Correlation
The correlation between FDGKX and VIGAX is 0.94, 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. VIGAX
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGKX or VIGAX.
Performance
FDGKX vs. VIGAX - Performance Comparison
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Key characteristics
FDGKX:
0.50
VIGAX:
0.73
FDGKX:
0.71
VIGAX:
1.05
FDGKX:
1.10
VIGAX:
1.15
FDGKX:
0.43
VIGAX:
0.71
FDGKX:
1.47
VIGAX:
2.40
FDGKX:
6.25%
VIGAX:
6.79%
FDGKX:
21.95%
VIGAX:
25.59%
FDGKX:
-55.62%
VIGAX:
-50.66%
FDGKX:
-4.51%
VIGAX:
-3.17%
Returns By Period
In the year-to-date period, FDGKX achieves a 2.32% return, which is significantly higher than VIGAX's 0.89% return. Over the past 10 years, FDGKX has underperformed VIGAX with an annualized return of 10.41%, while VIGAX has yielded a comparatively higher 15.26% annualized return.
FDGKX
2.32%
8.18%
-0.18%
10.92%
14.45%
16.89%
10.41%
VIGAX
0.89%
9.07%
1.35%
18.52%
19.97%
17.14%
15.26%
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FDGKX vs. VIGAX - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
FDGKX vs. VIGAX — Risk-Adjusted Performance Rank
FDGKX
VIGAX
FDGKX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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. VIGAX - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 9.56%, more than VIGAX's 0.46% 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% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.46% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% |
Drawdowns
FDGKX vs. VIGAX - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -55.62%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for FDGKX and VIGAX.
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Volatility
FDGKX vs. VIGAX - Volatility Comparison
The current volatility for Fidelity Dividend Growth Fund Class K (FDGKX) is 4.14%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.77%. This indicates that FDGKX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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