Correlation
The correlation between VISGX and FECGX is 0.83, 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.
VISGX vs. FECGX
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Fidelity Small Cap Growth Index Fund (FECGX).
VISGX is managed by Vanguard. It was launched on May 21, 1998. FECGX is managed by Fidelity. It was launched on Jul 11, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISGX or FECGX.
Performance
VISGX vs. FECGX - Performance Comparison
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Key characteristics
VISGX:
0.27
FECGX:
0.16
VISGX:
0.46
FECGX:
0.50
VISGX:
1.06
FECGX:
1.06
VISGX:
0.18
FECGX:
0.17
VISGX:
0.54
FECGX:
0.57
VISGX:
9.17%
FECGX:
9.93%
VISGX:
24.95%
FECGX:
26.13%
VISGX:
-58.74%
FECGX:
-43.43%
VISGX:
-12.81%
FECGX:
-18.09%
Returns By Period
In the year-to-date period, VISGX achieves a -5.44% return, which is significantly lower than FECGX's -4.94% return.
VISGX
-5.44%
6.12%
-11.62%
6.58%
7.23%
6.85%
7.60%
FECGX
-4.94%
7.07%
-12.14%
5.70%
7.95%
6.60%
N/A
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VISGX vs. FECGX - Expense Ratio Comparison
VISGX has a 0.19% expense ratio, which is higher than FECGX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VISGX vs. FECGX — Risk-Adjusted Performance Rank
VISGX
FECGX
VISGX vs. FECGX - 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 Index Fund (FECGX). 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.
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Dividends
VISGX vs. FECGX - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.44%, less than FECGX's 1.32% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.44% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
FECGX Fidelity Small Cap Growth Index Fund | 1.32% | 1.25% | 0.81% | 0.80% | 3.43% | 1.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VISGX vs. FECGX - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, which is greater than FECGX's maximum drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for VISGX and FECGX.
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Volatility
VISGX vs. FECGX - Volatility Comparison
The current volatility for Vanguard Small Cap Growth Index Fund (VISGX) is 6.29%, while Fidelity Small Cap Growth Index Fund (FECGX) has a volatility of 6.65%. This indicates that VISGX experiences smaller price fluctuations and is considered to be less risky than FECGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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