FEIKX vs. RIDAX
Compare and contrast key facts about Fidelity Equity-Income Fund Class K (FEIKX) and The Income Fund of America Class R-1 (RIDAX).
FEIKX is managed by Fidelity. It was launched on May 9, 2008. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
FEIKX vs. RIDAX - Performance Comparison
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FEIKX vs. RIDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 1.33% | 19.05% | 15.42% | 10.72% | -5.02% | 24.61% | 6.86% | 28.02% | -8.38% | 12.88% |
RIDAX The Income Fund of America Class R-1 | 1.29% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FEIKX having a 1.33% return and RIDAX slightly lower at 1.29%. Over the past 10 years, FEIKX has outperformed RIDAX with an annualized return of 11.51%, while RIDAX has yielded a comparatively lower 7.35% annualized return.
FEIKX
- 1D
- 0.02%
- 1M
- -6.45%
- YTD
- 1.33%
- 6M
- 5.40%
- 1Y
- 16.81%
- 3Y*
- 15.29%
- 5Y*
- 10.82%
- 10Y*
- 11.51%
RIDAX
- 1D
- 0.23%
- 1M
- -5.77%
- YTD
- 1.29%
- 6M
- 3.84%
- 1Y
- 13.29%
- 3Y*
- 10.98%
- 5Y*
- 7.05%
- 10Y*
- 7.35%
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FEIKX vs. RIDAX - Expense Ratio Comparison
FEIKX has a 0.49% expense ratio, which is lower than RIDAX's 1.36% expense ratio.
Return for Risk
FEIKX vs. RIDAX — Risk / Return Rank
FEIKX
RIDAX
FEIKX vs. RIDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund Class K (FEIKX) and The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.46 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.01 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.30 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.58 | -0.10 |
Martin ratioReturn relative to average drawdown | 7.29 | 7.44 | -0.15 |
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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.46 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.75 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.69 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.67 | -0.25 |
Correlation
The correlation between FEIKX and RIDAX is 0.93, 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. RIDAX - Dividend Comparison
FEIKX's dividend yield for the trailing twelve months is around 4.99%, less than RIDAX's 9.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIKX Fidelity Equity-Income Fund Class K | 4.99% | 4.74% | 5.60% | 4.35% | 4.65% | 9.99% | 3.46% | 7.26% | 9.87% | 6.37% | 4.40% | 12.30% |
RIDAX The Income Fund of America Class R-1 | 9.14% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
FEIKX vs. RIDAX - Drawdown Comparison
The maximum FEIKX drawdown since its inception was -57.64%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for FEIKX and RIDAX.
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Drawdown Indicators
| FEIKX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.64% | -42.37% | -15.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -8.25% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -17.14% | -16.28% | -0.86% |
Max Drawdown (10Y)Largest decline over 10 years | -33.11% | -26.22% | -6.89% |
Current DrawdownCurrent decline from peak | -6.45% | -5.77% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -4.42% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 1.76% | +0.49% |
Volatility
FEIKX vs. RIDAX - Volatility Comparison
Fidelity Equity-Income Fund Class K (FEIKX) has a higher volatility of 3.33% compared to The Income Fund of America Class R-1 (RIDAX) at 2.91%. This indicates that FEIKX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEIKX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.91% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.07% | 5.47% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.33% | 9.48% | +4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 9.46% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 10.67% | +4.82% |