FDGKX vs. FDGFX
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Fidelity Dividend Growth Fund (FDGFX).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. FDGFX is managed by Fidelity. It was launched on Apr 27, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGKX or FDGFX.
Correlation
The correlation between FDGKX and FDGFX 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
FDGKX vs. FDGFX - Performance Comparison
Key characteristics
FDGKX:
0.01
FDGFX:
0.43
FDGKX:
0.17
FDGFX:
0.73
FDGKX:
1.02
FDGFX:
1.10
FDGKX:
0.01
FDGFX:
0.44
FDGKX:
0.05
FDGFX:
1.64
FDGKX:
6.19%
FDGFX:
5.75%
FDGKX:
22.64%
FDGFX:
21.87%
FDGKX:
-55.23%
FDGFX:
-60.08%
FDGKX:
-12.62%
FDGFX:
-12.57%
Returns By Period
The year-to-date returns for both investments are quite close, with FDGKX having a -6.37% return and FDGFX slightly higher at -6.30%. Over the past 10 years, FDGKX has underperformed FDGFX with an annualized return of 2.92%, while FDGFX has yielded a comparatively higher 9.40% annualized return.
FDGKX
-6.37%
-5.10%
-7.65%
-1.17%
10.91%
2.92%
FDGFX
-6.30%
-5.03%
-5.61%
7.81%
17.02%
9.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDGKX vs. FDGFX - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is lower than FDGFX's 0.48% expense ratio.
Risk-Adjusted Performance
FDGKX vs. FDGFX — Risk-Adjusted Performance Rank
FDGKX
FDGFX
FDGKX vs. FDGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) and Fidelity Dividend Growth Fund (FDGFX). 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
FDGKX vs. FDGFX - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 0.96%, less than FDGFX's 10.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | 0.96% | 1.09% | 1.52% | 1.75% | 1.08% | 1.98% | 1.69% | 2.50% | 1.95% | 1.70% | 9.85% | 19.80% |
FDGFX Fidelity Dividend Growth Fund | 10.39% | 9.81% | 3.48% | 11.46% | 7.81% | 1.89% | 4.84% | 22.93% | 17.18% | 1.58% | 9.63% | 19.50% |
Drawdowns
FDGKX vs. FDGFX - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -55.23%, smaller than the maximum FDGFX drawdown of -60.08%. Use the drawdown chart below to compare losses from any high point for FDGKX and FDGFX. For additional features, visit the drawdowns tool.
Volatility
FDGKX vs. FDGFX - Volatility Comparison
Fidelity Dividend Growth Fund Class K (FDGKX) and Fidelity Dividend Growth Fund (FDGFX) have volatilities of 14.53% and 14.47%, 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.