FARMX vs. VGSLX
Compare and contrast key facts about Fidelity Agricultural Productivity Fund (FARMX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
FARMX is managed by Fidelity. It was launched on Apr 15, 2020. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FARMX or VGSLX.
Correlation
The correlation between FARMX and VGSLX is 0.60, 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
FARMX vs. VGSLX - Performance Comparison
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Key characteristics
FARMX:
0.24
VGSLX:
0.61
FARMX:
0.46
VGSLX:
0.93
FARMX:
1.06
VGSLX:
1.12
FARMX:
0.14
VGSLX:
0.45
FARMX:
0.78
VGSLX:
1.95
FARMX:
5.35%
VGSLX:
5.58%
FARMX:
18.42%
VGSLX:
17.98%
FARMX:
-30.27%
VGSLX:
-74.07%
FARMX:
-17.01%
VGSLX:
-13.17%
Returns By Period
In the year-to-date period, FARMX achieves a 10.43% return, which is significantly higher than VGSLX's 0.31% return.
FARMX
10.43%
9.79%
7.55%
4.36%
15.44%
N/A
VGSLX
0.31%
5.73%
-4.09%
10.85%
9.22%
5.02%
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FARMX vs. VGSLX - Expense Ratio Comparison
FARMX has a 0.99% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
FARMX vs. VGSLX — Risk-Adjusted Performance Rank
FARMX
VGSLX
FARMX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Agricultural Productivity Fund (FARMX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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.
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Dividends
FARMX vs. VGSLX - Dividend Comparison
FARMX's dividend yield for the trailing twelve months is around 2.08%, less than VGSLX's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARMX Fidelity Agricultural Productivity Fund | 2.08% | 2.29% | 1.33% | 1.17% | 0.48% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 4.11% | 3.85% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
FARMX vs. VGSLX - Drawdown Comparison
The maximum FARMX drawdown since its inception was -30.27%, smaller than the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for FARMX and VGSLX. For additional features, visit the drawdowns tool.
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Volatility
FARMX vs. VGSLX - Volatility Comparison
The current volatility for Fidelity Agricultural Productivity Fund (FARMX) is 3.89%, while Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a volatility of 4.47%. This indicates that FARMX experiences smaller price fluctuations and is considered to be less risky than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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