EQPGX vs. PDRDX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Principal Diversified Real Asset Fund (PDRDX).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. PDRDX is managed by Principal. It was launched on Mar 15, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQPGX or PDRDX.
Correlation
The correlation between EQPGX and PDRDX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EQPGX vs. PDRDX - Performance Comparison
Key characteristics
EQPGX:
0.87
PDRDX:
0.46
EQPGX:
1.16
PDRDX:
0.67
EQPGX:
1.18
PDRDX:
1.09
EQPGX:
1.24
PDRDX:
0.21
EQPGX:
4.23
PDRDX:
1.65
EQPGX:
3.87%
PDRDX:
2.45%
EQPGX:
18.82%
PDRDX:
8.73%
EQPGX:
-61.96%
PDRDX:
-28.55%
EQPGX:
-13.13%
PDRDX:
-12.98%
Returns By Period
In the year-to-date period, EQPGX achieves a -0.21% return, which is significantly lower than PDRDX's 0.18% return. Over the past 10 years, EQPGX has outperformed PDRDX with an annualized return of 9.63%, while PDRDX has yielded a comparatively lower 2.09% annualized return.
EQPGX
-0.21%
-11.48%
-7.94%
16.10%
10.00%
9.63%
PDRDX
0.18%
-2.36%
-1.54%
3.49%
2.26%
2.09%
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EQPGX vs. PDRDX - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is lower than PDRDX's 0.83% expense ratio.
Risk-Adjusted Performance
EQPGX vs. PDRDX — Risk-Adjusted Performance Rank
EQPGX
PDRDX
EQPGX vs. PDRDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Principal Diversified Real Asset Fund (PDRDX). 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
EQPGX vs. PDRDX - Dividend Comparison
EQPGX has not paid dividends to shareholders, while PDRDX's dividend yield for the trailing twelve months is around 1.90%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.41% | 0.00% |
PDRDX Principal Diversified Real Asset Fund | 1.90% | 1.90% | 2.52% | 6.58% | 5.20% | 0.51% | 2.36% | 3.47% | 2.22% | 2.61% | 0.99% | 1.07% |
Drawdowns
EQPGX vs. PDRDX - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -61.96%, which is greater than PDRDX's maximum drawdown of -28.55%. Use the drawdown chart below to compare losses from any high point for EQPGX and PDRDX. For additional features, visit the drawdowns tool.
Volatility
EQPGX vs. PDRDX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 11.01% compared to Principal Diversified Real Asset Fund (PDRDX) at 3.08%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than PDRDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.