VIGIX vs. FGKFX
Compare and contrast key facts about Vanguard Growth Index Fund Institutional Shares (VIGIX) and Fidelity Growth Company K6 Fund (FGKFX).
VIGIX is managed by Vanguard. It was launched on May 14, 1998. FGKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGIX or FGKFX.
Performance
VIGIX vs. FGKFX - Performance Comparison
Returns By Period
In the year-to-date period, VIGIX achieves a 30.43% return, which is significantly lower than FGKFX's 36.39% return.
VIGIX
30.43%
2.57%
15.03%
35.86%
19.10%
15.50%
FGKFX
36.39%
1.96%
14.85%
45.33%
23.04%
N/A
Key characteristics
| VIGIX | FGKFX | |
|---|---|---|
| Sharpe Ratio | 2.15 | 2.35 |
| Sortino Ratio | 2.78 | 3.04 |
| Omega Ratio | 1.40 | 1.42 |
| Calmar Ratio | 2.82 | 2.84 |
| Martin Ratio | 11.10 | 12.61 |
| Ulcer Index | 3.29% | 3.62% |
| Daily Std Dev | 17.01% | 19.39% |
| Max Drawdown | -57.17% | -41.65% |
| Current Drawdown | -1.20% | -1.67% |
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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.
Correlation
The correlation between VIGIX and FGKFX is 0.96, 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.
Risk-Adjusted Performance
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.
Dividends
VIGIX vs. FGKFX - Dividend Comparison
VIGIX's dividend yield for the trailing twelve months is around 0.49%, more than FGKFX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.49% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% | 1.20% |
FGKFX Fidelity Growth Company K6 Fund | 0.07% | 0.10% | 0.18% | 0.00% | 0.09% | 0.06% | 0.00% | 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.
Volatility
VIGIX vs. FGKFX - Volatility Comparison
The current volatility for Vanguard Growth Index Fund Institutional Shares (VIGIX) is 5.24%, while Fidelity Growth Company K6 Fund (FGKFX) has a volatility of 5.67%. This indicates that VIGIX experiences smaller price fluctuations and is considered to be less risky than FGKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.