RYCKX vs. FCGSX
RYCKX (Rydex S&P MidCap 400 Pure Growth Fund) and FCGSX (Fidelity Series Growth Company Fund) are both mutual funds - RYCKX is a Mid Cap Growth Equities fund managed by Rydex Funds, while FCGSX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, RYCKX returned 8.52%/yr vs 24.90%/yr for FCGSX. Their correlation of 0.80 suggests significant overlap in exposure. RYCKX charges 2.26%/yr vs 0.00%/yr for FCGSX.
Performance
RYCKX vs. FCGSX - Performance Comparison
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Returns By Period
In the year-to-date period, RYCKX achieves a 21.00% return, which is significantly lower than FCGSX's 23.73% return. Over the past 10 years, RYCKX has underperformed FCGSX with an annualized return of 8.52%, while FCGSX has yielded a comparatively higher 24.90% annualized return.
RYCKX
- 1D
- 1.09%
- 1M
- 3.82%
- YTD
- 21.00%
- 6M
- 18.07%
- 1Y
- 31.61%
- 3Y*
- 17.08%
- 5Y*
- 6.44%
- 10Y*
- 8.52%
FCGSX
- 1D
- 1.81%
- 1M
- 2.62%
- YTD
- 23.73%
- 6M
- 22.92%
- 1Y
- 56.23%
- 3Y*
- 33.30%
- 5Y*
- 18.80%
- 10Y*
- 24.90%
RYCKX vs. FCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYCKX Rydex S&P MidCap 400 Pure Growth Fund | 21.00% | 6.61% | 15.10% | 13.97% | -23.05% | 11.26% | 29.72% | 14.60% | -15.17% | 18.02% |
FCGSX Fidelity Series Growth Company Fund | 23.73% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Correlation
The correlation between RYCKX and FCGSX is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2013 | 0.80 |
The correlation between RYCKX and FCGSX shifts across timeframes, from 0.68 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RYCKX vs. FCGSX — Risk / Return Rank
RYCKX
FCGSX
RYCKX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) and Fidelity Series Growth Company Fund (FCGSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RYCKX | FCGSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.49 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | 5.34 | -2.30 |
| Martin ratioReturn relative to average drawdown | 12.17 | 23.29 | -11.11 |
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Drawdowns
RYCKX vs. FCGSX - Drawdown Comparison
The maximum RYCKX drawdown since its inception was -52.60%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for RYCKX and FCGSX.
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Drawdown Indicators
| RYCKX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.60% | -38.77% | -13.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.50% | -10.42% | -0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -27.14% | -26.07% | -1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -35.98% | -38.77% | +2.79% |
Max Drawdown (10Y)Largest decline over 10 years | -44.75% | -38.77% | -5.98% |
Current DrawdownCurrent decline from peak | -0.34% | -0.62% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -9.50% | -6.95% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.38% | +0.24% |
Volatility
RYCKX vs. FCGSX - Volatility Comparison
The current volatility for Rydex S&P MidCap 400 Pure Growth Fund (RYCKX) is 6.58%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 7.55%. This indicates that RYCKX experiences smaller price fluctuations and is considered to be less risky than FCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYCKX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 7.55% | -0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 15.42% | 14.82% | +0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.00% | 18.83% | +0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.88% | 23.83% | -0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.11% | 23.33% | -0.22% |
RYCKX vs. FCGSX - Expense Ratio Comparison
RYCKX has a 2.26% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Dividends
RYCKX vs. FCGSX - Dividend Comparison
RYCKX has not paid dividends to shareholders, while FCGSX's dividend yield for the trailing twelve months is around 8.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 8.47% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
RYCKX Rydex S&P MidCap 400 Pure Growth Fund | 0.00% | 0.00% | 20.92% | 0.00% | 14.34% | 13.66% | 1.29% | 0.00% | 18.93% | 7.60% | 1.72% | 5.90% |
Frequently Asked Questions
RYCKX and FCGSX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FCGSX has higher volatility (7.55%) compared to RYCKX (6.58%). In terms of maximum drawdown, RYCKX dropped -52.60% vs FCGSX's -38.77%.
FCGSX currently has the higher Sharpe Ratio (2.95 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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