FDGIX vs. FSIDX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX).
FDGIX is managed by Fidelity. It was launched on Dec 28, 1998. FSIDX is managed by Fidelity. It was launched on Dec 23, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGIX or FSIDX.
Key characteristics
| FDGIX | FSIDX | |
|---|---|---|
| YTD Return | 26.22% | 14.29% |
| 1Y Return | 38.57% | 20.29% |
| 3Y Return (Ann) | 9.77% | 1.02% |
| 5Y Return (Ann) | 11.89% | 5.23% |
| 10Y Return (Ann) | 10.06% | 5.01% |
| Sharpe Ratio | 2.67 | 2.32 |
| Sortino Ratio | 3.56 | 3.20 |
| Omega Ratio | 1.49 | 1.44 |
| Calmar Ratio | 3.84 | 1.25 |
| Martin Ratio | 17.24 | 13.26 |
| Ulcer Index | 2.19% | 1.51% |
| Daily Std Dev | 14.14% | 8.62% |
| Max Drawdown | -60.84% | -58.58% |
| Current Drawdown | -1.34% | -1.66% |
Correlation
The correlation between FDGIX and FSIDX is 0.89, 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. FSIDX - Performance Comparison
In the year-to-date period, FDGIX achieves a 26.22% return, which is significantly higher than FSIDX's 14.29% return. Over the past 10 years, FDGIX has outperformed FSIDX with an annualized return of 10.06%, while FSIDX has yielded a comparatively lower 5.01% 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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FDGIX vs. FSIDX - Expense Ratio Comparison
FDGIX has a 0.60% expense ratio, which is lower than FSIDX's 0.72% expense ratio.
Risk-Adjusted Performance
FDGIX vs. FSIDX - 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 Advisor Strategic Dividend & Income Fund Class I (FSIDX). 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. FSIDX - Dividend Comparison
FDGIX's dividend yield for the trailing twelve months is around 0.99%, less than FSIDX's 2.56% 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% |
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 2.56% | 2.80% | 2.63% | 2.20% | 2.64% | 2.16% | 3.34% | 2.72% | 2.77% | 4.39% | 9.15% | 3.90% |
Drawdowns
FDGIX vs. FSIDX - Drawdown Comparison
The maximum FDGIX drawdown since its inception was -60.84%, roughly equal to the maximum FSIDX drawdown of -58.58%. Use the drawdown chart below to compare losses from any high point for FDGIX and FSIDX. For additional features, visit the drawdowns tool.
Volatility
FDGIX vs. FSIDX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class I (FDGIX) has a higher volatility of 3.54% compared to Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) at 2.37%. This indicates that FDGIX's price experiences larger fluctuations and is considered to be riskier than FSIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.