LSVQX vs. FDGRX
Compare and contrast key facts about LSV Small Cap Value Fund (LSVQX) and Fidelity Growth Company Fund (FDGRX).
LSVQX is managed by LSV. It was launched on Feb 28, 2013. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSVQX or FDGRX.
Correlation
The correlation between LSVQX and FDGRX is 0.61, 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
LSVQX vs. FDGRX - Performance Comparison
Key characteristics
LSVQX:
0.63
FDGRX:
0.94
LSVQX:
1.03
FDGRX:
1.30
LSVQX:
1.13
FDGRX:
1.18
LSVQX:
0.93
FDGRX:
0.96
LSVQX:
2.31
FDGRX:
3.86
LSVQX:
4.88%
FDGRX:
5.27%
LSVQX:
17.97%
FDGRX:
21.73%
LSVQX:
-57.17%
FDGRX:
-71.50%
LSVQX:
-8.44%
FDGRX:
-8.78%
Returns By Period
In the year-to-date period, LSVQX achieves a 1.94% return, which is significantly lower than FDGRX's 3.05% return. Over the past 10 years, LSVQX has underperformed FDGRX with an annualized return of 5.27%, while FDGRX has yielded a comparatively higher 12.00% annualized return.
LSVQX
1.94%
-0.63%
0.64%
8.46%
8.74%
5.27%
FDGRX
3.05%
1.71%
2.87%
19.49%
11.60%
12.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSVQX vs. FDGRX - Expense Ratio Comparison
LSVQX has a 0.83% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
LSVQX vs. FDGRX — Risk-Adjusted Performance Rank
LSVQX
FDGRX
LSVQX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LSV Small Cap Value Fund (LSVQX) 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
LSVQX vs. FDGRX - Dividend Comparison
LSVQX's dividend yield for the trailing twelve months is around 1.75%, while FDGRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVQX LSV Small Cap Value Fund | 1.75% | 1.78% | 1.73% | 2.02% | 1.45% | 1.83% | 2.05% | 1.33% | 1.16% | 1.19% | 1.71% | 0.90% |
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
LSVQX vs. FDGRX - Drawdown Comparison
The maximum LSVQX drawdown since its inception was -57.17%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for LSVQX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
LSVQX vs. FDGRX - Volatility Comparison
The current volatility for LSV Small Cap Value Fund (LSVQX) is 3.57%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.74%. This indicates that LSVQX 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.