Correlation
The correlation between FDGKX and VDIGX is 0.91, 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.
FDGKX vs. VDIGX
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Dividend Growth Fund (VDIGX).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGKX or VDIGX.
Performance
FDGKX vs. VDIGX - Performance Comparison
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Key characteristics
FDGKX:
0.50
VDIGX:
0.54
FDGKX:
0.71
VDIGX:
0.82
FDGKX:
1.10
VDIGX:
1.11
FDGKX:
0.43
VDIGX:
0.50
FDGKX:
1.47
VDIGX:
1.68
FDGKX:
6.25%
VDIGX:
4.27%
FDGKX:
21.95%
VDIGX:
14.55%
FDGKX:
-55.62%
VDIGX:
-45.23%
FDGKX:
-4.51%
VDIGX:
-3.75%
Returns By Period
In the year-to-date period, FDGKX achieves a 2.32% return, which is significantly higher than VDIGX's 2.12% return. Both investments have delivered pretty close results over the past 10 years, with FDGKX having a 10.41% annualized return and VDIGX not far ahead at 10.53%.
FDGKX
2.32%
7.17%
-0.18%
10.55%
14.45%
16.89%
10.41%
VDIGX
2.12%
4.04%
-2.60%
6.56%
6.75%
11.24%
10.53%
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FDGKX vs. VDIGX - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
FDGKX vs. VDIGX — Risk-Adjusted Performance Rank
FDGKX
VDIGX
FDGKX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Dividend Growth Fund (VDIGX). 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
FDGKX vs. VDIGX - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 9.56%, less than VDIGX's 13.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | 9.56% | 9.87% | 3.57% | 11.59% | 7.90% | 1.98% | 4.95% | 23.08% | 17.32% | 1.70% | 9.46% | 18.13% |
VDIGX Vanguard Dividend Growth Fund | 13.33% | 11.96% | 2.29% | 6.05% | 5.45% | 2.82% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% |
Drawdowns
FDGKX vs. VDIGX - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -55.62%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for FDGKX and VDIGX.
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Volatility
FDGKX vs. VDIGX - Volatility Comparison
Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 4.14% and 4.22%, 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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