VSGIX vs. FDGRX
Compare and contrast key facts about Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and Fidelity Growth Company Fund (FDGRX).
VSGIX is managed by Vanguard. It was launched on May 24, 2000. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGIX or FDGRX.
Correlation
The correlation between VSGIX 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
VSGIX vs. FDGRX - Performance Comparison
Key characteristics
VSGIX:
0.92
FDGRX:
0.87
VSGIX:
1.34
FDGRX:
1.22
VSGIX:
1.16
FDGRX:
1.17
VSGIX:
0.78
FDGRX:
0.89
VSGIX:
4.04
FDGRX:
3.53
VSGIX:
4.07%
FDGRX:
5.35%
VSGIX:
17.95%
FDGRX:
21.66%
VSGIX:
-58.66%
FDGRX:
-71.50%
VSGIX:
-5.12%
FDGRX:
-9.24%
Returns By Period
In the year-to-date period, VSGIX achieves a 2.89% return, which is significantly higher than FDGRX's 2.53% return. Over the past 10 years, VSGIX has underperformed FDGRX with an annualized return of 8.88%, while FDGRX has yielded a comparatively higher 11.93% annualized return.
VSGIX
2.89%
-2.42%
12.50%
18.98%
7.42%
8.88%
FDGRX
2.53%
0.07%
3.71%
21.54%
12.09%
11.93%
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VSGIX vs. FDGRX - Expense Ratio Comparison
VSGIX has a 0.06% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
VSGIX vs. FDGRX — Risk-Adjusted Performance Rank
VSGIX
FDGRX
VSGIX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) 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
VSGIX vs. FDGRX - Dividend Comparison
VSGIX's dividend yield for the trailing twelve months is around 0.53%, while FDGRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.53% | 0.55% | 0.69% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% | 1.02% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% |
Drawdowns
VSGIX vs. FDGRX - Drawdown Comparison
The maximum VSGIX drawdown since its inception was -58.66%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for VSGIX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
VSGIX vs. FDGRX - Volatility Comparison
The current volatility for Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) is 4.37%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.49%. This indicates that VSGIX 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.