PRDGX vs. FSENX
PRDGX (T. Rowe Price Dividend Growth Fund, Inc.) and FSENX (Fidelity Select Energy Portfolio) are both mutual funds - PRDGX is a Large Cap Blend Equities fund actively managed by T. Rowe Price, while FSENX is a Energy Equities fund actively managed by Fidelity. Both are actively managed. Over the past 10 years, PRDGX returned 12.88%/yr vs 10.34%/yr for FSENX. Their 0.55 correlation means they have sometimes moved together and sometimes differently. PRDGX charges 0.64%/yr vs 0.77%/yr for FSENX.
Performance
PRDGX vs. FSENX - Performance Comparison
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Returns By Period
In the year-to-date period, PRDGX achieves a 10.76% return, which is significantly lower than FSENX's 39.98% return. Over the past 10 years, PRDGX has outperformed FSENX with an annualized return of 12.88%, while FSENX has yielded a comparatively lower 10.34% annualized return.
PRDGX
- 1D
- -0.43%
- 1M
- 0.31%
- 6M
- 8.04%
- YTD
- 10.76%
- 1Y
- 19.11%
- 3Y*
- 14.42%
- 5Y*
- 9.85%
- 10Y*
- 12.88%
- ALL TIME*
- 10.50%
FSENX
- 1D
- 0.82%
- 1M
- 11.49%
- 6M
- 23.93%
- YTD
- 39.98%
- 1Y
- 50.48%
- 3Y*
- 16.38%
- 5Y*
- 25.73%
- 10Y*
- 10.34%
- ALL TIME*
- 8.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PRDGX vs. FSENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 10.76% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
FSENX Fidelity Select Energy Portfolio | 39.98% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
Correlation
The correlation between PRDGX and FSENX is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.44 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1992 | 0.55 |
Over the past year, the correlation between PRDGX and FSENX has dropped to 0.05 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
PRDGX vs. FSENX — Risk / Return Rank
PRDGX
FSENX
PRDGX vs. FSENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Fidelity Select Energy Portfolio (FSENX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PRDGX | FSENX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.38 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 3.92 | -1.47 |
| Martin ratioReturn relative to average drawdown | 10.26 | 10.81 | -0.55 |
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Drawdowns
PRDGX vs. FSENX - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, smaller than the maximum FSENX drawdown of -76.24%. Use the drawdown chart below to compare losses from any high point for PRDGX and FSENX.
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Drawdown Indicators
| PRDGX | FSENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.79% | -76.24% | +26.45% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -12.22% | +4.88% |
Max Drawdown (3Y)Largest decline over 3 years | -14.15% | -25.85% | +11.70% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -28.02% | +8.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | -72.11% | +38.93% |
Current DrawdownCurrent decline from peak | -0.96% | -1.61% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -16.98% | +11.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.76% | 4.47% | -2.71% |
Volatility
PRDGX vs. FSENX - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) is 2.45%, while Fidelity Select Energy Portfolio (FSENX) has a volatility of 5.74%. This indicates that PRDGX experiences smaller price fluctuations and is considered to be less risky than FSENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRDGX | FSENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 5.74% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.44% | 15.83% | -8.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.88% | 20.13% | -10.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.03% | 27.00% | -12.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 30.81% | -14.99% |
PRDGX vs. FSENX - Expense Ratio Comparison
PRDGX has a 0.64% expense ratio, which is lower than FSENX's 0.77% expense ratio.
Dividends
PRDGX vs. FSENX - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 7.31%, more than FSENX's 1.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 1.53% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 7.31% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
Frequently Asked Questions
PRDGX and FSENX have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSENX has higher volatility (5.74%) compared to PRDGX (2.45%). In terms of maximum drawdown, PRDGX dropped -49.79% vs FSENX's -76.24%.
FSENX currently has the higher Sharpe Ratio (2.38 vs 1.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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