FDGIX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Fidelity 500 Index Fund (FXAIX).
FDGIX is managed by Fidelity. It was launched on Dec 28, 1998. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGIX or FXAIX.
Correlation
The correlation between FDGIX 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.
Performance
FDGIX vs. FXAIX - Performance Comparison
Key characteristics
FDGIX:
-0.17
FXAIX:
0.31
FDGIX:
-0.08
FXAIX:
0.57
FDGIX:
0.99
FXAIX:
1.08
FDGIX:
-0.15
FXAIX:
0.32
FDGIX:
-0.52
FXAIX:
1.43
FDGIX:
7.22%
FXAIX:
4.19%
FDGIX:
22.61%
FXAIX:
19.11%
FDGIX:
-60.84%
FXAIX:
-33.79%
FDGIX:
-19.44%
FXAIX:
-13.85%
Returns By Period
The year-to-date returns for both investments are quite close, with FDGIX having a -9.96% return and FXAIX slightly higher at -9.86%. Over the past 10 years, FDGIX has underperformed FXAIX with an annualized return of 2.70%, while FXAIX has yielded a comparatively higher 11.49% annualized return.
FDGIX
-9.96%
-7.47%
-16.88%
-2.86%
10.65%
2.70%
FXAIX
-9.86%
-6.86%
-9.36%
6.81%
14.71%
11.49%
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FDGIX vs. FXAIX - Expense Ratio Comparison
FDGIX has a 0.60% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FDGIX vs. FXAIX — Risk-Adjusted Performance Rank
FDGIX
FXAIX
FDGIX vs. FXAIX - 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 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
FDGIX vs. FXAIX - Dividend Comparison
FDGIX's dividend yield for the trailing twelve months is around 9.54%, more than FXAIX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 9.54% | 8.74% | 3.07% | 9.21% | 5.36% | 1.55% | 4.59% | 17.80% | 16.05% | 1.36% | 2.03% | 12.85% |
FXAIX Fidelity 500 Index Fund | 1.41% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FDGIX vs. FXAIX - Drawdown Comparison
The maximum FDGIX drawdown since its inception was -60.84%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDGIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FDGIX vs. FXAIX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 13.85% and 13.77%, 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.