FEQIX vs. CDDYX
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
FEQIX vs. CDDYX - Performance Comparison
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FEQIX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.32% | 18.96% | 15.34% | 10.62% | -5.10% | 24.49% | 6.77% | 27.90% | -8.46% | 12.80% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 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, FEQIX achieves a 1.32% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, FEQIX has underperformed CDDYX with an annualized return of 11.41%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
FEQIX
- 1D
- 0.04%
- 1M
- -6.45%
- YTD
- 1.32%
- 6M
- 5.37%
- 1Y
- 16.73%
- 3Y*
- 15.21%
- 5Y*
- 10.74%
- 10Y*
- 11.41%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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FEQIX vs. CDDYX - Expense Ratio Comparison
FEQIX has a 0.57% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
FEQIX vs. CDDYX — Risk / Return Rank
FEQIX
CDDYX
FEQIX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) 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.
| FEQIX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.20 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.70 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.26 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.47 | +0.01 |
Martin ratioReturn relative to average drawdown | 7.32 | 6.88 | +0.44 |
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
| FEQIX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.20 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.81 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.85 | -0.35 |
Correlation
The correlation between FEQIX 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
FEQIX vs. CDDYX - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 4.91%, less than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 4.91% | 4.67% | 5.51% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.29% | 4.28% | 12.17% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
FEQIX vs. CDDYX - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.38%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for FEQIX and CDDYX.
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Drawdown Indicators
| FEQIX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.38% | -32.74% | -29.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -10.17% | -0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -17.20% | -16.91% | -0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.12% | -32.74% | -0.38% |
Current DrawdownCurrent decline from peak | -6.45% | -5.46% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -2.79% | -5.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.18% | +0.07% |
Volatility
FEQIX vs. CDDYX - Volatility Comparison
Fidelity Equity-Income Fund (FEQIX) has a higher volatility of 3.33% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that FEQIX'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
| FEQIX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.92% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 6.83% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.30% | 13.61% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 13.29% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 15.68% | -0.19% |