FDEQX vs. VDIGX
Compare and contrast key facts about Fidelity Disciplined Equity Fund (FDEQX) and Vanguard Dividend Growth Fund (VDIGX).
FDEQX is managed by Fidelity. It was launched on Dec 28, 1988. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEQX or VDIGX.
Correlation
The correlation between FDEQX and VDIGX is 0.78, 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. VDIGX - Performance Comparison
Key characteristics
FDEQX:
0.59
VDIGX:
-0.12
FDEQX:
0.84
VDIGX:
-0.07
FDEQX:
1.13
VDIGX:
0.99
FDEQX:
0.89
VDIGX:
-0.11
FDEQX:
2.22
VDIGX:
-0.32
FDEQX:
4.86%
VDIGX:
5.14%
FDEQX:
18.42%
VDIGX:
13.07%
FDEQX:
-54.60%
VDIGX:
-46.89%
FDEQX:
-8.89%
VDIGX:
-11.21%
Returns By Period
In the year-to-date period, FDEQX achieves a 3.62% return, which is significantly higher than VDIGX's 2.62% return. Over the past 10 years, FDEQX has outperformed VDIGX with an annualized return of 8.52%, while VDIGX has yielded a comparatively lower 6.54% annualized return.
FDEQX
3.62%
-0.64%
0.22%
12.04%
10.49%
8.52%
VDIGX
2.62%
1.06%
-7.30%
-2.16%
5.05%
6.54%
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FDEQX vs. VDIGX - Expense Ratio Comparison
FDEQX has a 0.79% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
FDEQX vs. VDIGX — Risk-Adjusted Performance Rank
FDEQX
VDIGX
FDEQX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disciplined Equity Fund (FDEQX) 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.
Dividends
FDEQX vs. VDIGX - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 0.27%, less than VDIGX's 1.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 0.27% | 0.28% | 0.37% | 0.26% | 0.00% | 0.02% | 0.54% | 1.75% | 1.17% | 1.46% | 7.45% | 8.86% |
VDIGX Vanguard Dividend Growth Fund | 1.82% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
FDEQX vs. VDIGX - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -54.60%, which is greater than VDIGX's maximum drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for FDEQX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
FDEQX vs. VDIGX - Volatility Comparison
Fidelity Disciplined Equity Fund (FDEQX) has a higher volatility of 5.43% compared to Vanguard Dividend Growth Fund (VDIGX) at 3.01%. This indicates that FDEQX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.