VSGAX vs. FDGKX
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) and Fidelity Dividend Growth Fund Class K (FDGKX).
VSGAX is managed by Vanguard. It was launched on Sep 27, 2011. FDGKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
VSGAX vs. FDGKX - Performance Comparison
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VSGAX vs. FDGKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 1.13% | 8.44% | 14.94% | 23.04% | -28.39% | 5.70% | 35.26% | 32.76% | -5.69% | 21.92% |
FDGKX Fidelity Dividend Growth Fund Class K | 0.54% | 19.47% | 24.72% | 18.00% | -11.54% | 28.10% | 2.31% | 28.84% | -7.09% | 18.03% |
Returns By Period
In the year-to-date period, VSGAX achieves a 1.13% return, which is significantly higher than FDGKX's 0.54% return. Over the past 10 years, VSGAX has underperformed FDGKX with an annualized return of 10.54%, while FDGKX has yielded a comparatively higher 12.03% annualized return.
VSGAX
- 1D
- 0.87%
- 1M
- -3.55%
- YTD
- 1.13%
- 6M
- 1.30%
- 1Y
- 19.19%
- 3Y*
- 12.75%
- 5Y*
- 2.34%
- 10Y*
- 10.54%
FDGKX
- 1D
- 0.61%
- 1M
- -4.00%
- YTD
- 0.54%
- 6M
- 2.66%
- 1Y
- 25.14%
- 3Y*
- 20.13%
- 5Y*
- 12.67%
- 10Y*
- 12.03%
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VSGAX vs. FDGKX - Expense Ratio Comparison
VSGAX has a 0.07% expense ratio, which is lower than FDGKX's 0.38% expense ratio.
Return for Risk
VSGAX vs. FDGKX — Risk / Return Rank
VSGAX
FDGKX
VSGAX vs. FDGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) and Fidelity Dividend Growth Fund Class K (FDGKX). 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.
| VSGAX | FDGKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.35 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.91 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.21 | -0.71 |
Martin ratioReturn relative to average drawdown | 5.96 | 9.61 | -3.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSGAX | FDGKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.35 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.77 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.63 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.46 | +0.07 |
Correlation
The correlation between VSGAX and FDGKX 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.
Dividends
VSGAX vs. FDGKX - Dividend Comparison
VSGAX's dividend yield for the trailing twelve months is around 0.52%, less than FDGKX's 6.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.52% | 0.54% | 0.54% | 0.67% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% |
FDGKX Fidelity Dividend Growth Fund Class K | 6.78% | 6.82% | 7.46% | 3.57% | 11.59% | 7.90% | 1.98% | 4.95% | 23.08% | 15.37% | 1.70% | 8.50% |
Drawdowns
VSGAX vs. FDGKX - Drawdown Comparison
The maximum VSGAX drawdown since its inception was -38.70%, smaller than the maximum FDGKX drawdown of -53.34%. Use the drawdown chart below to compare losses from any high point for VSGAX and FDGKX.
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Drawdown Indicators
| VSGAX | FDGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.70% | -53.34% | +14.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -10.15% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -38.36% | -21.35% | -17.01% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -41.28% | +2.58% |
Current DrawdownCurrent decline from peak | -6.72% | -6.75% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -8.63% | -6.59% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 2.80% | +0.85% |
Volatility
VSGAX vs. FDGKX - Volatility Comparison
Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) has a higher volatility of 8.73% compared to Fidelity Dividend Growth Fund Class K (FDGKX) at 6.22%. This indicates that VSGAX's price experiences larger fluctuations and is considered to be riskier than FDGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSGAX | FDGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.73% | 6.22% | +2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 11.31% | +4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.53% | 19.38% | +5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.54% | 16.65% | +6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.94% | 19.22% | +3.72% |