FDGFX vs. FXAIX
Compare and contrast key facts about Fidelity Dividend Growth Fund (FDGFX) and Fidelity 500 Index Fund (FXAIX).
FDGFX is managed by Fidelity. It was launched on Apr 27, 1993. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGFX or FXAIX.
Performance
FDGFX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FDGFX achieves a 21.99% return, which is significantly lower than FXAIX's 26.26% return. Over the past 10 years, FDGFX has underperformed FXAIX with an annualized return of 4.31%, while FXAIX has yielded a comparatively higher 13.07% annualized return.
FDGFX
21.99%
1.94%
3.83%
28.36%
7.14%
4.31%
FXAIX
26.26%
1.79%
13.68%
32.38%
15.71%
13.07%
Key characteristics
| FDGFX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 1.89 | 2.69 |
| Sortino Ratio | 2.46 | 3.59 |
| Omega Ratio | 1.36 | 1.50 |
| Calmar Ratio | 2.20 | 3.90 |
| Martin Ratio | 9.47 | 17.53 |
| Ulcer Index | 3.05% | 1.88% |
| Daily Std Dev | 15.30% | 12.24% |
| Max Drawdown | -60.08% | -33.79% |
| Current Drawdown | -1.80% | -0.81% |
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FDGFX vs. FXAIX - Expense Ratio Comparison
FDGFX has a 0.48% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between FDGFX and FXAIX 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. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund (FDGFX) 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
FDGFX vs. FXAIX - Dividend Comparison
FDGFX's dividend yield for the trailing twelve months is around 1.10%, less than FXAIX's 1.22% 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% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FDGFX vs. FXAIX - Drawdown Comparison
The maximum FDGFX drawdown since its inception was -60.08%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDGFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FDGFX vs. FXAIX - Volatility Comparison
Fidelity Dividend Growth Fund (FDGFX) has a higher volatility of 4.37% compared to Fidelity 500 Index Fund (FXAIX) at 3.95%. This indicates that FDGFX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.