TGVFX vs. FCGSX
Compare and contrast key facts about Touchstone Growth Opportunities Fund (TGVFX) and Fidelity Series Growth Company Fund (FCGSX).
TGVFX is managed by Touchstone. It was launched on Sep 29, 1995. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Performance
TGVFX vs. FCGSX - Performance Comparison
Loading graphics...
TGVFX vs. FCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGVFX Touchstone Growth Opportunities Fund | -12.56% | 17.61% | 32.50% | 42.73% | -28.62% | 22.55% | 33.12% | 72.37% | -4.05% | 28.05% |
FCGSX Fidelity Series Growth Company Fund | -6.64% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Returns By Period
In the year-to-date period, TGVFX achieves a -12.56% return, which is significantly lower than FCGSX's -6.64% return. Over the past 10 years, TGVFX has underperformed FCGSX with an annualized return of 17.35%, while FCGSX has yielded a comparatively higher 21.43% annualized return.
TGVFX
- 1D
- -0.82%
- 1M
- -8.59%
- YTD
- -12.56%
- 6M
- -11.30%
- 1Y
- 15.87%
- 3Y*
- 19.22%
- 5Y*
- 10.62%
- 10Y*
- 17.35%
FCGSX
- 1D
- -1.20%
- 1M
- -8.19%
- YTD
- -6.64%
- 6M
- -2.02%
- 1Y
- 33.82%
- 3Y*
- 27.05%
- 5Y*
- 14.28%
- 10Y*
- 21.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TGVFX vs. FCGSX - Expense Ratio Comparison
TGVFX has a 1.25% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Return for Risk
TGVFX vs. FCGSX — Risk / Return Rank
TGVFX
FCGSX
TGVFX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Growth Opportunities Fund (TGVFX) 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.
| TGVFX | FCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.40 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.02 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.29 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 2.25 | -1.47 |
Martin ratioReturn relative to average drawdown | 2.77 | 10.23 | -7.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TGVFX | FCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.40 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.61 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.93 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.87 | -0.40 |
Correlation
The correlation between TGVFX and FCGSX is 0.95, 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
TGVFX vs. FCGSX - Dividend Comparison
TGVFX's dividend yield for the trailing twelve months is around 22.00%, more than FCGSX's 11.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGVFX Touchstone Growth Opportunities Fund | 22.00% | 19.24% | 6.16% | 2.66% | 2.40% | 17.21% | 10.29% | 34.44% | 11.32% | 9.98% | 3.67% | 10.49% |
FCGSX Fidelity Series Growth Company Fund | 11.22% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Drawdowns
TGVFX vs. FCGSX - Drawdown Comparison
The maximum TGVFX drawdown since its inception was -69.41%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for TGVFX and FCGSX.
Loading graphics...
Drawdown Indicators
| TGVFX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.41% | -38.77% | -30.64% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -13.10% | -2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -40.77% | -38.77% | -2.00% |
Max Drawdown (10Y)Largest decline over 10 years | -40.77% | -38.77% | -2.00% |
Current DrawdownCurrent decline from peak | -16.01% | -10.42% | -5.59% |
Average DrawdownAverage peak-to-trough decline | -22.83% | -7.05% | -15.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 2.88% | +1.66% |
Volatility
TGVFX vs. FCGSX - Volatility Comparison
The current volatility for Touchstone Growth Opportunities Fund (TGVFX) is 5.27%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 6.66%. This indicates that TGVFX 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.
Loading graphics...
Volatility by Period
| TGVFX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 6.66% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.47% | 13.74% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 23.80% | -1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 23.62% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.47% | 23.15% | +0.32% |