FGIKX vs. EQTIX

In the year-to-date period, FGIKX achieves a 5.06% return, which is significantly higher than EQTIX's 0.50% return. Over the past 10 years, FGIKX has outperformed EQTIX with an annualized return of 11.63%, while EQTIX has yielded a comparatively lower 8.54% annualized return.

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FGIKX has a 0.49% expense ratio, which is lower than EQTIX's 0.72% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio Class K (FGIKX) and Shelton Equity Income Fund (EQTIX). 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 FGIKX Sharpe Ratio is 0.88, which is comparable to the EQTIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FGIKX and EQTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FGIKX's dividend yield for the trailing twelve months is around 6.53%, less than EQTIX's 9.61% yield.

The maximum FGIKX drawdown since its inception was -62.06%, which is greater than EQTIX's maximum drawdown of -53.76%. Use the drawdown chart below to compare losses from any high point for FGIKX and EQTIX.

Fidelity Growth & Income Portfolio Class K (FGIKX) has a higher volatility of 3.79% compared to Shelton Equity Income Fund (EQTIX) at 3.54%. This indicates that FGIKX's price experiences larger fluctuations and is considered to be riskier than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.