Correlation
The correlation between FDGTX and GQEPX is 0.83, 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.
FDGTX vs. GQEPX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class M (FDGTX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX).
FDGTX is managed by Fidelity. It was launched on Dec 28, 1998. GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGTX or GQEPX.
Performance
FDGTX vs. GQEPX - Performance Comparison
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Key characteristics
FDGTX:
0.44
GQEPX:
0.02
FDGTX:
0.70
GQEPX:
0.14
FDGTX:
1.10
GQEPX:
1.02
FDGTX:
0.42
GQEPX:
0.02
FDGTX:
1.43
GQEPX:
0.05
FDGTX:
6.28%
GQEPX:
7.75%
FDGTX:
21.99%
GQEPX:
16.81%
FDGTX:
-61.56%
GQEPX:
-28.45%
FDGTX:
-4.63%
GQEPX:
-14.51%
Returns By Period
In the year-to-date period, FDGTX achieves a 2.10% return, which is significantly higher than GQEPX's -4.37% return.
FDGTX
2.10%
8.01%
0.00%
9.65%
13.17%
15.98%
9.62%
GQEPX
-4.37%
-0.28%
-9.04%
0.40%
9.20%
14.78%
N/A
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FDGTX vs. GQEPX - Expense Ratio Comparison
FDGTX has a 1.07% expense ratio, which is higher than GQEPX's 0.59% expense ratio.
Risk-Adjusted Performance
FDGTX vs. GQEPX — Risk-Adjusted Performance Rank
FDGTX
GQEPX
FDGTX vs. GQEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class M (FDGTX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX). 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
FDGTX vs. GQEPX - Dividend Comparison
FDGTX's dividend yield for the trailing twelve months is around 8.85%, more than GQEPX's 5.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGTX Fidelity Advisor Dividend Growth Fund Class M | 8.85% | 9.08% | 2.90% | 9.05% | 5.33% | 1.21% | 4.46% | 18.39% | 16.44% | 0.96% | 7.49% | 11.55% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 5.55% | 5.31% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDGTX vs. GQEPX - Drawdown Comparison
The maximum FDGTX drawdown since its inception was -61.56%, which is greater than GQEPX's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for FDGTX and GQEPX.
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Volatility
FDGTX vs. GQEPX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class M (FDGTX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) have volatilities of 4.13% and 3.95%, 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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