FBLEX vs. VDIGX
Compare and contrast key facts about Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Vanguard Dividend Growth Fund (VDIGX).
FBLEX is managed by Fidelity. It was launched on Dec 6, 2012. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Performance
FBLEX vs. VDIGX - Performance Comparison
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FBLEX vs. VDIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | -2.01% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
VDIGX Vanguard Dividend Growth Fund | -6.99% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, FBLEX achieves a -2.01% return, which is significantly higher than VDIGX's -6.99% return. Both investments have delivered pretty close results over the past 10 years, with FBLEX having a 11.11% annualized return and VDIGX not far ahead at 11.31%.
FBLEX
- 1D
- 0.00%
- 1M
- -6.70%
- YTD
- -2.01%
- 6M
- 2.97%
- 1Y
- 12.73%
- 3Y*
- 15.51%
- 5Y*
- 11.00%
- 10Y*
- 11.11%
VDIGX
- 1D
- 0.14%
- 1M
- -8.69%
- YTD
- -6.99%
- 6M
- -4.14%
- 1Y
- 0.66%
- 3Y*
- 10.48%
- 5Y*
- 8.98%
- 10Y*
- 11.31%
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FBLEX vs. VDIGX - Expense Ratio Comparison
FBLEX has a 0.01% expense ratio, which is lower than VDIGX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FBLEX vs. VDIGX — Risk / Return Rank
FBLEX
VDIGX
FBLEX vs. VDIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Vanguard Dividend Growth Fund (VDIGX). 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.
| FBLEX | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.12 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.29 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.04 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.30 | +0.76 |
Martin ratioReturn relative to average drawdown | 4.92 | 1.17 | +3.75 |
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
| FBLEX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.12 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.65 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.72 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.60 | +0.09 |
Correlation
The correlation between FBLEX and VDIGX is 0.88, 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
FBLEX vs. VDIGX - Dividend Comparison
FBLEX's dividend yield for the trailing twelve months is around 11.33%, less than VDIGX's 26.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 11.33% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
VDIGX Vanguard Dividend Growth Fund | 26.40% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
FBLEX vs. VDIGX - Drawdown Comparison
The maximum FBLEX drawdown since its inception was -39.73%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for FBLEX and VDIGX.
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Drawdown Indicators
| FBLEX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.73% | -45.23% | +5.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -9.57% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -16.18% | -2.82% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -32.98% | -6.75% |
Current DrawdownCurrent decline from peak | -6.89% | -8.96% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -6.67% | +2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.41% | +0.08% |
Volatility
FBLEX vs. VDIGX - Volatility Comparison
Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 3.48% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBLEX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | 3.40% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 7.39% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 14.39% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 13.82% | +0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 15.68% | +1.71% |