Correlation
The correlation between FDGIX and FZADX 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.
FDGIX vs. FZADX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Fidelity Advisor Dividend Growth Fund Class Z (FZADX).
FDGIX is managed by Fidelity. It was launched on Dec 28, 1998. FZADX is managed by Fidelity. It was launched on Aug 13, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGIX or FZADX.
Performance
FDGIX vs. FZADX - Performance Comparison
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Key characteristics
FDGIX:
0.49
FZADX:
0.49
FDGIX:
0.69
FZADX:
0.71
FDGIX:
1.10
FZADX:
1.10
FDGIX:
0.41
FZADX:
0.42
FDGIX:
1.42
FZADX:
1.45
FDGIX:
6.23%
FZADX:
6.22%
FDGIX:
21.93%
FZADX:
21.91%
FDGIX:
-61.25%
FZADX:
-41.31%
FDGIX:
-4.51%
FZADX:
-4.45%
Returns By Period
The year-to-date returns for both investments are quite close, with FDGIX having a 2.26% return and FZADX slightly higher at 2.34%. Both investments have delivered pretty close results over the past 10 years, with FDGIX having a 10.14% annualized return and FZADX not far ahead at 10.31%.
FDGIX
2.26%
8.13%
-0.38%
10.60%
14.00%
16.53%
10.14%
FZADX
2.34%
8.17%
-0.33%
10.75%
14.18%
16.70%
10.31%
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FDGIX vs. FZADX - Expense Ratio Comparison
FDGIX has a 0.60% expense ratio, which is higher than FZADX's 0.45% expense ratio.
Risk-Adjusted Performance
FDGIX vs. FZADX — Risk-Adjusted Performance Rank
FDGIX
FZADX
FDGIX vs. FZADX - 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 Dividend Growth Fund Class Z (FZADX). 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.
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Dividends
FDGIX vs. FZADX - Dividend Comparison
FDGIX's dividend yield for the trailing twelve months is around 8.40%, which matches FZADX's 8.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 8.40% | 8.74% | 3.07% | 9.21% | 5.36% | 1.55% | 4.59% | 17.80% | 16.05% | 1.36% | 7.66% | 11.53% |
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 8.32% | 8.69% | 3.13% | 9.32% | 5.40% | 1.67% | 4.65% | 17.71% | 16.01% | 1.47% | 7.77% | 10.36% |
Drawdowns
FDGIX vs. FZADX - Drawdown Comparison
The maximum FDGIX drawdown since its inception was -61.25%, which is greater than FZADX's maximum drawdown of -41.31%. Use the drawdown chart below to compare losses from any high point for FDGIX and FZADX.
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Volatility
FDGIX vs. FZADX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Fidelity Advisor Dividend Growth Fund Class Z (FZADX) have volatilities of 4.12% and 4.09%, 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.
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