCGSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.63%

6.66%

-1.03%

Volatility (6M)

Calculated over the trailing 6-month period

12.48%

13.74%

-1.26%

Volatility (1Y)

Calculated over the trailing 1-year period

23.06%

23.80%

-0.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.42%

23.62%

-1.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.97%

23.15%

-1.18%