FFIDX vs. GXXIX
Compare and contrast key facts about Fidelity Fund (FFIDX) and abrdn U.S. Sustainable Leaders Fund (GXXIX).
FFIDX is managed by Fidelity. It was launched on Apr 30, 1930. GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000.
Performance
FFIDX vs. GXXIX - Performance Comparison
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Returns By Period
In the year-to-date period, FFIDX achieves a -5.53% return, which is significantly higher than GXXIX's -6.73% return. Over the past 10 years, FFIDX has outperformed GXXIX with an annualized return of 14.60%, while GXXIX has yielded a comparatively lower 13.51% annualized return.
FFIDX
- 1D
- 0.06%
- 1M
- -3.40%
- YTD
- -5.53%
- 6M
- -2.25%
- 1Y
- 36.60%
- 3Y*
- 19.74%
- 5Y*
- 12.12%
- 10Y*
- 14.60%
GXXIX
- 1D
- 0.23%
- 1M
- -3.66%
- YTD
- -6.73%
- 6M
- -7.18%
- 1Y
- 12.34%
- 3Y*
- 6.02%
- 5Y*
- 9.46%
- 10Y*
- 13.51%
FFIDX vs. GXXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | -5.53% | 20.04% | 27.13% | 30.93% | -25.88% | 33.22% | 26.43% | 33.46% | -5.31% | 23.28% |
GXXIX abrdn U.S. Sustainable Leaders Fund | -6.73% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
Correlation
The correlation between FFIDX and GXXIX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
FFIDX vs. GXXIX - Expense Ratio Comparison
FFIDX has a 0.45% expense ratio, which is lower than GXXIX's 0.97% expense ratio.
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Return for Risk
FFIDX vs. GXXIX — Risk / Return Rank
FFIDX
GXXIX
FFIDX vs. GXXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund (FFIDX) and abrdn U.S. Sustainable Leaders Fund (GXXIX). 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.
| FFIDX | GXXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.17 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.69 | 0.37 | +1.32 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.05 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.31 | +1.57 |
Martin ratioReturn relative to average drawdown | 7.46 | 1.12 | +6.34 |
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
| FFIDX | GXXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.17 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.34 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.57 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.61 | -0.14 |
Drawdowns
FFIDX vs. GXXIX - Drawdown Comparison
The maximum FFIDX drawdown since its inception was -55.35%, which is greater than GXXIX's maximum drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for FFIDX and GXXIX.
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Drawdown Indicators
| FFIDX | GXXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.35% | -33.65% | -21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -11.78% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -30.33% | -33.65% | +3.32% |
Max Drawdown (10Y)Largest decline over 10 years | -30.66% | -33.65% | +2.99% |
Current DrawdownCurrent decline from peak | -7.11% | -10.10% | +2.99% |
Average DrawdownAverage peak-to-trough decline | -11.89% | -6.20% | -5.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.23% | -0.21% |
Volatility
FFIDX vs. GXXIX - Volatility Comparison
Fidelity Fund (FFIDX) has a higher volatility of 5.67% compared to abrdn U.S. Sustainable Leaders Fund (GXXIX) at 5.18%. This indicates that FFIDX's price experiences larger fluctuations and is considered to be riskier than GXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFIDX | GXXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 5.18% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 9.26% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 16.73% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.22% | 27.76% | -8.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.40% | 23.71% | -4.31% |
Dividends
FFIDX vs. GXXIX - Dividend Comparison
FFIDX's dividend yield for the trailing twelve months is around 1.24%, less than GXXIX's 2.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | 1.24% | 1.18% | 0.00% | 2.41% | 0.67% | 4.60% | 2.71% | 5.41% | 7.40% | 11.12% | 7.01% | 5.48% |
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.46% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |