FEIKX vs. CDDYX
Compare and contrast key facts about Fidelity Equity-Income Fund Class K (FEIKX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
FEIKX is managed by Fidelity. It was launched on May 9, 2008. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
FEIKX vs. CDDYX - Performance Comparison
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FEIKX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 3.11% | 19.05% | 15.42% | 10.72% | -5.02% | 24.61% | 6.86% | 28.02% | -8.38% | 12.88% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.44% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, FEIKX achieves a 3.11% return, which is significantly lower than CDDYX's 3.44% return. Over the past 10 years, FEIKX has underperformed CDDYX with an annualized return of 11.70%, while CDDYX has yielded a comparatively higher 12.33% annualized return.
FEIKX
- 1D
- -0.10%
- 1M
- -3.59%
- YTD
- 3.11%
- 6M
- 7.19%
- 1Y
- 18.16%
- 3Y*
- 15.96%
- 5Y*
- 11.00%
- 10Y*
- 11.70%
CDDYX
- 1D
- 0.16%
- 1M
- -2.85%
- YTD
- 3.44%
- 6M
- 6.49%
- 1Y
- 16.67%
- 3Y*
- 15.24%
- 5Y*
- 10.83%
- 10Y*
- 12.33%
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FEIKX vs. CDDYX - Expense Ratio Comparison
FEIKX has a 0.49% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
FEIKX vs. CDDYX — Risk / Return Rank
FEIKX
CDDYX
FEIKX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund Class K (FEIKX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| FEIKX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.26 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.79 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.28 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.66 | +0.14 |
Martin ratioReturn relative to average drawdown | 8.72 | 7.66 | +1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEIKX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.26 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.82 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.86 | -0.44 |
Correlation
The correlation between FEIKX and CDDYX is 0.95, 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
FEIKX vs. CDDYX - Dividend Comparison
FEIKX's dividend yield for the trailing twelve months is around 4.90%, less than CDDYX's 5.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 4.90% | 4.74% | 5.60% | 4.35% | 4.65% | 9.99% | 3.46% | 7.26% | 9.87% | 6.37% | 4.40% | 12.30% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.20% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
FEIKX vs. CDDYX - Drawdown Comparison
The maximum FEIKX drawdown since its inception was -57.64%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for FEIKX and CDDYX.
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Drawdown Indicators
| FEIKX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -32.74% | -24.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -7.04% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -16.91% | -0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -32.74% | -0.37% |
Current DrawdownCurrent decline from peak | -4.81% | -3.80% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -2.79% | -4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.21% | +0.07% |
Volatility
FEIKX vs. CDDYX - Volatility Comparison
Fidelity Equity-Income Fund Class K (FEIKX) has a higher volatility of 3.86% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.38%. This indicates that FEIKX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEIKX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 3.38% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 6.99% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 13.63% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.48% | 13.30% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 15.68% | -0.18% |