DRDIX vs. FLCPX
Compare and contrast key facts about Dearborn Partners Rising Dividend Fund (DRDIX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX).
DRDIX is managed by Dearborn Partners. It was launched on Apr 10, 2013. FLCPX is managed by Fidelity. It was launched on Feb 2, 2016.
Performance
DRDIX vs. FLCPX - Performance Comparison
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DRDIX vs. FLCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | -2.56% | 2.36% | 18.69% | 13.77% | -11.52% | 24.46% | 10.50% | 30.30% | -0.65% | 15.02% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | -7.05% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% | 31.59% | -4.38% | 21.74% |
Returns By Period
In the year-to-date period, DRDIX achieves a -2.56% return, which is significantly higher than FLCPX's -7.05% return. Over the past 10 years, DRDIX has underperformed FLCPX with an annualized return of 9.82%, while FLCPX has yielded a comparatively higher 13.75% annualized return.
DRDIX
- 1D
- 0.62%
- 1M
- -6.14%
- YTD
- -2.56%
- 6M
- -5.93%
- 1Y
- -3.66%
- 3Y*
- 9.27%
- 5Y*
- 7.29%
- 10Y*
- 9.82%
FLCPX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.05%
- 6M
- -4.58%
- 1Y
- 14.45%
- 3Y*
- 17.20%
- 5Y*
- 11.42%
- 10Y*
- 13.75%
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DRDIX vs. FLCPX - Expense Ratio Comparison
DRDIX has a 0.95% expense ratio, which is higher than FLCPX's 0.02% expense ratio.
Return for Risk
DRDIX vs. FLCPX — Risk / Return Rank
DRDIX
FLCPX
DRDIX vs. FLCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dearborn Partners Rising Dividend Fund (DRDIX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). 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.
| DRDIX | FLCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 0.84 | -1.00 |
Sortino ratioReturn per unit of downside risk | -0.14 | 1.30 | -1.44 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.20 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.31 | 1.00 | -1.31 |
Martin ratioReturn relative to average drawdown | -0.98 | 4.86 | -5.84 |
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
| DRDIX | FLCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.84 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.67 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.76 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.82 | -0.19 |
Correlation
The correlation between DRDIX and FLCPX is 0.86, 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
DRDIX vs. FLCPX - Dividend Comparison
DRDIX's dividend yield for the trailing twelve months is around 3.72%, more than FLCPX's 0.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRDIX Dearborn Partners Rising Dividend Fund | 3.72% | 3.55% | 11.15% | 0.80% | 1.88% | 2.49% | 1.21% | 1.47% | 1.55% | 1.74% | 1.11% | 1.53% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.60% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% | 0.00% |
Drawdowns
DRDIX vs. FLCPX - Drawdown Comparison
The maximum DRDIX drawdown since its inception was -31.36%, smaller than the maximum FLCPX drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for DRDIX and FLCPX.
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Drawdown Indicators
| DRDIX | FLCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.36% | -33.87% | +2.51% |
Max Drawdown (1Y)Largest decline over 1 year | -10.82% | -12.14% | +1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -24.40% | +4.95% |
Max Drawdown (10Y)Largest decline over 10 years | -31.36% | -33.87% | +2.51% |
Current DrawdownCurrent decline from peak | -7.12% | -8.89% | +1.77% |
Average DrawdownAverage peak-to-trough decline | -3.55% | -4.24% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.56% | +0.87% |
Volatility
DRDIX vs. FLCPX - Volatility Comparison
The current volatility for Dearborn Partners Rising Dividend Fund (DRDIX) is 2.98%, while Fidelity SAI U.S. Large Cap Index Fund (FLCPX) has a volatility of 4.24%. This indicates that DRDIX experiences smaller price fluctuations and is considered to be less risky than FLCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRDIX | FLCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.98% | 4.24% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 6.76% | 9.09% | -2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.85% | 18.14% | -4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 17.03% | -2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.67% | 18.12% | -2.45% |