FDEQX vs. FXAIX
Compare and contrast key facts about Fidelity Disciplined Equity Fund (FDEQX) and Fidelity 500 Index Fund (FXAIX).
FDEQX is managed by Fidelity. It was launched on Dec 28, 1988. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEQX or FXAIX.
Correlation
The correlation between FDEQX and FXAIX is 0.96, 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
FDEQX vs. FXAIX - Performance Comparison
Key characteristics
FDEQX:
0.27
FXAIX:
0.60
FDEQX:
0.53
FXAIX:
0.95
FDEQX:
1.07
FXAIX:
1.14
FDEQX:
0.28
FXAIX:
0.62
FDEQX:
0.95
FXAIX:
2.51
FDEQX:
6.56%
FXAIX:
4.63%
FDEQX:
22.81%
FXAIX:
19.53%
FDEQX:
-54.60%
FXAIX:
-33.79%
FDEQX:
-12.96%
FXAIX:
-9.31%
Returns By Period
In the year-to-date period, FDEQX achieves a -7.34% return, which is significantly lower than FXAIX's -5.10% return. Over the past 10 years, FDEQX has underperformed FXAIX with an annualized return of 10.80%, while FXAIX has yielded a comparatively higher 12.01% annualized return.
FDEQX
-7.34%
0.91%
-6.69%
4.68%
13.94%
10.80%
FXAIX
-5.10%
-0.30%
-4.06%
10.12%
15.62%
12.01%
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FDEQX vs. FXAIX - Expense Ratio Comparison
FDEQX has a 0.79% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FDEQX vs. FXAIX — Risk-Adjusted Performance Rank
FDEQX
FXAIX
FDEQX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disciplined Equity Fund (FDEQX) and Fidelity 500 Index Fund (FXAIX). 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
FDEQX vs. FXAIX - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 9.96%, more than FXAIX's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 9.96% | 9.23% | 4.55% | 2.89% | 1.43% | 0.02% | 0.54% | 15.29% | 4.06% | 1.46% | 7.45% | 8.86% |
FXAIX Fidelity 500 Index Fund | 1.34% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FDEQX vs. FXAIX - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -54.60%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDEQX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FDEQX vs. FXAIX - Volatility Comparison
Fidelity Disciplined Equity Fund (FDEQX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 14.96% and 14.27%, 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.