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VIGIX vs. FGKFX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VIGIX and FGKFX is 0.89, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

VIGIX vs. FGKFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Growth Index Fund Institutional Shares (VIGIX) and Fidelity Growth Company K6 Fund (FGKFX). The values are adjusted to include any dividend payments, if applicable.

120.00%140.00%160.00%180.00%200.00%220.00%NovemberDecember2025FebruaryMarchApril
133.04%
157.40%
VIGIX
FGKFX

Key characteristics

Sharpe Ratio

VIGIX:

0.49

FGKFX:

0.24

Sortino Ratio

VIGIX:

0.85

FGKFX:

0.52

Omega Ratio

VIGIX:

1.12

FGKFX:

1.07

Calmar Ratio

VIGIX:

0.54

FGKFX:

0.24

Martin Ratio

VIGIX:

1.96

FGKFX:

0.81

Ulcer Index

VIGIX:

6.32%

FGKFX:

7.97%

Daily Std Dev

VIGIX:

25.19%

FGKFX:

27.31%

Max Drawdown

VIGIX:

-57.17%

FGKFX:

-41.65%

Current Drawdown

VIGIX:

-15.58%

FGKFX:

-20.80%

Returns By Period

In the year-to-date period, VIGIX achieves a -12.04% return, which is significantly higher than FGKFX's -15.75% return.


VIGIX

YTD

-12.04%

1M

-7.31%

6M

-6.85%

1Y

9.43%

5Y*

16.28%

10Y*

13.66%

FGKFX

YTD

-15.75%

1M

-9.85%

6M

-13.18%

1Y

3.02%

5Y*

16.90%

10Y*

N/A

*Annualized

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VIGIX vs. FGKFX - Expense Ratio Comparison

VIGIX has a 0.04% expense ratio, which is lower than FGKFX's 0.45% expense ratio.


Expense ratio chart for FGKFX: current value is 0.45%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FGKFX: 0.45%
Expense ratio chart for VIGIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIGIX: 0.04%

Risk-Adjusted Performance

VIGIX vs. FGKFX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIGIX
The Risk-Adjusted Performance Rank of VIGIX is 6565
Overall Rank
The Sharpe Ratio Rank of VIGIX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 6262
Martin Ratio Rank

FGKFX
The Risk-Adjusted Performance Rank of FGKFX is 4747
Overall Rank
The Sharpe Ratio Rank of FGKFX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of FGKFX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of FGKFX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of FGKFX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of FGKFX is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VIGIX vs. FGKFX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and Fidelity Growth Company K6 Fund (FGKFX). 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.


The chart of Sharpe ratio for VIGIX, currently valued at 0.49, compared to the broader market-1.000.001.002.003.00
VIGIX: 0.49
FGKFX: 0.24
The chart of Sortino ratio for VIGIX, currently valued at 0.85, compared to the broader market-2.000.002.004.006.008.00
VIGIX: 0.85
FGKFX: 0.52
The chart of Omega ratio for VIGIX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.00
VIGIX: 1.12
FGKFX: 1.07
The chart of Calmar ratio for VIGIX, currently valued at 0.54, compared to the broader market0.002.004.006.008.0010.00
VIGIX: 0.54
FGKFX: 0.24
The chart of Martin ratio for VIGIX, currently valued at 1.96, compared to the broader market0.0010.0020.0030.0040.0050.00
VIGIX: 1.96
FGKFX: 0.81

The current VIGIX Sharpe Ratio is 0.49, which is higher than the FGKFX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of VIGIX and FGKFX, 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.49
0.24
VIGIX
FGKFX

Dividends

VIGIX vs. FGKFX - Dividend Comparison

VIGIX's dividend yield for the trailing twelve months is around 0.54%, more than FGKFX's 0.05% yield.


TTM20242023202220212020201920182017201620152014
VIGIX
Vanguard Growth Index Fund Institutional Shares
0.54%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%
FGKFX
Fidelity Growth Company K6 Fund
0.05%0.04%0.10%0.18%0.00%0.09%0.06%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VIGIX vs. FGKFX - Drawdown Comparison

The maximum VIGIX drawdown since its inception was -57.17%, which is greater than FGKFX's maximum drawdown of -41.65%. Use the drawdown chart below to compare losses from any high point for VIGIX and FGKFX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.58%
-20.80%
VIGIX
FGKFX

Volatility

VIGIX vs. FGKFX - Volatility Comparison

Vanguard Growth Index Fund Institutional Shares (VIGIX) and Fidelity Growth Company K6 Fund (FGKFX) have volatilities of 16.86% and 17.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.86%
17.07%
VIGIX
FGKFX