FTRNX vs. ADX
Compare and contrast key facts about Fidelity Trend Fund (FTRNX) and Adams Diversified Equity Fund, Inc. (ADX).
FTRNX is managed by Fidelity. It was launched on Jun 16, 1958. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
FTRNX vs. ADX - Performance Comparison
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FTRNX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | -6.17% | 18.77% | 40.43% | 44.39% | -33.66% | 22.86% | 47.01% | 36.12% | -5.48% | 29.09% |
ADX Adams Diversified Equity Fund, Inc. | -2.00% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, FTRNX achieves a -6.17% return, which is significantly lower than ADX's -2.00% return. Both investments have delivered pretty close results over the past 10 years, with FTRNX having a 16.94% annualized return and ADX not far behind at 16.68%.
FTRNX
- 1D
- 4.62%
- 1M
- -7.70%
- YTD
- -6.17%
- 6M
- -6.35%
- 1Y
- 26.84%
- 3Y*
- 24.30%
- 5Y*
- 12.88%
- 10Y*
- 16.94%
ADX
- 1D
- 2.33%
- 1M
- -3.70%
- YTD
- -2.00%
- 6M
- 3.99%
- 1Y
- 27.40%
- 3Y*
- 24.77%
- 5Y*
- 15.18%
- 10Y*
- 16.68%
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FTRNX vs. ADX - Expense Ratio Comparison
FTRNX has a 0.73% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
FTRNX vs. ADX — Risk / Return Rank
FTRNX
ADX
FTRNX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| FTRNX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.47 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.18 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 2.56 | -0.68 |
Martin ratioReturn relative to average drawdown | 6.44 | 11.81 | -5.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTRNX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.47 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.89 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.93 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.09 | +0.45 |
Correlation
The correlation between FTRNX and ADX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FTRNX vs. ADX - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 6.85%, less than ADX's 8.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 6.85% | 8.23% | 15.26% | 4.69% | 5.34% | 7.80% | 4.44% | 9.65% | 8.30% | 8.62% | 5.25% | 6.44% |
ADX Adams Diversified Equity Fund, Inc. | 8.26% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
FTRNX vs. ADX - Drawdown Comparison
The maximum FTRNX drawdown since its inception was -56.26%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for FTRNX and ADX.
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Drawdown Indicators
| FTRNX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.26% | -71.60% | +15.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.92% | -11.12% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -39.05% | -25.07% | -13.98% |
Max Drawdown (10Y)Largest decline over 10 years | -39.05% | -37.17% | -1.88% |
Current DrawdownCurrent decline from peak | -11.00% | -4.36% | -6.64% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -23.22% | +12.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 2.41% | +1.95% |
Volatility
FTRNX vs. ADX - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 8.93% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.64%. This indicates that FTRNX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTRNX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.93% | 6.64% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 16.06% | 10.77% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.47% | 18.76% | +7.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.30% | 17.23% | +9.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 17.96% | +5.95% |