GQEPX vs. FGRTX
Compare and contrast key facts about GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and Fidelity Mega Cap Stock Fund (FGRTX).
GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018. FGRTX 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: GQEPX or FGRTX.
Correlation
The correlation between GQEPX and FGRTX is 0.84, 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
GQEPX vs. FGRTX - Performance Comparison
Key characteristics
GQEPX:
0.14
FGRTX:
0.68
GQEPX:
0.29
FGRTX:
1.06
GQEPX:
1.04
FGRTX:
1.16
GQEPX:
0.13
FGRTX:
0.71
GQEPX:
0.34
FGRTX:
2.81
GQEPX:
7.37%
FGRTX:
4.69%
GQEPX:
17.85%
FGRTX:
19.36%
GQEPX:
-28.45%
FGRTX:
-57.06%
GQEPX:
-14.30%
FGRTX:
-6.27%
Returns By Period
In the year-to-date period, GQEPX achieves a -3.74% return, which is significantly lower than FGRTX's -0.31% return.
GQEPX
-3.74%
4.50%
-7.32%
0.11%
14.02%
N/A
FGRTX
-0.31%
14.10%
0.19%
9.75%
16.71%
6.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GQEPX vs. FGRTX - Expense Ratio Comparison
GQEPX has a 0.59% expense ratio, which is lower than FGRTX's 0.61% expense ratio.
Risk-Adjusted Performance
GQEPX vs. FGRTX — Risk-Adjusted Performance Rank
GQEPX
FGRTX
GQEPX vs. FGRTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and Fidelity Mega Cap Stock Fund (FGRTX). 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
GQEPX vs. FGRTX - Dividend Comparison
GQEPX's dividend yield for the trailing twelve months is around 0.66%, less than FGRTX's 1.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.66% | 0.64% | 0.44% | 1.68% | 0.81% | 0.07% | 0.63% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
FGRTX Fidelity Mega Cap Stock Fund | 1.04% | 1.04% | 1.06% | 1.34% | 1.76% | 2.87% | 2.01% | 2.22% | 1.57% | 1.48% | 4.07% | 5.39% |
Drawdowns
GQEPX vs. FGRTX - Drawdown Comparison
The maximum GQEPX drawdown since its inception was -28.45%, smaller than the maximum FGRTX drawdown of -57.06%. Use the drawdown chart below to compare losses from any high point for GQEPX and FGRTX. For additional features, visit the drawdowns tool.
Volatility
GQEPX vs. FGRTX - Volatility Comparison
The current volatility for GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) is 8.11%, while Fidelity Mega Cap Stock Fund (FGRTX) has a volatility of 13.08%. This indicates that GQEPX experiences smaller price fluctuations and is considered to be less risky than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.