FDGIX vs. FDFIX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Fidelity Flex 500 Index Fund (FDFIX).
FDGIX is managed by Fidelity. It was launched on Dec 28, 1998. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGIX or FDFIX.
Key characteristics
| FDGIX | FDFIX | |
|---|---|---|
| YTD Return | 26.22% | 25.74% |
| 1Y Return | 38.57% | 37.38% |
| 3Y Return (Ann) | 9.77% | 9.74% |
| 5Y Return (Ann) | 11.89% | 15.76% |
| Sharpe Ratio | 2.67 | 3.04 |
| Sortino Ratio | 3.56 | 4.06 |
| Omega Ratio | 1.49 | 1.57 |
| Calmar Ratio | 3.84 | 4.48 |
| Martin Ratio | 17.24 | 20.26 |
| Ulcer Index | 2.19% | 1.86% |
| Daily Std Dev | 14.14% | 12.41% |
| Max Drawdown | -60.84% | -33.77% |
| Current Drawdown | -1.34% | 0.00% |
Correlation
The correlation between FDGIX and FDFIX is 0.91, 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
FDGIX vs. FDFIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FDGIX having a 26.22% return and FDFIX slightly lower at 25.74%. 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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FDGIX vs. FDFIX - Expense Ratio Comparison
FDGIX has a 0.60% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
FDGIX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Fidelity Flex 500 Index Fund (FDFIX). 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
FDGIX vs. FDFIX - Dividend Comparison
FDGIX's dividend yield for the trailing twelve months is around 0.99%, less than FDFIX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 0.99% | 1.24% | 1.75% | 0.80% | 1.55% | 1.58% | 2.16% | 1.65% | 1.36% | 2.03% | 12.85% | 0.78% |
FDFIX Fidelity Flex 500 Index Fund | 1.24% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDGIX vs. FDFIX - Drawdown Comparison
The maximum FDGIX drawdown since its inception was -60.84%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for FDGIX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
FDGIX vs. FDFIX - Volatility Comparison
The current volatility for Fidelity Advisor Dividend Growth Fund Class I (FDGIX) is 3.54%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.91%. This indicates that FDGIX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.