QILGX vs. FDTEX

In the year-to-date period, QILGX achieves a -0.33% return, which is significantly higher than FDTEX's -3.64% return. Over the past 10 years, QILGX has outperformed FDTEX with an annualized return of 7.74%, while FDTEX has yielded a comparatively lower 3.62% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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 0.56, which is higher than the FDTEX Sharpe Ratio of -0.25. 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 -53.48%, 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 7.49% compared to Fidelity Advisor Diversified Stock Fund Class M (FDTEX) at 5.95%. 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.