FDGKX vs. VMGMX
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. VMGMX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGKX or VMGMX.
Correlation
The correlation between FDGKX and VMGMX is 0.84, 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. VMGMX - Performance Comparison
Key characteristics
FDGKX:
0.82
VMGMX:
1.21
FDGKX:
1.14
VMGMX:
1.68
FDGKX:
1.16
VMGMX:
1.22
FDGKX:
1.41
VMGMX:
1.14
FDGKX:
4.14
VMGMX:
6.18
FDGKX:
3.39%
VMGMX:
2.99%
FDGKX:
17.08%
VMGMX:
15.26%
FDGKX:
-55.23%
VMGMX:
-37.17%
FDGKX:
-5.21%
VMGMX:
-5.35%
Returns By Period
In the year-to-date period, FDGKX achieves a 1.57% return, which is significantly lower than VMGMX's 3.15% return. Over the past 10 years, FDGKX has underperformed VMGMX with an annualized return of 3.81%, while VMGMX has yielded a comparatively higher 10.23% annualized return.
FDGKX
1.57%
-4.70%
-2.70%
11.29%
6.44%
3.81%
VMGMX
3.15%
-3.59%
10.69%
16.43%
10.02%
10.23%
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FDGKX vs. VMGMX - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is higher than VMGMX's 0.07% expense ratio.
Risk-Adjusted Performance
FDGKX vs. VMGMX — Risk-Adjusted Performance Rank
FDGKX
VMGMX
FDGKX vs. VMGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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. VMGMX - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 1.07%, more than VMGMX's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | 1.07% | 1.09% | 1.52% | 1.75% | 1.08% | 1.98% | 1.69% | 2.50% | 1.95% | 1.70% | 9.85% | 19.80% |
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.65% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% | 0.79% |
Drawdowns
FDGKX vs. VMGMX - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -55.23%, which is greater than VMGMX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for FDGKX and VMGMX. For additional features, visit the drawdowns tool.
Volatility
FDGKX vs. VMGMX - Volatility Comparison
Fidelity Dividend Growth Fund Class K (FDGKX) has a higher volatility of 6.36% compared to Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) at 4.82%. This indicates that FDGKX's price experiences larger fluctuations and is considered to be riskier than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.