FGDDX vs. POGSX

Last updated Jul 14, 2026

FGDDX (Fidelity Advisor Dividend Growth Fund Class A) and POGSX (Pin Oak Equity) are both Large Cap Blend Equities funds. A 0.75 correlation means they provide meaningful diversification when combined. FGDDX charges 1.16%/yr vs 0.91%/yr for POGSX.

Performance

FGDDX vs. POGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Dividend Growth Fund Class A (FGDDX) and Pin Oak Equity (POGSX). 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*: —

POGSX

• 1D: 0.21%
• 1M: 2.17%
• 6M: 16.30%
• YTD: 19.88%
• 1Y: 36.94%
• 3Y*: 27.26%
• 5Y*: 12.10%
• 10Y*: 14.07%

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

FGDDX vs. POGSX - Yearly Performance Comparison

	2026 (YTD)
FGDDX Fidelity Advisor Dividend Growth Fund Class A	14.72%
POGSX Pin Oak Equity	11.00%

Correlation

The correlation between FGDDX and POGSX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.75

Return for Risk

FGDDX vs. POGSX — 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.

POGSX

POGSX Risk / Return Rank: 92
POGSX Sharpe Ratio Rank: 88
POGSX Sortino Ratio Rank: 93
POGSX Omega Ratio Rank: 88
POGSX Calmar Ratio Rank: 95
POGSX Martin Ratio Rank: 94

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. POGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class A (FGDDX) and Pin Oak Equity (POGSX). 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	POGSX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.36	—
Sortino ratio: Return per unit of downside risk	—	3.98	—
Omega ratio: Gain probability vs. loss probability	—	1.50	—
Calmar ratio: Return relative to maximum drawdown	—	4.52	—
Martin ratio: Return relative to average drawdown	—	16.16	—

Drawdowns

FGDDX vs. POGSX - Drawdown Comparison

The maximum FGDDX drawdown since its inception was -5.73%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for FGDDX and POGSX.

Drawdown Indicators

	FGDDX	POGSX	Difference
Max Drawdown Largest peak-to-trough decline	-5.73%	-89.46%	+83.73%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.76%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-29.81%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.05%	—
Current Drawdown Current decline from peak	-1.41%	0.00%	-1.41%
Average Drawdown Average peak-to-trough decline	-1.30%	-36.61%	+35.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.24%	—

Volatility

Volatility by Period

	FGDDX	POGSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.84%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.90%	15.38%	+2.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.90%	17.80%	+0.10%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.90%	18.42%	-0.52%

FGDDX vs. POGSX - Expense Ratio Comparison

FGDDX has a 1.16% expense ratio, which is higher than POGSX's 0.91% expense ratio.

Dividends

FGDDX vs. POGSX - Dividend Comparison

FGDDX's dividend yield for the trailing twelve months is around 0.15%, less than POGSX's 15.85% 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%
POGSX Pin Oak Equity	15.85%	8.85%	17.87%	8.21%	0.15%	10.93%	4.60%	3.22%	2.94%	1.79%	2.03%	3.83%

Frequently Asked Questions

Can I hold both FGDDX and POGSX in my portfolio?

FGDDX and POGSX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.