FDTEX vs. VDEQX
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class M (FDTEX) and Vanguard Diversified Equity Fund (VDEQX).
FDTEX is managed by Fidelity. It was launched on Jul 12, 2005. VDEQX is managed by Vanguard. It was launched on Jun 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDTEX or VDEQX.
Correlation
The correlation between FDTEX and VDEQX is 0.96, 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
FDTEX vs. VDEQX - Performance Comparison
Key characteristics
FDTEX:
0.38
VDEQX:
1.22
FDTEX:
0.57
VDEQX:
1.65
FDTEX:
1.10
VDEQX:
1.23
FDTEX:
0.39
VDEQX:
0.88
FDTEX:
1.24
VDEQX:
6.11
FDTEX:
5.82%
VDEQX:
2.84%
FDTEX:
19.26%
VDEQX:
14.22%
FDTEX:
-63.19%
VDEQX:
-59.37%
FDTEX:
-11.94%
VDEQX:
-4.75%
Returns By Period
In the year-to-date period, FDTEX achieves a 4.50% return, which is significantly lower than VDEQX's 5.11% return. Over the past 10 years, FDTEX has underperformed VDEQX with an annualized return of 4.61%, while VDEQX has yielded a comparatively higher 5.72% annualized return.
FDTEX
4.50%
1.13%
-2.34%
7.49%
5.26%
4.61%
VDEQX
5.11%
2.53%
7.12%
17.13%
6.62%
5.72%
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FDTEX vs. VDEQX - Expense Ratio Comparison
FDTEX has a 1.13% expense ratio, which is higher than VDEQX's 0.35% expense ratio.
Risk-Adjusted Performance
FDTEX vs. VDEQX — Risk-Adjusted Performance Rank
FDTEX
VDEQX
FDTEX vs. VDEQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class M (FDTEX) and Vanguard Diversified Equity Fund (VDEQX). 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
FDTEX vs. VDEQX - Dividend Comparison
FDTEX has not paid dividends to shareholders, while VDEQX's dividend yield for the trailing twelve months is around 0.89%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTEX Fidelity Advisor Diversified Stock Fund Class M | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.11% | 0.00% | 0.69% | 1.00% | 0.99% | 10.36% |
VDEQX Vanguard Diversified Equity Fund | 0.89% | 0.93% | 0.92% | 0.71% | 0.60% | 0.75% | 0.97% | 1.24% | 1.02% | 1.38% | 1.21% | 1.06% |
Drawdowns
FDTEX vs. VDEQX - Drawdown Comparison
The maximum FDTEX drawdown since its inception was -63.19%, which is greater than VDEQX's maximum drawdown of -59.37%. Use the drawdown chart below to compare losses from any high point for FDTEX and VDEQX. For additional features, visit the drawdowns tool.
Volatility
FDTEX vs. VDEQX - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class M (FDTEX) has a higher volatility of 4.81% compared to Vanguard Diversified Equity Fund (VDEQX) at 3.14%. This indicates that FDTEX's price experiences larger fluctuations and is considered to be riskier than VDEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.