FGRIX vs. FEQIX
Compare and contrast key facts about Fidelity Growth & Income Portfolio (FGRIX) and Fidelity Equity-Income Fund (FEQIX).
FGRIX is managed by Fidelity. It was launched on Dec 30, 1985. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGRIX or FEQIX.
Correlation
The correlation between FGRIX and FEQIX is 0.90, 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
FGRIX vs. FEQIX - Performance Comparison
Key characteristics
FGRIX:
0.54
FEQIX:
0.28
FGRIX:
0.86
FEQIX:
0.49
FGRIX:
1.13
FEQIX:
1.07
FGRIX:
0.58
FEQIX:
0.26
FGRIX:
2.47
FEQIX:
0.88
FGRIX:
3.83%
FEQIX:
4.74%
FGRIX:
17.53%
FEQIX:
14.99%
FGRIX:
-66.71%
FEQIX:
-62.07%
FGRIX:
-7.57%
FEQIX:
-9.25%
Returns By Period
In the year-to-date period, FGRIX achieves a -2.17% return, which is significantly lower than FEQIX's -0.07% return. Over the past 10 years, FGRIX has outperformed FEQIX with an annualized return of 10.70%, while FEQIX has yielded a comparatively lower 4.35% annualized return.
FGRIX
-2.17%
-3.33%
-2.67%
9.90%
17.58%
10.70%
FEQIX
-0.07%
-3.56%
-5.80%
4.08%
9.82%
4.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGRIX vs. FEQIX - Expense Ratio Comparison
Both FGRIX and FEQIX have an expense ratio of 0.57%.
Risk-Adjusted Performance
FGRIX vs. FEQIX — Risk-Adjusted Performance Rank
FGRIX
FEQIX
FGRIX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio (FGRIX) and Fidelity Equity-Income Fund (FEQIX). 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
FGRIX vs. FEQIX - Dividend Comparison
FGRIX's dividend yield for the trailing twelve months is around 6.95%, more than FEQIX's 1.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRIX Fidelity Growth & Income Portfolio | 6.95% | 6.80% | 3.93% | 3.43% | 6.02% | 3.61% | 2.85% | 3.39% | 1.52% | 1.80% | 2.04% | 1.72% |
FEQIX Fidelity Equity-Income Fund | 1.75% | 1.73% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% |
Drawdowns
FGRIX vs. FEQIX - Drawdown Comparison
The maximum FGRIX drawdown since its inception was -66.71%, which is greater than FEQIX's maximum drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for FGRIX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
FGRIX vs. FEQIX - Volatility Comparison
Fidelity Growth & Income Portfolio (FGRIX) has a higher volatility of 12.93% compared to Fidelity Equity-Income Fund (FEQIX) at 11.03%. This indicates that FGRIX's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.