FDGIX vs. SVAIX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
FDGIX is managed by Fidelity. It was launched on Dec 28, 1998. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGIX or SVAIX.
Key characteristics
| FDGIX | SVAIX | |
|---|---|---|
| YTD Return | 26.22% | 19.04% |
| 1Y Return | 38.57% | 28.61% |
| 3Y Return (Ann) | 9.77% | 7.41% |
| 5Y Return (Ann) | 11.89% | 5.67% |
| 10Y Return (Ann) | 10.06% | 3.97% |
| Sharpe Ratio | 2.67 | 2.51 |
| Sortino Ratio | 3.56 | 3.50 |
| Omega Ratio | 1.49 | 1.46 |
| Calmar Ratio | 3.84 | 1.62 |
| Martin Ratio | 17.24 | 13.51 |
| Ulcer Index | 2.19% | 2.06% |
| Daily Std Dev | 14.14% | 11.12% |
| Max Drawdown | -60.84% | -50.87% |
| Current Drawdown | -1.34% | -0.96% |
Correlation
The correlation between FDGIX and SVAIX is 0.76, 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. SVAIX - Performance Comparison
In the year-to-date period, FDGIX achieves a 26.22% return, which is significantly higher than SVAIX's 19.04% return. Over the past 10 years, FDGIX has outperformed SVAIX with an annualized return of 10.06%, while SVAIX has yielded a comparatively lower 3.97% 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. SVAIX - Expense Ratio Comparison
FDGIX has a 0.60% expense ratio, which is lower than SVAIX's 0.81% expense ratio.
Risk-Adjusted Performance
FDGIX vs. SVAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class I (FDGIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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. SVAIX - Dividend Comparison
FDGIX's dividend yield for the trailing twelve months is around 0.99%, less than SVAIX's 3.79% 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% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 3.79% | 4.31% | 4.16% | 3.72% | 4.31% | 3.97% | 4.35% | 3.74% | 3.11% | 3.60% | 5.47% | 3.41% |
Drawdowns
FDGIX vs. SVAIX - Drawdown Comparison
The maximum FDGIX drawdown since its inception was -60.84%, which is greater than SVAIX's maximum drawdown of -50.87%. Use the drawdown chart below to compare losses from any high point for FDGIX and SVAIX. For additional features, visit the drawdowns tool.
Volatility
FDGIX vs. SVAIX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class I (FDGIX) has a higher volatility of 3.54% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 2.97%. This indicates that FDGIX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.