GSBFX vs. FADAX
Compare and contrast key facts about Goldman Sachs Income Builder Fund (GSBFX) and Fidelity Advisor Dividend Growth Fund Class A (FADAX).
GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994. FADAX 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: GSBFX or FADAX.
Performance
GSBFX vs. FADAX - Performance Comparison
Returns By Period
In the year-to-date period, GSBFX achieves a 11.24% return, which is significantly lower than FADAX's 29.68% return. Over the past 10 years, GSBFX has outperformed FADAX with an annualized return of 5.18%, while FADAX has yielded a comparatively lower 4.63% annualized return.
GSBFX
11.24%
1.21%
7.47%
17.26%
5.78%
5.18%
FADAX
29.68%
2.93%
9.32%
34.40%
8.41%
4.63%
Key characteristics
| GSBFX | FADAX | |
|---|---|---|
| Sharpe Ratio | 3.06 | 2.40 |
| Sortino Ratio | 4.44 | 3.23 |
| Omega Ratio | 1.60 | 1.44 |
| Calmar Ratio | 2.20 | 2.41 |
| Martin Ratio | 20.09 | 15.25 |
| Ulcer Index | 0.86% | 2.26% |
| Daily Std Dev | 5.64% | 14.32% |
| Max Drawdown | -41.29% | -61.17% |
| Current Drawdown | -0.04% | -0.67% |
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GSBFX vs. FADAX - Expense Ratio Comparison
GSBFX has a 0.79% expense ratio, which is lower than FADAX's 0.83% expense ratio.
Correlation
The correlation between GSBFX and FADAX 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.
Risk-Adjusted Performance
GSBFX vs. FADAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Builder Fund (GSBFX) and Fidelity Advisor Dividend Growth Fund Class A (FADAX). 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
GSBFX vs. FADAX - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 3.96%, more than FADAX's 0.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 3.96% | 4.09% | 4.10% | 3.12% | 3.05% | 3.53% | 3.99% | 3.53% | 3.78% | 4.33% | 4.07% | 3.65% |
FADAX Fidelity Advisor Dividend Growth Fund Class A | 0.85% | 1.14% | 1.46% | 0.66% | 1.43% | 1.48% | 1.97% | 1.46% | 1.21% | 1.14% | 12.85% | 0.51% |
Drawdowns
GSBFX vs. FADAX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -41.29%, smaller than the maximum FADAX drawdown of -61.17%. Use the drawdown chart below to compare losses from any high point for GSBFX and FADAX. For additional features, visit the drawdowns tool.
Volatility
GSBFX vs. FADAX - Volatility Comparison
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 1.43%, while Fidelity Advisor Dividend Growth Fund Class A (FADAX) has a volatility of 4.33%. This indicates that GSBFX experiences smaller price fluctuations and is considered to be less risky than FADAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.