VRTTX vs. FDGRX
Compare and contrast key facts about Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) and Fidelity Growth Company Fund (FDGRX).
VRTTX is managed by Vanguard. It was launched on Nov 1, 2010. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VRTTX or FDGRX.
Key characteristics
| VRTTX | FDGRX | |
|---|---|---|
| YTD Return | 17.95% | 24.28% |
| 1Y Return | 27.53% | 36.99% |
| 3Y Return (Ann) | 8.43% | 7.18% |
| 5Y Return (Ann) | 14.48% | 22.56% |
| 10Y Return (Ann) | 12.29% | 18.45% |
| Sharpe Ratio | 2.10 | 1.88 |
| Daily Std Dev | 13.10% | 19.43% |
| Max Drawdown | -34.96% | -71.50% |
| Current Drawdown | -0.37% | -5.64% |
Correlation
The correlation between VRTTX and FDGRX is 0.89, 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
VRTTX vs. FDGRX - Performance Comparison
In the year-to-date period, VRTTX achieves a 17.95% return, which is significantly lower than FDGRX's 24.28% return. Over the past 10 years, VRTTX has underperformed FDGRX with an annualized return of 12.29%, while FDGRX has yielded a comparatively higher 18.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VRTTX vs. FDGRX - Expense Ratio Comparison
VRTTX has a 0.08% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
VRTTX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) 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.
Dividends
VRTTX vs. FDGRX - Dividend Comparison
VRTTX's dividend yield for the trailing twelve months is around 1.25%, less than FDGRX's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares | 1.25% | 1.49% | 1.54% | 1.18% | 1.38% | 1.66% | 1.96% | 1.69% | 1.89% | 1.91% | 1.73% | 1.62% |
FDGRX Fidelity Growth Company Fund | 3.09% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 4.03% | 7.12% |
Drawdowns
VRTTX vs. FDGRX - Drawdown Comparison
The maximum VRTTX drawdown since its inception was -34.96%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for VRTTX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
VRTTX vs. FDGRX - Volatility Comparison
The current volatility for Vanguard Russell 3000 Index Fund Institutional Shares (VRTTX) is 4.19%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.55%. This indicates that VRTTX 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.