PRUFX vs. FDGRX
Compare and contrast key facts about T. Rowe Price Growth Stock I (PRUFX) and Fidelity Growth Company Fund (FDGRX).
PRUFX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500. It was launched on Apr 11, 1950. FDGRX is managed by Fidelity.
Performance
PRUFX vs. FDGRX - Performance Comparison
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PRUFX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRUFX T. Rowe Price Growth Stock I | -14.47% | 15.79% | 38.50% | 45.49% | -40.03% | 20.01% | 37.08% | 31.83% | -0.90% | 33.79% |
FDGRX Fidelity Growth Company Fund | -6.86% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Returns By Period
In the year-to-date period, PRUFX achieves a -14.47% return, which is significantly lower than FDGRX's -6.86% return. Over the past 10 years, PRUFX has underperformed FDGRX with an annualized return of 13.86%, while FDGRX has yielded a comparatively higher 19.82% annualized return.
PRUFX
- 1D
- -0.46%
- 1M
- -8.94%
- YTD
- -14.47%
- 6M
- -13.68%
- 1Y
- 9.42%
- 3Y*
- 19.76%
- 5Y*
- 6.96%
- 10Y*
- 13.86%
FDGRX
- 1D
- -1.22%
- 1M
- -8.22%
- YTD
- -6.86%
- 6M
- -6.92%
- 1Y
- 26.32%
- 3Y*
- 24.11%
- 5Y*
- 12.04%
- 10Y*
- 19.82%
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PRUFX vs. FDGRX - Expense Ratio Comparison
PRUFX has a 0.52% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Return for Risk
PRUFX vs. FDGRX — Risk / Return Rank
PRUFX
FDGRX
PRUFX vs. FDGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock I (PRUFX) 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.
| PRUFX | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 1.07 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.58 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.49 | -1.13 |
Martin ratioReturn relative to average drawdown | 1.21 | 5.49 | -4.28 |
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
| PRUFX | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.07 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.51 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.85 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.66 | -0.06 |
Correlation
The correlation between PRUFX and FDGRX is 0.94, 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
PRUFX vs. FDGRX - Dividend Comparison
PRUFX's dividend yield for the trailing twelve months is around 15.78%, while FDGRX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRUFX T. Rowe Price Growth Stock I | 15.78% | 13.50% | 13.20% | 3.33% | 3.54% | 9.50% | 3.64% | 2.52% | 9.26% | 13.72% | 2.38% | 0.00% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.16% | 3.92% |
Drawdowns
PRUFX vs. FDGRX - Drawdown Comparison
The maximum PRUFX drawdown since its inception was -46.35%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for PRUFX and FDGRX.
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Drawdown Indicators
| PRUFX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -71.62% | +25.27% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -13.07% | -4.90% |
Max Drawdown (5Y)Largest decline over 5 years | -46.35% | -40.25% | -6.10% |
Max Drawdown (10Y)Largest decline over 10 years | -46.35% | -40.25% | -6.10% |
Current DrawdownCurrent decline from peak | -17.97% | -12.60% | -5.37% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -15.97% | +6.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 3.89% | +1.35% |
Volatility
PRUFX vs. FDGRX - Volatility Comparison
The current volatility for T. Rowe Price Growth Stock I (PRUFX) is 5.45%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.72%. This indicates that PRUFX 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.
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Volatility by Period
| PRUFX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 6.72% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 14.66% | -2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 24.34% | -2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 23.90% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.02% | 23.29% | -1.27% |