FZADX vs. FDGIX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Fidelity Advisor Dividend Growth Fund Class I (FDGIX).
FZADX is managed by Fidelity. It was launched on Aug 13, 2013. FDGIX is managed by Fidelity. It was launched on Dec 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZADX or FDGIX.
Key characteristics
| FZADX | FDGIX | |
|---|---|---|
| YTD Return | 22.03% | 21.90% |
| 1Y Return | 31.89% | 31.65% |
| 3Y Return (Ann) | 10.99% | 10.82% |
| 5Y Return (Ann) | 13.14% | 12.97% |
| 10Y Return (Ann) | 9.76% | 9.71% |
| Sharpe Ratio | 2.18 | 2.16 |
| Daily Std Dev | 14.44% | 14.46% |
| Max Drawdown | -41.31% | -60.84% |
| Current Drawdown | -1.71% | -1.74% |
Correlation
The correlation between FZADX and FDGIX is 1.00, 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
FZADX vs. FDGIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FZADX having a 22.03% return and FDGIX slightly lower at 21.90%. Both investments have delivered pretty close results over the past 10 years, with FZADX having a 9.76% annualized return and FDGIX not far behind at 9.71%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FZADX vs. FDGIX - Expense Ratio Comparison
FZADX has a 0.45% expense ratio, which is lower than FDGIX's 0.60% expense ratio.
Risk-Adjusted Performance
FZADX vs. FDGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Fidelity Advisor Dividend Growth Fund Class I (FDGIX). 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
FZADX vs. FDGIX - Dividend Comparison
FZADX's dividend yield for the trailing twelve months is around 2.61%, more than FDGIX's 2.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 2.61% | 3.13% | 9.32% | 5.40% | 1.67% | 4.65% | 17.71% | 16.01% | 1.47% | 2.20% | 10.63% | 0.92% |
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 2.53% | 3.07% | 9.21% | 5.36% | 1.55% | 4.59% | 17.80% | 16.05% | 1.36% | 2.03% | 12.85% | 0.78% |
Drawdowns
FZADX vs. FDGIX - Drawdown Comparison
The maximum FZADX drawdown since its inception was -41.31%, smaller than the maximum FDGIX drawdown of -60.84%. Use the drawdown chart below to compare losses from any high point for FZADX and FDGIX. For additional features, visit the drawdowns tool.
Volatility
FZADX vs. FDGIX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Fidelity Advisor Dividend Growth Fund Class I (FDGIX) have volatilities of 4.99% and 5.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.