FGEAX vs. DGRO

In the year-to-date period, FGEAX achieves a 1.29% return, which is significantly lower than DGRO's 1.76% return. Over the past 10 years, FGEAX has underperformed DGRO with an annualized return of 8.78%, while DGRO has yielded a comparatively higher 11.38% annualized return.

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FGEAX has a 1.15% expense ratio, which is higher than DGRO's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) and iShares Core Dividend Growth ETF (DGRO). 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.

The current FGEAX Sharpe Ratio is 0.49, which is lower than the DGRO Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FGEAX and DGRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FGEAX's dividend yield for the trailing twelve months is around 7.30%, more than DGRO's 2.23% yield.

The maximum FGEAX drawdown since its inception was -60.98%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for FGEAX and DGRO.

Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) and iShares Core Dividend Growth ETF (DGRO) have volatilities of 4.44% and 4.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.