FEQTX vs. FDGFX

In the year-to-date period, FEQTX achieves a 0.90% return, which is significantly higher than FDGFX's 0.53% return. Over the past 10 years, FEQTX has underperformed FDGFX with an annualized return of 8.60%, while FDGFX has yielded a comparatively higher 10.11% annualized return.

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FEQTX has a 0.58% expense ratio, which is higher than FDGFX's 0.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity Dividend Income Fund (FEQTX) and Fidelity Dividend Growth Fund (FDGFX). 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.

The current FEQTX Sharpe Ratio is 0.50, which is comparable to the FDGFX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of FEQTX and FDGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FEQTX's dividend yield for the trailing twelve months is around 8.51%, less than FDGFX's 9.69% yield.

The maximum FEQTX drawdown since its inception was -60.72%, roughly equal to the maximum FDGFX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for FEQTX and FDGFX.

Fidelity Equity Dividend Income Fund (FEQTX) and Fidelity Dividend Growth Fund (FDGFX) have volatilities of 3.74% and 3.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.