VMGMX vs. FDGRX

In the year-to-date period, VMGMX achieves a 19.86% return, which is significantly lower than FDGRX's 34.27% return. Over the past 10 years, VMGMX has underperformed FDGRX with an annualized return of 10.74%, while FDGRX has yielded a comparatively higher 13.14% annualized return.

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VMGMX has a 0.07% expense ratio, which is lower than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) and Fidelity Growth Company Fund (FDGRX). 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 VMGMX Sharpe Ratio is 2.12, which is comparable to the FDGRX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of VMGMX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMGMX's dividend yield for the trailing twelve months is around 0.67%, while FDGRX has not paid dividends to shareholders.

The maximum VMGMX drawdown since its inception was -37.17%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for VMGMX and FDGRX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) is 4.78%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 5.86%. This indicates that VMGMX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.