FGDDX vs. YFSIX

Last updated Aug 1, 2026

FGDDX (Fidelity Advisor Dividend Growth Fund Class A) and YFSIX (AMG Yacktman Global Fund) are both mutual funds - FGDDX is a Large Cap Blend Equities fund actively managed by Fidelity, while YFSIX is a Global Equities fund managed by AMG. Their 0.64 correlation means they have sometimes moved together and sometimes differently. FGDDX charges 1.16%/yr vs 0.95%/yr for YFSIX.

Performance

FGDDX vs. YFSIX - Performance Comparison

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

Returns By Period

FGDDX

• 1D: 2.02%
• 1M: -0.06%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

YFSIX

• 1D: 3.06%
• 1M: 4.28%
• 6M: 14.11%
• YTD: 24.97%
• 1Y: 22.32%
• 3Y*: 15.02%
• 5Y*: 9.02%
• 10Y*: —
• ALL TIME*: 12.76%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FGDDX Fidelity Advisor Dividend Growth Fund Class A	$0.00	$0.00	$0.00
YFSIX AMG Yacktman Global Fund	$0.00	$0.00	$0.00

FGDDX vs. YFSIX - Yearly Performance Comparison

	2026 (YTD)
FGDDX Fidelity Advisor Dividend Growth Fund Class A	13.28%
YFSIX AMG Yacktman Global Fund	14.30%

Correlation

The correlation between FGDDX and YFSIX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.64

Return for Risk

FGDDX vs. YFSIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks 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.

YFSIX

YFSIX Risk / Return Rank: 29
YFSIX Sharpe Ratio Rank: 26
YFSIX Sortino Ratio Rank: 20
YFSIX Omega Ratio Rank: 40
YFSIX Calmar Ratio Rank: 33
YFSIX Martin Ratio Rank: 29

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FGDDX vs. YFSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class A (FGDDX) and AMG Yacktman Global Fund (YFSIX). 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	YFSIX	Difference
Sharpe ratio: Return per unit of total volatility	—	0.88	—
Sortino ratio: Return per unit of downside risk	—	1.10	—
Omega ratio: Gain probability vs. loss probability	—	1.22	—
Calmar ratio: Return relative to maximum drawdown	—	1.41	—
Martin ratio: Return relative to average drawdown	—	4.10	—

Drawdowns

FGDDX vs. YFSIX - Drawdown Comparison

The maximum FGDDX drawdown since its inception was -5.73%, smaller than the maximum YFSIX drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for FGDDX and YFSIX.

Drawdown Indicators

	FGDDX	YFSIX	Difference
Max Drawdown Largest peak-to-trough decline	-5.73%	-35.10%	+29.37%
Max Drawdown (1Y) Largest decline over 1 year	—	-14.20%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.20%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.14%	—
Current Drawdown Current decline from peak	-2.65%	-2.55%	-0.10%
Average Drawdown Average peak-to-trough decline	-1.53%	-4.89%	+3.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.86%	—

Volatility

Volatility by Period

	FGDDX	YFSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.69%	—
Volatility (6M) Calculated over the trailing 6-month period	—	15.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.56%	22.66%	-5.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.56%	15.78%	+1.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.56%	16.36%	+1.20%

FGDDX vs. YFSIX - Expense Ratio Comparison

FGDDX has a 1.16% expense ratio, which is higher than YFSIX's 0.95% expense ratio.

Dividends

FGDDX vs. YFSIX - Dividend Comparison

FGDDX's dividend yield for the trailing twelve months is around 0.15%, while YFSIX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
YFSIX AMG Yacktman Global Fund	0.00%	0.00%	8.68%	8.02%	4.32%	8.18%	4.76%	6.59%	0.71%	2.63%

Frequently Asked Questions

Can I hold both FGDDX and YFSIX in my portfolio?

FGDDX and YFSIX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.