VISGX vs. FCPGX
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Fidelity Small Cap Growth Fund (FCPGX).
VISGX is managed by Vanguard. It was launched on May 21, 1998. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISGX or FCPGX.
Correlation
The correlation between VISGX and FCPGX 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.
Performance
VISGX vs. FCPGX - Performance Comparison
Key characteristics
VISGX:
0.90
FCPGX:
0.81
VISGX:
1.33
FCPGX:
1.22
VISGX:
1.16
FCPGX:
1.15
VISGX:
0.76
FCPGX:
0.58
VISGX:
3.99
FCPGX:
3.80
VISGX:
4.07%
FCPGX:
4.16%
VISGX:
17.96%
FCPGX:
19.50%
VISGX:
-58.74%
FCPGX:
-59.11%
VISGX:
-4.12%
FCPGX:
-12.29%
Returns By Period
In the year-to-date period, VISGX achieves a 3.99% return, which is significantly lower than FCPGX's 4.21% return. Over the past 10 years, VISGX has outperformed FCPGX with an annualized return of 8.84%, while FCPGX has yielded a comparatively lower 6.60% annualized return.
VISGX
3.99%
0.40%
12.58%
19.09%
7.51%
8.84%
FCPGX
4.21%
1.01%
7.33%
18.64%
4.13%
6.60%
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VISGX vs. FCPGX - Expense Ratio Comparison
VISGX has a 0.19% expense ratio, which is lower than FCPGX's 1.00% expense ratio.
Risk-Adjusted Performance
VISGX vs. FCPGX — Risk-Adjusted Performance Rank
VISGX
FCPGX
VISGX vs. FCPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and Fidelity Small Cap Growth Fund (FCPGX). 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
VISGX vs. FCPGX - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.41%, less than FCPGX's 0.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.41% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
FCPGX Fidelity Small Cap Growth Fund | 0.91% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% |
Drawdowns
VISGX vs. FCPGX - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, roughly equal to the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for VISGX and FCPGX. For additional features, visit the drawdowns tool.
Volatility
VISGX vs. FCPGX - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) and Fidelity Small Cap Growth Fund (FCPGX) have volatilities of 4.64% and 4.88%, 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.