FOCSX vs. VISGX
Compare and contrast key facts about Fidelity Small Cap Growth K6 Fund (FOCSX) and Vanguard Small Cap Growth Index Fund (VISGX).
FOCSX is managed by Fidelity. It was launched on May 25, 2017. VISGX is managed by Vanguard. It was launched on May 21, 1998.
Performance
FOCSX vs. VISGX - Performance Comparison
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FOCSX vs. VISGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | -0.57% | 11.33% | 21.04% | 19.62% | -25.01% | 10.50% | 37.44% | 36.25% | -4.60% | 16.21% |
VISGX Vanguard Small Cap Growth Index Fund | 0.23% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 12.17% |
Returns By Period
In the year-to-date period, FOCSX achieves a -0.57% return, which is significantly lower than VISGX's 0.23% return.
FOCSX
- 1D
- 4.97%
- 1M
- -6.38%
- YTD
- -0.57%
- 6M
- 2.36%
- 1Y
- 24.30%
- 3Y*
- 14.35%
- 5Y*
- 4.50%
- 10Y*
- —
VISGX
- 1D
- 4.35%
- 1M
- -6.40%
- YTD
- 0.23%
- 6M
- 1.43%
- 1Y
- 20.03%
- 3Y*
- 12.25%
- 5Y*
- 2.02%
- 10Y*
- 10.31%
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FOCSX vs. VISGX - Expense Ratio Comparison
FOCSX has a 0.60% expense ratio, which is higher than VISGX's 0.19% expense ratio.
Return for Risk
FOCSX vs. VISGX — Risk / Return Rank
FOCSX
VISGX
FOCSX vs. VISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth K6 Fund (FOCSX) and Vanguard Small Cap Growth Index Fund (VISGX). 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.
| FOCSX | VISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.84 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.33 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.38 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.74 | 5.51 | +0.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOCSX | VISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.84 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.09 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.36 | +0.15 |
Correlation
The correlation between FOCSX and VISGX 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
FOCSX vs. VISGX - Dividend Comparison
FOCSX's dividend yield for the trailing twelve months is around 2.76%, more than VISGX's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | 2.76% | 2.74% | 2.26% | 0.23% | 0.05% | 31.03% | 2.78% | 0.00% | 2.47% | 0.09% | 0.00% | 0.00% |
VISGX Vanguard Small Cap Growth Index Fund | 0.40% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
Drawdowns
FOCSX vs. VISGX - Drawdown Comparison
The maximum FOCSX drawdown since its inception was -38.79%, smaller than the maximum VISGX drawdown of -58.74%. Use the drawdown chart below to compare losses from any high point for FOCSX and VISGX.
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Drawdown Indicators
| FOCSX | VISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -58.74% | +19.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -14.49% | +0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -38.79% | -38.41% | -0.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.70% | — |
Current DrawdownCurrent decline from peak | -8.65% | -7.54% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -11.67% | +0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.63% | +0.03% |
Volatility
FOCSX vs. VISGX - Volatility Comparison
Fidelity Small Cap Growth K6 Fund (FOCSX) has a higher volatility of 9.91% compared to Vanguard Small Cap Growth Index Fund (VISGX) at 8.86%. This indicates that FOCSX's price experiences larger fluctuations and is considered to be riskier than VISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOCSX | VISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.91% | 8.86% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 16.86% | 15.70% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.14% | 24.53% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 23.56% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.61% | 22.92% | +0.69% |