PDRDX vs. EQPGX

In the year-to-date period, PDRDX achieves a 2.87% return, which is significantly higher than EQPGX's -7.88% return. Over the past 10 years, PDRDX has underperformed EQPGX with an annualized return of 2.09%, while EQPGX has yielded a comparatively higher 8.00% annualized return.

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PDRDX has a 0.83% expense ratio, which is higher than EQPGX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Real Asset Fund (PDRDX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX). 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.

The current PDRDX Sharpe Ratio is 0.51, which is higher than the EQPGX Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of PDRDX and EQPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PDRDX's dividend yield for the trailing twelve months is around 2.15%, while EQPGX has not paid dividends to shareholders.

The maximum PDRDX drawdown since its inception was -28.55%, smaller than the maximum EQPGX drawdown of -61.96%. Use the drawdown chart below to compare losses from any high point for PDRDX and EQPGX. For additional features, visit the drawdowns tool.

The current volatility for Principal Diversified Real Asset Fund (PDRDX) is 7.63%, while Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a volatility of 15.35%. This indicates that PDRDX experiences smaller price fluctuations and is considered to be less risky than EQPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.