FDGKX vs. VSGAX
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. VSGAX 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 VSGAX.
Correlation
The correlation between FDGKX and VSGAX is 0.82, 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. VSGAX - Performance Comparison
Key characteristics
FDGKX:
0.94
VSGAX:
0.91
FDGKX:
1.28
VSGAX:
1.34
FDGKX:
1.18
VSGAX:
1.16
FDGKX:
1.60
VSGAX:
0.78
FDGKX:
4.71
VSGAX:
4.04
FDGKX:
3.37%
VSGAX:
4.06%
FDGKX:
16.94%
VSGAX:
17.97%
FDGKX:
-55.23%
VSGAX:
-38.70%
FDGKX:
-2.49%
VSGAX:
-4.09%
Returns By Period
In the year-to-date period, FDGKX achieves a 4.48% return, which is significantly higher than VSGAX's 4.01% return. Over the past 10 years, FDGKX has underperformed VSGAX with an annualized return of 4.15%, while VSGAX has yielded a comparatively higher 8.97% annualized return.
FDGKX
4.48%
0.00%
0.72%
17.28%
7.06%
4.15%
VSGAX
4.01%
0.41%
12.65%
19.23%
7.64%
8.97%
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FDGKX vs. VSGAX - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is higher than VSGAX's 0.07% expense ratio.
Risk-Adjusted Performance
FDGKX vs. VSGAX — Risk-Adjusted Performance Rank
FDGKX
VSGAX
FDGKX vs. VSGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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. VSGAX - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 1.04%, more than VSGAX's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | 1.04% | 1.09% | 1.52% | 1.75% | 1.08% | 1.98% | 1.69% | 2.50% | 1.95% | 1.70% | 9.85% | 19.80% |
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares | 0.52% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.81% | 1.08% | 0.98% | 1.01% |
Drawdowns
FDGKX vs. VSGAX - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -55.23%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for FDGKX and VSGAX. For additional features, visit the drawdowns tool.
Volatility
FDGKX vs. VSGAX - Volatility Comparison
Fidelity Dividend Growth Fund Class K (FDGKX) has a higher volatility of 6.20% compared to Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) at 4.64%. This indicates that FDGKX's price experiences larger fluctuations and is considered to be riskier than VSGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.