VFORX vs. FGCKX
Compare and contrast key facts about Vanguard Target Retirement 2040 Fund (VFORX) and Fidelity Growth Company K (FGCKX).
VFORX is managed by Vanguard. It was launched on Jun 7, 2006. FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008.
Performance
VFORX vs. FGCKX - Performance Comparison
Loading graphics...
VFORX vs. FGCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFORX Vanguard Target Retirement 2040 Fund | -3.32% | 18.77% | 12.90% | 18.56% | -17.00% | 14.55% | 15.48% | 23.86% | -7.32% | 18.45% |
FGCKX Fidelity Growth Company K | -6.85% | 18.67% | 37.30% | 47.35% | -33.82% | 22.62% | 67.61% | 38.50% | -4.07% | 36.89% |
Returns By Period
In the year-to-date period, VFORX achieves a -3.32% return, which is significantly higher than FGCKX's -6.85% return. Over the past 10 years, VFORX has underperformed FGCKX with an annualized return of 9.48%, while FGCKX has yielded a comparatively higher 19.90% annualized return.
VFORX
- 1D
- -0.14%
- 1M
- -7.37%
- YTD
- -3.32%
- 6M
- -0.71%
- 1Y
- 15.06%
- 3Y*
- 13.11%
- 5Y*
- 7.08%
- 10Y*
- 9.48%
FGCKX
- 1D
- -1.23%
- 1M
- -8.22%
- YTD
- -6.85%
- 6M
- -6.85%
- 1Y
- 26.45%
- 3Y*
- 24.22%
- 5Y*
- 12.12%
- 10Y*
- 19.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VFORX vs. FGCKX - Expense Ratio Comparison
VFORX has a 0.08% expense ratio, which is lower than FGCKX's 0.65% expense ratio.
Return for Risk
VFORX vs. FGCKX — Risk / Return Rank
VFORX
FGCKX
VFORX vs. FGCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2040 Fund (VFORX) and Fidelity Growth Company K (FGCKX). 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.
| VFORX | FGCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.07 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.59 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.49 | +0.06 |
Martin ratioReturn relative to average drawdown | 7.04 | 5.54 | +1.50 |
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
| VFORX | FGCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.07 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.51 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.86 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.65 | -0.18 |
Correlation
The correlation between VFORX and FGCKX 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.
Dividends
VFORX vs. FGCKX - Dividend Comparison
VFORX's dividend yield for the trailing twelve months is around 2.86%, while FGCKX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFORX Vanguard Target Retirement 2040 Fund | 2.86% | 2.77% | 2.86% | 2.38% | 2.60% | 20.68% | 2.06% | 2.28% | 2.58% | 0.04% | 2.40% | 2.99% |
FGCKX Fidelity Growth Company K | 0.00% | 0.00% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.73% | 6.20% | 3.96% |
Drawdowns
VFORX vs. FGCKX - Drawdown Comparison
The maximum VFORX drawdown since its inception was -51.63%, roughly equal to the maximum FGCKX drawdown of -51.01%. Use the drawdown chart below to compare losses from any high point for VFORX and FGCKX.
Loading graphics...
Drawdown Indicators
| VFORX | FGCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.63% | -51.01% | -0.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.88% | -13.09% | +4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -40.21% | +15.89% |
Max Drawdown (10Y)Largest decline over 10 years | -29.35% | -40.21% | +10.86% |
Current DrawdownCurrent decline from peak | -7.70% | -12.55% | +4.85% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -9.03% | +2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 3.88% | -1.92% |
Volatility
VFORX vs. FGCKX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2040 Fund (VFORX) is 4.11%, while Fidelity Growth Company K (FGCKX) has a volatility of 6.73%. This indicates that VFORX experiences smaller price fluctuations and is considered to be less risky than FGCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VFORX | FGCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 6.73% | -2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.24% | 14.66% | -7.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 24.33% | -11.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.35% | 23.99% | -11.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.64% | 23.34% | -9.70% |