FDGKX vs. MWTIX
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Metropolitan West Total Return Bond Fund Class I (MWTIX).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. MWTIX is managed by Metropolitan West Funds.
Performance
FDGKX vs. MWTIX - Performance Comparison
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FDGKX vs. MWTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | -3.13% | 19.47% | 24.72% | 18.00% | -11.54% | 28.10% | 2.31% | 28.84% | -7.09% | 18.03% |
MWTIX Metropolitan West Total Return Bond Fund Class I | -0.48% | 7.51% | 0.77% | 6.02% | -15.49% | -1.32% | 9.00% | 9.10% | 0.36% | 3.43% |
Returns By Period
In the year-to-date period, FDGKX achieves a -3.13% return, which is significantly lower than MWTIX's -0.48% return. Over the past 10 years, FDGKX has outperformed MWTIX with an annualized return of 11.61%, while MWTIX has yielded a comparatively lower 1.64% annualized return.
FDGKX
- 1D
- -0.60%
- 1M
- -9.10%
- YTD
- -3.13%
- 6M
- -0.76%
- 1Y
- 22.17%
- 3Y*
- 18.65%
- 5Y*
- 12.17%
- 10Y*
- 11.61%
MWTIX
- 1D
- 0.55%
- 1M
- -2.47%
- YTD
- -0.48%
- 6M
- 0.53%
- 1Y
- 3.79%
- 3Y*
- 3.48%
- 5Y*
- -0.32%
- 10Y*
- 1.64%
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FDGKX vs. MWTIX - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is lower than MWTIX's 0.45% expense ratio.
Return for Risk
FDGKX vs. MWTIX — Risk / Return Rank
FDGKX
MWTIX
FDGKX vs. MWTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) and Metropolitan West Total Return Bond Fund Class I (MWTIX). 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.
| FDGKX | MWTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.86 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.24 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.15 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.57 | -0.05 |
Martin ratioReturn relative to average drawdown | 6.81 | 4.16 | +2.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDGKX | MWTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.86 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | -0.05 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.31 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.92 | -0.47 |
Correlation
The correlation between FDGKX and MWTIX is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FDGKX vs. MWTIX - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 7.04%, more than MWTIX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | 7.04% | 6.82% | 7.46% | 3.57% | 11.59% | 7.90% | 1.98% | 4.95% | 23.08% | 15.37% | 1.70% | 8.50% |
MWTIX Metropolitan West Total Return Bond Fund Class I | 3.64% | 3.89% | 4.38% | 4.11% | 2.08% | 1.12% | 6.48% | 3.61% | 2.91% | 2.14% | 3.35% | 2.94% |
Drawdowns
FDGKX vs. MWTIX - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -53.34%, which is greater than MWTIX's maximum drawdown of -20.58%. Use the drawdown chart below to compare losses from any high point for FDGKX and MWTIX.
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Drawdown Indicators
| FDGKX | MWTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.34% | -20.58% | -32.76% |
Max Drawdown (1Y)Largest decline over 1 year | -12.20% | -3.05% | -9.15% |
Max Drawdown (5Y)Largest decline over 5 years | -21.35% | -20.51% | -0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -41.28% | -20.58% | -20.70% |
Current DrawdownCurrent decline from peak | -10.15% | -4.67% | -5.48% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -2.76% | -3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 1.15% | +1.67% |
Volatility
FDGKX vs. MWTIX - Volatility Comparison
Fidelity Dividend Growth Fund Class K (FDGKX) has a higher volatility of 5.29% compared to Metropolitan West Total Return Bond Fund Class I (MWTIX) at 1.80%. This indicates that FDGKX's price experiences larger fluctuations and is considered to be riskier than MWTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDGKX | MWTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 1.80% | +3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 2.91% | +7.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.16% | 4.89% | +14.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 6.61% | +9.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.20% | 5.30% | +13.90% |