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FDGKX vs. VIHAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDGKX vs. VIHAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). The values are adjusted to include any dividend payments, if applicable.

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FDGKX vs. VIHAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VIHAX
Vanguard International High Dividend Yield Index Fund Admiral Shares
3.08%38.01%6.96%16.81%-6.88%15.01%-0.73%20.03%-12.38%22.40%

Returns By Period

In the year-to-date period, FDGKX achieves a -3.13% return, which is significantly lower than VIHAX's 3.08% return. Over the past 10 years, FDGKX has outperformed VIHAX with an annualized return of 11.61%, while VIHAX has yielded a comparatively lower 10.16% 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%

VIHAX

1D
0.23%
1M
-8.45%
YTD
3.08%
6M
10.44%
1Y
30.03%
3Y*
19.39%
5Y*
12.05%
10Y*
10.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDGKX vs. VIHAX - Expense Ratio Comparison

FDGKX has a 0.38% expense ratio, which is higher than VIHAX's 0.22% expense ratio.


Return for Risk

FDGKX vs. VIHAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDGKX
FDGKX Risk / Return Rank: 6969
Overall Rank
FDGKX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FDGKX Sortino Ratio Rank: 6969
Sortino Ratio Rank
FDGKX Omega Ratio Rank: 7070
Omega Ratio Rank
FDGKX Calmar Ratio Rank: 6767
Calmar Ratio Rank
FDGKX Martin Ratio Rank: 7272
Martin Ratio Rank

VIHAX
VIHAX Risk / Return Rank: 9292
Overall Rank
VIHAX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
VIHAX Sortino Ratio Rank: 9191
Sortino Ratio Rank
VIHAX Omega Ratio Rank: 9191
Omega Ratio Rank
VIHAX Calmar Ratio Rank: 9191
Calmar Ratio Rank
VIHAX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDGKX vs. VIHAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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.


FDGKXVIHAXDifference

Sharpe ratio

Return per unit of total volatility

1.18

2.07

-0.90

Sortino ratio

Return per unit of downside risk

1.69

2.66

-0.97

Omega ratio

Gain probability vs. loss probability

1.26

1.42

-0.16

Calmar ratio

Return relative to maximum drawdown

1.51

2.61

-1.09

Martin ratio

Return relative to average drawdown

6.81

10.91

-4.11

FDGKX vs. VIHAX - Sharpe Ratio Comparison

The current FDGKX Sharpe Ratio is 1.18, which is lower than the VIHAX Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of FDGKX and VIHAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FDGKXVIHAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

2.07

-0.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.89

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.64

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.64

-0.19

Correlation

The correlation between FDGKX and VIHAX 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.


Dividends

FDGKX vs. VIHAX - Dividend Comparison

FDGKX's dividend yield for the trailing twelve months is around 7.04%, more than VIHAX's 3.71% yield.


TTM20252024202320222021202020192018201720162015
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%
VIHAX
Vanguard International High Dividend Yield Index Fund Admiral Shares
3.71%3.69%4.85%4.58%4.70%4.30%3.22%5.63%4.28%3.16%2.37%0.00%

Drawdowns

FDGKX vs. VIHAX - Drawdown Comparison

The maximum FDGKX drawdown since its inception was -53.34%, which is greater than VIHAX's maximum drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for FDGKX and VIHAX.


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Drawdown Indicators


FDGKXVIHAXDifference

Max Drawdown

Largest peak-to-trough decline

-53.34%

-38.80%

-14.54%

Max Drawdown (1Y)

Largest decline over 1 year

-12.20%

-10.66%

-1.54%

Max Drawdown (5Y)

Largest decline over 5 years

-21.35%

-23.92%

+2.57%

Max Drawdown (10Y)

Largest decline over 10 years

-41.28%

-38.80%

-2.48%

Current Drawdown

Current decline from peak

-10.15%

-8.73%

-1.42%

Average Drawdown

Average peak-to-trough decline

-6.59%

-6.09%

-0.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

2.57%

+0.25%

Volatility

FDGKX vs. VIHAX - Volatility Comparison

The current volatility for Fidelity Dividend Growth Fund Class K (FDGKX) is 5.29%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 5.68%. This indicates that FDGKX experiences smaller price fluctuations and is considered to be less risky than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDGKXVIHAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.29%

5.68%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

10.88%

8.82%

+2.06%

Volatility (1Y)

Calculated over the trailing 1-year period

19.16%

14.15%

+5.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.60%

13.65%

+2.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.20%

15.91%

+3.29%