PGWCX vs. FDSVX
Compare and contrast key facts about Virtus Focused Growth Fund (PGWCX) and Fidelity Growth Discovery Fund (FDSVX).
PGWCX is managed by Allianz Global Investors. It was launched on Feb 24, 1984. FDSVX is managed by Fidelity. It was launched on Mar 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGWCX or FDSVX.
Correlation
The correlation between PGWCX and FDSVX is 0.93, 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.
Performance
PGWCX vs. FDSVX - Performance Comparison
Key characteristics
PGWCX:
0.62
FDSVX:
0.37
PGWCX:
0.88
FDSVX:
0.58
PGWCX:
1.15
FDSVX:
1.08
PGWCX:
0.35
FDSVX:
0.42
PGWCX:
2.27
FDSVX:
0.98
PGWCX:
6.35%
FDSVX:
7.05%
PGWCX:
23.11%
FDSVX:
18.91%
PGWCX:
-69.89%
FDSVX:
-59.34%
PGWCX:
-30.25%
FDSVX:
-6.94%
Returns By Period
The year-to-date returns for both stocks are quite close, with PGWCX having a 4.14% return and FDSVX slightly lower at 3.99%. Over the past 10 years, PGWCX has underperformed FDSVX with an annualized return of 0.76%, while FDSVX has yielded a comparatively higher 10.09% annualized return.
PGWCX
4.14%
2.80%
-0.18%
14.77%
0.14%
0.76%
FDSVX
3.99%
1.52%
5.71%
7.24%
8.13%
10.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PGWCX vs. FDSVX - Expense Ratio Comparison
PGWCX has a 1.70% expense ratio, which is higher than FDSVX's 0.77% expense ratio.
Risk-Adjusted Performance
PGWCX vs. FDSVX — Risk-Adjusted Performance Rank
PGWCX
FDSVX
PGWCX vs. FDSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Focused Growth Fund (PGWCX) and Fidelity Growth Discovery Fund (FDSVX). 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
PGWCX vs. FDSVX - Dividend Comparison
Neither PGWCX nor FDSVX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGWCX Virtus Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
FDSVX Fidelity Growth Discovery Fund | 0.00% | 0.00% | 0.05% | 0.02% | 0.24% | 0.03% | 0.05% | 0.20% | 0.15% | 0.09% | 0.12% | 0.10% |
Drawdowns
PGWCX vs. FDSVX - Drawdown Comparison
The maximum PGWCX drawdown since its inception was -69.89%, which is greater than FDSVX's maximum drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for PGWCX and FDSVX. For additional features, visit the drawdowns tool.
Volatility
PGWCX vs. FDSVX - Volatility Comparison
Virtus Focused Growth Fund (PGWCX) has a higher volatility of 5.93% compared to Fidelity Growth Discovery Fund (FDSVX) at 5.29%. This indicates that PGWCX's price experiences larger fluctuations and is considered to be riskier than FDSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.