FGIRX vs. VVIAX
Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class A (FGIRX) and Vanguard Value Index Fund Admiral Shares (VVIAX).
FGIRX is managed by Fidelity. It was launched on Dec 31, 1996. VVIAX 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: FGIRX or VVIAX.
Correlation
The correlation between FGIRX and VVIAX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FGIRX vs. VVIAX - Performance Comparison
Key characteristics
FGIRX:
0.18
VVIAX:
0.77
FGIRX:
0.33
VVIAX:
1.15
FGIRX:
1.04
VVIAX:
1.14
FGIRX:
0.21
VVIAX:
1.18
FGIRX:
0.58
VVIAX:
3.21
FGIRX:
4.08%
VVIAX:
2.71%
FGIRX:
13.30%
VVIAX:
11.31%
FGIRX:
-56.33%
VVIAX:
-59.32%
FGIRX:
-11.03%
VVIAX:
-4.06%
Returns By Period
In the year-to-date period, FGIRX achieves a -2.54% return, which is significantly lower than VVIAX's 2.39% return. Over the past 10 years, FGIRX has underperformed VVIAX with an annualized return of 5.72%, while VVIAX has yielded a comparatively higher 10.34% annualized return.
FGIRX
-2.54%
-4.39%
-5.51%
3.05%
16.66%
5.72%
VVIAX
2.39%
-1.77%
0.19%
9.45%
17.86%
10.34%
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FGIRX vs. VVIAX - Expense Ratio Comparison
FGIRX has a 0.92% expense ratio, which is higher than VVIAX's 0.05% expense ratio.
Risk-Adjusted Performance
FGIRX vs. VVIAX — Risk-Adjusted Performance Rank
FGIRX
VVIAX
FGIRX vs. VVIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class A (FGIRX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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.
Dividends
FGIRX vs. VVIAX - Dividend Comparison
FGIRX's dividend yield for the trailing twelve months is around 1.23%, less than VVIAX's 1.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIRX Fidelity Advisor Growth & Income Fund Class A | 1.23% | 1.20% | 1.31% | 1.30% | 1.63% | 1.75% | 1.76% | 2.09% | 1.25% | 1.53% | 1.99% | 9.80% |
VVIAX Vanguard Value Index Fund Admiral Shares | 1.67% | 2.30% | 2.45% | 2.51% | 2.14% | 2.54% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% | 2.22% |
Drawdowns
FGIRX vs. VVIAX - Drawdown Comparison
The maximum FGIRX drawdown since its inception was -56.33%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for FGIRX and VVIAX. For additional features, visit the drawdowns tool.
Volatility
FGIRX vs. VVIAX - Volatility Comparison
Fidelity Advisor Growth & Income Fund Class A (FGIRX) has a higher volatility of 5.16% compared to Vanguard Value Index Fund Admiral Shares (VVIAX) at 4.01%. This indicates that FGIRX's price experiences larger fluctuations and is considered to be riskier than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.