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FGRIX vs. FEQTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FGRIX and FEQTX is 0.89, 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. FEQTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Growth & Income Portfolio (FGRIX) and Fidelity Equity Dividend Income Fund (FEQTX). The values are adjusted to include any dividend payments, if applicable.

1,200.00%1,400.00%1,600.00%1,800.00%December2025FebruaryMarchAprilMay
1,749.07%
1,290.71%
FGRIX
FEQTX

Key characteristics

Sharpe Ratio

FGRIX:

0.47

FEQTX:

0.15

Sortino Ratio

FGRIX:

0.77

FEQTX:

0.30

Omega Ratio

FGRIX:

1.11

FEQTX:

1.04

Calmar Ratio

FGRIX:

0.50

FEQTX:

0.13

Martin Ratio

FGRIX:

1.93

FEQTX:

0.35

Ulcer Index

FGRIX:

4.35%

FEQTX:

6.54%

Daily Std Dev

FGRIX:

17.82%

FEQTX:

15.17%

Max Drawdown

FGRIX:

-66.71%

FEQTX:

-60.57%

Current Drawdown

FGRIX:

-5.43%

FEQTX:

-11.29%

Returns By Period

In the year-to-date period, FGRIX achieves a 0.68% return, which is significantly higher than FEQTX's 0.11% return. Over the past 10 years, FGRIX has outperformed FEQTX with an annualized return of 9.07%, while FEQTX has yielded a comparatively lower 2.74% annualized return.


FGRIX

YTD

0.68%

1M

12.24%

6M

-0.98%

1Y

5.49%

5Y*

14.69%

10Y*

9.07%

FEQTX

YTD

0.11%

1M

5.22%

6M

-7.50%

1Y

1.15%

5Y*

9.30%

10Y*

2.74%

*Annualized

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FGRIX vs. FEQTX - Expense Ratio Comparison

FGRIX has a 0.57% expense ratio, which is lower than FEQTX's 0.58% expense ratio.


Risk-Adjusted Performance

FGRIX vs. FEQTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGRIX
The Risk-Adjusted Performance Rank of FGRIX is 4747
Overall Rank
The Sharpe Ratio Rank of FGRIX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of FGRIX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of FGRIX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of FGRIX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of FGRIX is 4949
Martin Ratio Rank

FEQTX
The Risk-Adjusted Performance Rank of FEQTX is 2424
Overall Rank
The Sharpe Ratio Rank of FEQTX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of FEQTX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of FEQTX is 2424
Omega Ratio Rank
The Calmar Ratio Rank of FEQTX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of FEQTX is 2323
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FGRIX vs. FEQTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth & Income Portfolio (FGRIX) and Fidelity Equity Dividend Income Fund (FEQTX). 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 FGRIX Sharpe Ratio is 0.47, which is higher than the FEQTX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of FGRIX and FEQTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.47
0.15
FGRIX
FEQTX

Dividends

FGRIX vs. FEQTX - Dividend Comparison

FGRIX's dividend yield for the trailing twelve months is around 1.40%, less than FEQTX's 8.58% yield.


TTM20242023202220212020201920182017201620152014
FGRIX
Fidelity Growth & Income Portfolio
1.40%1.43%1.60%1.68%2.07%1.89%1.77%2.13%1.52%1.80%2.04%1.72%
FEQTX
Fidelity Equity Dividend Income Fund
8.58%8.39%5.22%7.65%11.52%2.43%8.39%14.31%10.14%6.12%2.74%2.53%

Drawdowns

FGRIX vs. FEQTX - Drawdown Comparison

The maximum FGRIX drawdown since its inception was -66.71%, which is greater than FEQTX's maximum drawdown of -60.57%. Use the drawdown chart below to compare losses from any high point for FGRIX and FEQTX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-5.43%
-11.29%
FGRIX
FEQTX

Volatility

FGRIX vs. FEQTX - Volatility Comparison

Fidelity Growth & Income Portfolio (FGRIX) has a higher volatility of 11.94% compared to Fidelity Equity Dividend Income Fund (FEQTX) at 9.65%. This indicates that FGRIX's price experiences larger fluctuations and is considered to be riskier than FEQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
11.94%
9.65%
FGRIX
FEQTX