Correlation
The correlation between FGDIX and VTSAX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FGDIX vs. VTSAX
Compare and contrast key facts about Fidelity Advisor Gold Fund Class I (FGDIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
FGDIX is managed by Fidelity. It was launched on Dec 12, 2006. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGDIX or VTSAX.
Performance
FGDIX vs. VTSAX - Performance Comparison
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Key characteristics
FGDIX:
1.66
VTSAX:
0.60
FGDIX:
2.17
VTSAX:
1.02
FGDIX:
1.29
VTSAX:
1.15
FGDIX:
1.01
VTSAX:
0.66
FGDIX:
6.69
VTSAX:
2.46
FGDIX:
7.77%
VTSAX:
5.16%
FGDIX:
31.52%
VTSAX:
20.09%
FGDIX:
-77.14%
VTSAX:
-55.34%
FGDIX:
-21.46%
VTSAX:
-4.27%
Returns By Period
In the year-to-date period, FGDIX achieves a 49.33% return, which is significantly higher than VTSAX's 0.15% return. Over the past 10 years, FGDIX has underperformed VTSAX with an annualized return of 9.52%, while VTSAX has yielded a comparatively higher 12.10% annualized return.
FGDIX
49.33%
3.09%
38.84%
51.83%
14.75%
7.30%
9.52%
VTSAX
0.15%
6.03%
-2.37%
12.87%
13.28%
15.14%
12.10%
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FGDIX vs. VTSAX - Expense Ratio Comparison
FGDIX has a 0.76% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
FGDIX vs. VTSAX — Risk-Adjusted Performance Rank
FGDIX
VTSAX
FGDIX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Gold Fund Class I (FGDIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.
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Dividends
FGDIX vs. VTSAX - Dividend Comparison
FGDIX's dividend yield for the trailing twelve months is around 2.27%, more than VTSAX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGDIX Fidelity Advisor Gold Fund Class I | 2.27% | 3.58% | 0.97% | 0.36% | 1.58% | 4.40% | 0.41% | 0.00% | 0.23% | 3.65% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.29% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
FGDIX vs. VTSAX - Drawdown Comparison
The maximum FGDIX drawdown since its inception was -77.14%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for FGDIX and VTSAX.
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Volatility
FGDIX vs. VTSAX - Volatility Comparison
Fidelity Advisor Gold Fund Class I (FGDIX) has a higher volatility of 13.27% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.97%. This indicates that FGDIX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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