FGRIX vs. FEQTX
Compare and contrast key facts about Fidelity Growth & Income Portfolio (FGRIX) and Fidelity Equity Dividend Income Fund (FEQTX).
FGRIX is managed by Fidelity. It was launched on Dec 30, 1985. FEQTX is managed by Fidelity. It was launched on Aug 21, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGRIX or FEQTX.
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
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Key characteristics
FGRIX:
0.37
FEQTX:
0.08
FGRIX:
0.54
FEQTX:
0.06
FGRIX:
1.08
FEQTX:
1.01
FGRIX:
0.32
FEQTX:
-0.03
FGRIX:
1.23
FEQTX:
-0.07
FGRIX:
4.42%
FEQTX:
6.92%
FGRIX:
17.95%
FEQTX:
15.41%
FGRIX:
-66.71%
FEQTX:
-60.57%
FGRIX:
-3.19%
FEQTX:
-10.59%
Returns By Period
In the year-to-date period, FGRIX achieves a 3.07% return, which is significantly higher than FEQTX's 0.90% return. Over the past 10 years, FGRIX has outperformed FEQTX with an annualized return of 9.37%, while FEQTX has yielded a comparatively lower 2.86% annualized return.
FGRIX
3.07%
7.84%
-2.60%
6.63%
11.27%
14.58%
9.37%
FEQTX
0.90%
3.18%
-9.72%
1.23%
3.43%
8.94%
2.86%
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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
FGRIX
FEQTX
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.
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Dividends
FGRIX vs. FEQTX - Dividend Comparison
FGRIX's dividend yield for the trailing twelve months is around 1.37%, less than FEQTX's 2.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRIX Fidelity Growth & Income Portfolio | 1.37% | 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 | 2.66% | 2.51% | 2.59% | 2.34% | 2.20% | 2.38% | 2.58% | 2.95% | 2.30% | 1.92% | 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.
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Volatility
FGRIX vs. FEQTX - Volatility Comparison
The current volatility for Fidelity Growth & Income Portfolio (FGRIX) is 3.44%, while Fidelity Equity Dividend Income Fund (FEQTX) has a volatility of 3.74%. This indicates that FGRIX experiences smaller price fluctuations and is considered to be less risky than FEQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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