FGDDX vs. IGIAX

Last updated Jul 14, 2026

FGDDX (Fidelity Advisor Dividend Growth Fund Class A) and IGIAX (Integrity ESG Growth & Income Fund) are both Large Cap Blend Equities funds. Their correlation of 0.85 suggests significant overlap in exposure. FGDDX charges 1.16%/yr vs 1.24%/yr for IGIAX.

Performance

FGDDX vs. IGIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Dividend Growth Fund Class A (FGDDX) and Integrity ESG Growth & Income Fund (IGIAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FGDDX

• 1D: 0.49%
• 1M: 1.45%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IGIAX

• 1D: -0.14%
• 1M: 0.91%
• 6M: 22.04%
• YTD: 26.40%
• 1Y: 37.98%
• 3Y*: 24.04%
• 5Y*: 14.14%
• 10Y*: 15.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FGDDX vs. IGIAX - Yearly Performance Comparison

	2026 (YTD)
FGDDX Fidelity Advisor Dividend Growth Fund Class A	14.72%
IGIAX Integrity ESG Growth & Income Fund	25.42%

Correlation

The correlation between FGDDX and IGIAX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.85

Return for Risk

FGDDX vs. IGIAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGDDX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IGIAX

IGIAX Risk / Return Rank: 88
IGIAX Sharpe Ratio Rank: 86
IGIAX Sortino Ratio Rank: 82
IGIAX Omega Ratio Rank: 78
IGIAX Calmar Ratio Rank: 97
IGIAX Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FGDDX vs. IGIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class A (FGDDX) and Integrity ESG Growth & Income Fund (IGIAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FGDDX	IGIAX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.26	—
Sortino ratio: Return per unit of downside risk	—	3.08	—
Omega ratio: Gain probability vs. loss probability	—	1.39	—
Calmar ratio: Return relative to maximum drawdown	—	5.42	—
Martin ratio: Return relative to average drawdown	—	18.18	—

Drawdowns

FGDDX vs. IGIAX - Drawdown Comparison

The maximum FGDDX drawdown since its inception was -5.73%, smaller than the maximum IGIAX drawdown of -79.15%. Use the drawdown chart below to compare losses from any high point for FGDDX and IGIAX.

Drawdown Indicators

	FGDDX	IGIAX	Difference
Max Drawdown Largest peak-to-trough decline	-5.73%	-79.15%	+73.42%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.89%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.58%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-30.18%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-31.19%	—
Current Drawdown Current decline from peak	-1.41%	-2.45%	+1.04%
Average Drawdown Average peak-to-trough decline	-1.30%	-33.24%	+31.94%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.05%	—

Volatility

Volatility by Period

	FGDDX	IGIAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.79%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.74%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.90%	16.51%	+1.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.90%	18.37%	-0.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.90%	18.17%	-0.27%

FGDDX vs. IGIAX - Expense Ratio Comparison

FGDDX has a 1.16% expense ratio, which is lower than IGIAX's 1.24% expense ratio.

Dividends

FGDDX vs. IGIAX - Dividend Comparison

FGDDX's dividend yield for the trailing twelve months is around 0.15%, less than IGIAX's 2.87% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FGDDX Fidelity Advisor Dividend Growth Fund Class A	0.15%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IGIAX Integrity ESG Growth & Income Fund	2.87%	3.62%	0.00%	2.23%	1.41%	0.63%	0.62%	9.26%	6.63%	7.31%	2.30%	2.19%

Frequently Asked Questions

Can I hold both FGDDX and IGIAX in my portfolio?

FGDDX and IGIAX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.