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VEXPX vs. FDSVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VEXPX and FDSVX is 0.87, 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.


-0.50.00.51.00.9

Performance

VEXPX vs. FDSVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Explorer Fund Investor Shares (VEXPX) and Fidelity Growth Discovery Fund (FDSVX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
7.24%
-4.21%
VEXPX
FDSVX

Key characteristics

Sharpe Ratio

VEXPX:

0.76

FDSVX:

1.01

Sortino Ratio

VEXPX:

1.14

FDSVX:

1.35

Omega Ratio

VEXPX:

1.14

FDSVX:

1.20

Calmar Ratio

VEXPX:

0.40

FDSVX:

1.14

Martin Ratio

VEXPX:

4.19

FDSVX:

2.97

Ulcer Index

VEXPX:

3.00%

FDSVX:

6.26%

Daily Std Dev

VEXPX:

16.62%

FDSVX:

18.30%

Max Drawdown

VEXPX:

-61.17%

FDSVX:

-59.34%

Current Drawdown

VEXPX:

-21.40%

FDSVX:

-8.04%

Returns By Period

In the year-to-date period, VEXPX achieves a 10.28% return, which is significantly lower than FDSVX's 17.60% return. Over the past 10 years, VEXPX has underperformed FDSVX with an annualized return of 3.13%, while FDSVX has yielded a comparatively higher 10.35% annualized return.


VEXPX

YTD

10.28%

1M

-2.31%

6M

6.78%

1Y

11.08%

5Y*

3.44%

10Y*

3.13%

FDSVX

YTD

17.60%

1M

0.73%

6M

-5.04%

1Y

18.02%

5Y*

9.92%

10Y*

10.35%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VEXPX vs. FDSVX - Expense Ratio Comparison

VEXPX has a 0.40% expense ratio, which is lower than FDSVX's 0.77% expense ratio.


FDSVX
Fidelity Growth Discovery Fund
Expense ratio chart for FDSVX: current value at 0.77% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.77%
Expense ratio chart for VEXPX: current value at 0.40% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.40%

Risk-Adjusted Performance

VEXPX vs. FDSVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Investor Shares (VEXPX) 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.


Sharpe ratio
The chart of Sharpe ratio for VEXPX, currently valued at 0.76, compared to the broader market-1.000.001.002.003.004.000.761.01
The chart of Sortino ratio for VEXPX, currently valued at 1.14, compared to the broader market-2.000.002.004.006.008.0010.001.141.35
The chart of Omega ratio for VEXPX, currently valued at 1.14, compared to the broader market0.501.001.502.002.503.003.501.141.20
The chart of Calmar ratio for VEXPX, currently valued at 0.40, compared to the broader market0.005.0010.0015.000.401.14
The chart of Martin ratio for VEXPX, currently valued at 4.19, compared to the broader market0.0020.0040.0060.004.192.97
VEXPX
FDSVX

The current VEXPX Sharpe Ratio is 0.76, which is comparable to the FDSVX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of VEXPX and FDSVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
0.76
1.01
VEXPX
FDSVX

Dividends

VEXPX vs. FDSVX - Dividend Comparison

VEXPX has not paid dividends to shareholders, while FDSVX's dividend yield for the trailing twelve months is around 0.02%.


TTM20232022202120202019201820172016201520142013
VEXPX
Vanguard Explorer Fund Investor Shares
0.00%0.52%0.39%0.22%0.12%0.28%0.34%0.50%0.37%0.34%0.16%0.04%
FDSVX
Fidelity Growth Discovery Fund
0.02%0.05%0.02%0.24%0.03%0.05%0.20%0.15%0.09%0.12%0.10%0.24%

Drawdowns

VEXPX vs. FDSVX - Drawdown Comparison

The maximum VEXPX drawdown since its inception was -61.17%, roughly equal to the maximum FDSVX drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for VEXPX and FDSVX. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-21.40%
-8.04%
VEXPX
FDSVX

Volatility

VEXPX vs. FDSVX - Volatility Comparison

Vanguard Explorer Fund Investor Shares (VEXPX) has a higher volatility of 5.37% compared to Fidelity Growth Discovery Fund (FDSVX) at 4.14%. This indicates that VEXPX'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.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.37%
4.14%
VEXPX
FDSVX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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