FEQTX vs. FSPGX
Compare and contrast key facts about Fidelity Equity Dividend Income Fund (FEQTX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FEQTX is managed by Fidelity. It was launched on Aug 21, 1990. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEQTX or FSPGX.
Key characteristics
| FEQTX | FSPGX | |
|---|---|---|
| YTD Return | 14.31% | 24.95% |
| 1Y Return | 25.64% | 40.09% |
| 3Y Return (Ann) | 8.99% | 8.95% |
| 5Y Return (Ann) | 10.79% | 18.97% |
| Sharpe Ratio | 2.70 | 2.55 |
| Sortino Ratio | 3.91 | 3.26 |
| Omega Ratio | 1.49 | 1.46 |
| Calmar Ratio | 3.97 | 3.25 |
| Martin Ratio | 15.82 | 12.79 |
| Ulcer Index | 1.77% | 3.34% |
| Daily Std Dev | 10.37% | 16.71% |
| Max Drawdown | -60.57% | -32.66% |
| Current Drawdown | -3.08% | -2.51% |
Correlation
The correlation between FEQTX and FSPGX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FEQTX vs. FSPGX - Performance Comparison
In the year-to-date period, FEQTX achieves a 14.31% return, which is significantly lower than FSPGX's 24.95% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FEQTX vs. FSPGX - Expense Ratio Comparison
FEQTX has a 0.58% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FEQTX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity Dividend Income Fund (FEQTX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
FEQTX vs. FSPGX - Dividend Comparison
FEQTX's dividend yield for the trailing twelve months is around 4.80%, more than FSPGX's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQTX Fidelity Equity Dividend Income Fund | 4.80% | 5.22% | 7.65% | 11.52% | 2.43% | 8.39% | 14.31% | 10.14% | 6.12% | 2.74% | 2.53% | 1.89% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.44% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
FEQTX vs. FSPGX - Drawdown Comparison
The maximum FEQTX drawdown since its inception was -60.57%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FEQTX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FEQTX vs. FSPGX - Volatility Comparison
The current volatility for Fidelity Equity Dividend Income Fund (FEQTX) is 2.70%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 4.61%. This indicates that FEQTX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.