RPMGX vs. FDGRX
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Fidelity Growth Company Fund (FDGRX).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPMGX or FDGRX.
Performance
RPMGX vs. FDGRX - Performance Comparison
Returns By Period
In the year-to-date period, RPMGX achieves a 9.47% return, which is significantly lower than FDGRX's 32.36% return. Over the past 10 years, RPMGX has underperformed FDGRX with an annualized return of 3.09%, while FDGRX has yielded a comparatively higher 13.04% annualized return.
RPMGX
9.47%
-1.03%
2.83%
14.13%
2.57%
3.09%
FDGRX
32.36%
0.40%
12.91%
36.29%
14.98%
13.04%
Key characteristics
RPMGX | FDGRX | |
---|---|---|
Sharpe Ratio | 0.97 | 1.89 |
Sortino Ratio | 1.35 | 2.49 |
Omega Ratio | 1.17 | 1.34 |
Calmar Ratio | 0.46 | 1.29 |
Martin Ratio | 4.52 | 9.44 |
Ulcer Index | 2.96% | 3.87% |
Daily Std Dev | 13.75% | 19.35% |
Max Drawdown | -58.69% | -71.50% |
Current Drawdown | -18.72% | -3.34% |
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RPMGX vs. FDGRX - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Correlation
The correlation between RPMGX and FDGRX is 0.88, 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.
Risk-Adjusted Performance
RPMGX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund (RPMGX) 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
RPMGX vs. FDGRX - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 0.06%, while FDGRX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price Mid-Cap Growth Fund | 0.06% | 0.06% | 0.00% | 0.00% | 0.00% | 0.21% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
Drawdowns
RPMGX vs. FDGRX - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -58.69%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for RPMGX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
RPMGX vs. FDGRX - Volatility Comparison
The current volatility for T. Rowe Price Mid-Cap Growth Fund (RPMGX) is 4.20%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 5.75%. This indicates that RPMGX 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.