FDGFX vs. FGRIX
Compare and contrast key facts about Fidelity Dividend Growth Fund (FDGFX) and Fidelity Growth & Income Portfolio (FGRIX).
FDGFX is managed by Fidelity. It was launched on Apr 27, 1993. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGFX or FGRIX.
Key characteristics
| FDGFX | FGRIX | |
|---|---|---|
| YTD Return | 24.46% | 20.74% |
| 1Y Return | 40.05% | 35.60% |
| 3Y Return (Ann) | 10.15% | 11.17% |
| 5Y Return (Ann) | 12.41% | 14.42% |
| 10Y Return (Ann) | 10.50% | 11.44% |
| Sharpe Ratio | 2.89 | 3.31 |
| Sortino Ratio | 3.81 | 4.55 |
| Omega Ratio | 1.53 | 1.63 |
| Calmar Ratio | 4.17 | 4.48 |
| Martin Ratio | 18.88 | 25.03 |
| Ulcer Index | 2.18% | 1.44% |
| Daily Std Dev | 14.29% | 10.89% |
| Max Drawdown | -60.08% | -66.71% |
| Current Drawdown | -2.90% | -2.63% |
Correlation
The correlation between FDGFX and FGRIX is 0.94, 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
FDGFX vs. FGRIX - Performance Comparison
In the year-to-date period, FDGFX achieves a 24.46% return, which is significantly higher than FGRIX's 20.74% return. Over the past 10 years, FDGFX has underperformed FGRIX with an annualized return of 10.50%, while FGRIX has yielded a comparatively higher 11.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDGFX vs. FGRIX - Expense Ratio Comparison
FDGFX has a 0.48% expense ratio, which is lower than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FDGFX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund (FDGFX) and Fidelity Growth & Income Portfolio (FGRIX). 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
FDGFX vs. FGRIX - Dividend Comparison
FDGFX's dividend yield for the trailing twelve months is around 8.18%, more than FGRIX's 5.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGFX Fidelity Dividend Growth Fund | 8.18% | 3.48% | 11.46% | 7.81% | 1.89% | 4.84% | 22.93% | 17.18% | 1.58% | 9.63% | 19.50% | 11.21% |
FGRIX Fidelity Growth & Income Portfolio | 5.83% | 3.93% | 3.43% | 6.02% | 3.61% | 2.85% | 3.39% | 1.52% | 1.80% | 2.04% | 1.72% | 1.62% |
Drawdowns
FDGFX vs. FGRIX - Drawdown Comparison
The maximum FDGFX drawdown since its inception was -60.08%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for FDGFX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FDGFX vs. FGRIX - Volatility Comparison
Fidelity Dividend Growth Fund (FDGFX) has a higher volatility of 3.30% compared to Fidelity Growth & Income Portfolio (FGRIX) at 2.72%. This indicates that FDGFX's price experiences larger fluctuations and is considered to be riskier than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.