FEQIX vs. FGRIX
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and Fidelity Growth & Income Portfolio (FGRIX).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEQIX or FGRIX.
Performance
FEQIX vs. FGRIX - Performance Comparison
Returns By Period
In the year-to-date period, FEQIX achieves a 20.09% return, which is significantly lower than FGRIX's 21.84% return. Over the past 10 years, FEQIX has underperformed FGRIX with an annualized return of 5.53%, while FGRIX has yielded a comparatively higher 9.86% annualized return.
FEQIX
20.09%
0.87%
10.38%
23.62%
7.31%
5.53%
FGRIX
21.84%
2.35%
8.88%
26.75%
11.59%
9.86%
Key characteristics
| FEQIX | FGRIX | |
|---|---|---|
| Sharpe Ratio | 2.42 | 2.43 |
| Sortino Ratio | 3.35 | 3.32 |
| Omega Ratio | 1.44 | 1.46 |
| Calmar Ratio | 2.49 | 3.87 |
| Martin Ratio | 17.07 | 15.55 |
| Ulcer Index | 1.41% | 1.75% |
| Daily Std Dev | 9.94% | 11.19% |
| Max Drawdown | -62.07% | -66.71% |
| Current Drawdown | -0.39% | -0.40% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FEQIX vs. FGRIX - Expense Ratio Comparison
Both FEQIX and FGRIX have an expense ratio of 0.57%.
Correlation
The correlation between FEQIX and FGRIX is 0.92, 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.
Risk-Adjusted Performance
FEQIX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) and Fidelity Growth & Income Portfolio (FGRIX). 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
FEQIX vs. FGRIX - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 1.54%, more than FGRIX's 1.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.54% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
FGRIX Fidelity Growth & Income Portfolio | 1.34% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 2.04% | 1.72% | 1.62% |
Drawdowns
FEQIX vs. FGRIX - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.07%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for FEQIX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FEQIX vs. FGRIX - Volatility Comparison
The current volatility for Fidelity Equity-Income Fund (FEQIX) is 3.18%, while Fidelity Growth & Income Portfolio (FGRIX) has a volatility of 3.65%. This indicates that FEQIX experiences smaller price fluctuations and is considered to be less risky than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.