FDGFX vs. FSKAX
Compare and contrast key facts about Fidelity Dividend Growth Fund (FDGFX) and Fidelity Total Market Index Fund (FSKAX).
FDGFX is managed by Fidelity. It was launched on Apr 27, 1993. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGFX or FSKAX.
Performance
FDGFX vs. FSKAX - Performance Comparison
Returns By Period
In the year-to-date period, FDGFX achieves a 21.99% return, which is significantly lower than FSKAX's 25.75% return. Over the past 10 years, FDGFX has underperformed FSKAX with an annualized return of 4.31%, while FSKAX has yielded a comparatively higher 12.39% annualized return.
FDGFX
21.99%
1.94%
3.83%
28.36%
7.14%
4.31%
FSKAX
25.75%
2.61%
14.31%
33.14%
15.09%
12.39%
Key characteristics
| FDGFX | FSKAX | |
|---|---|---|
| Sharpe Ratio | 1.89 | 2.67 |
| Sortino Ratio | 2.46 | 3.56 |
| Omega Ratio | 1.36 | 1.49 |
| Calmar Ratio | 2.20 | 3.92 |
| Martin Ratio | 9.47 | 17.06 |
| Ulcer Index | 3.05% | 1.98% |
| Daily Std Dev | 15.30% | 12.62% |
| Max Drawdown | -60.08% | -35.01% |
| Current Drawdown | -1.80% | -0.78% |
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FDGFX vs. FSKAX - Expense Ratio Comparison
FDGFX has a 0.48% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Correlation
The correlation between FDGFX and FSKAX is 0.93, 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.
Risk-Adjusted Performance
FDGFX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund (FDGFX) and Fidelity Total Market Index Fund (FSKAX). 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. FSKAX - Dividend Comparison
FDGFX's dividend yield for the trailing twelve months is around 1.10%, less than FSKAX's 1.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGFX Fidelity Dividend Growth Fund | 1.10% | 1.44% | 1.64% | 1.00% | 1.89% | 1.58% | 2.37% | 1.84% | 1.58% | 9.63% | 19.50% | 11.21% |
FSKAX Fidelity Total Market Index Fund | 1.15% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% | 1.54% |
Drawdowns
FDGFX vs. FSKAX - Drawdown Comparison
The maximum FDGFX drawdown since its inception was -60.08%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FDGFX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
FDGFX vs. FSKAX - Volatility Comparison
Fidelity Dividend Growth Fund (FDGFX) and Fidelity Total Market Index Fund (FSKAX) have volatilities of 4.37% and 4.18%, 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.