QILGX vs. FDTEX

The year-to-date returns for both investments are quite close, with QILGX having a -15.41% return and FDTEX slightly higher at -14.68%. Over the past 10 years, QILGX has outperformed FDTEX with an annualized return of 5.90%, while FDTEX has yielded a comparatively lower 2.37% annualized return.

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QILGX has a 0.75% expense ratio, which is lower than FDTEX's 1.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Growth Fund (QILGX) and Fidelity Advisor Diversified Stock Fund Class M (FDTEX). 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 QILGX Sharpe Ratio is 0.03, which is higher than the FDTEX Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of QILGX and FDTEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QILGX's dividend yield for the trailing twelve months is around 0.01%, while FDTEX has not paid dividends to shareholders.

The maximum QILGX drawdown since its inception was -57.54%, smaller than the maximum FDTEX drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for QILGX and FDTEX. For additional features, visit the drawdowns tool.

Federated Hermes MDT Large Cap Growth Fund (QILGX) has a higher volatility of 16.24% compared to Fidelity Advisor Diversified Stock Fund Class M (FDTEX) at 13.84%. This indicates that QILGX's price experiences larger fluctuations and is considered to be riskier than FDTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.