FDGFX vs. ACIIX
Compare and contrast key facts about Fidelity Dividend Growth Fund (FDGFX) and American Century Equity Income Fund Class I (ACIIX).
FDGFX is managed by Fidelity. It was launched on Apr 27, 1993. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FDGFX vs. ACIIX - Performance Comparison
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FDGFX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGFX Fidelity Dividend Growth Fund | -3.17% | 22.48% | 27.58% | 17.86% | -11.61% | 27.96% | 2.20% | 28.75% | -7.23% | 18.05% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, FDGFX achieves a -3.17% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, FDGFX has outperformed ACIIX with an annualized return of 12.06%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
FDGFX
- 1D
- -0.63%
- 1M
- -9.11%
- YTD
- -3.17%
- 6M
- 1.77%
- 1Y
- 25.21%
- 3Y*
- 20.48%
- 5Y*
- 13.17%
- 10Y*
- 12.06%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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FDGFX vs. ACIIX - Expense Ratio Comparison
FDGFX has a 0.48% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
FDGFX vs. ACIIX — Risk / Return Rank
FDGFX
ACIIX
FDGFX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund (FDGFX) and American Century Equity Income Fund Class I (ACIIX). 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.
| FDGFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.93 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.35 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.11 | +0.77 |
Martin ratioReturn relative to average drawdown | 8.47 | 4.37 | +4.10 |
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
| FDGFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.93 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.70 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.53 | -0.03 |
Correlation
The correlation between FDGFX and ACIIX is 0.85, 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
FDGFX vs. ACIIX - Dividend Comparison
FDGFX's dividend yield for the trailing twelve months is around 9.66%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGFX Fidelity Dividend Growth Fund | 9.66% | 9.35% | 9.81% | 3.48% | 11.46% | 7.81% | 1.89% | 4.84% | 22.93% | 15.35% | 1.58% | 8.44% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
FDGFX vs. ACIIX - Drawdown Comparison
The maximum FDGFX drawdown since its inception was -60.77%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FDGFX and ACIIX.
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Drawdown Indicators
| FDGFX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.77% | -39.16% | -21.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -8.96% | -3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -21.37% | -13.49% | -7.88% |
Max Drawdown (10Y)Largest decline over 10 years | -41.29% | -32.76% | -8.53% |
Current DrawdownCurrent decline from peak | -10.16% | -5.73% | -4.43% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -5.26% | -2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.30% | +0.40% |
Volatility
FDGFX vs. ACIIX - Volatility Comparison
Fidelity Dividend Growth Fund (FDGFX) has a higher volatility of 5.29% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that FDGFX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDGFX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 2.76% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 6.05% | +4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.90% | 11.61% | +7.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.50% | 10.74% | +5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 13.37% | +5.77% |