VISGX vs. FCPGX

In the year-to-date period, VISGX achieves a -5.55% return, which is significantly higher than FCPGX's -6.27% return. Over the past 10 years, VISGX has underperformed FCPGX with an annualized return of 7.59%, while FCPGX has yielded a comparatively higher 10.40% annualized return.

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VISGX has a 0.19% expense ratio, which is lower than FCPGX's 1.00% expense ratio.

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.

The current VISGX Sharpe Ratio is 0.26, which is higher than the FCPGX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of VISGX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VISGX's dividend yield for the trailing twelve months is around 0.44%, less than FCPGX's 1.46% yield.

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.

Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 6.27% compared to Fidelity Small Cap Growth Fund (FCPGX) at 5.80%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.