Correlation
The correlation between SEQUX and FDSVX is 0.80, 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.
SEQUX vs. FDSVX
Compare and contrast key facts about Sequoia Fund (SEQUX) and Fidelity Growth Discovery Fund (FDSVX).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970. FDSVX is managed by Fidelity. It was launched on Mar 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEQUX or FDSVX.
Performance
SEQUX vs. FDSVX - Performance Comparison
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Key characteristics
SEQUX:
1.44
FDSVX:
0.52
SEQUX:
2.05
FDSVX:
0.77
SEQUX:
1.30
FDSVX:
1.11
SEQUX:
1.98
FDSVX:
0.44
SEQUX:
8.56
FDSVX:
1.50
SEQUX:
2.80%
FDSVX:
6.86%
SEQUX:
15.55%
FDSVX:
23.38%
SEQUX:
-45.81%
FDSVX:
-59.34%
SEQUX:
0.00%
FDSVX:
-4.64%
Returns By Period
In the year-to-date period, SEQUX achieves a 12.41% return, which is significantly higher than FDSVX's 0.67% return. Over the past 10 years, SEQUX has underperformed FDSVX with an annualized return of 7.92%, while FDSVX has yielded a comparatively higher 15.78% annualized return.
SEQUX
12.41%
3.13%
8.14%
22.24%
16.15%
12.95%
7.92%
FDSVX
0.67%
6.25%
-1.60%
12.11%
17.90%
16.65%
15.78%
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SEQUX vs. FDSVX - Expense Ratio Comparison
SEQUX has a 1.00% expense ratio, which is higher than FDSVX's 0.77% expense ratio.
Risk-Adjusted Performance
SEQUX vs. FDSVX — Risk-Adjusted Performance Rank
SEQUX
FDSVX
SEQUX vs. FDSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and Fidelity Growth Discovery Fund (FDSVX). 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.
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Dividends
SEQUX vs. FDSVX - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 4.42%, less than FDSVX's 12.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 4.42% | 4.97% | 0.00% | 3.09% | 14.82% | 13.50% | 8.14% | 25.71% | 13.72% | 18.84% | 5.07% | 1.93% |
FDSVX Fidelity Growth Discovery Fund | 12.73% | 12.81% | 2.55% | 3.65% | 13.46% | 9.65% | 4.28% | 5.02% | 4.82% | 0.09% | 0.16% | 0.09% |
Drawdowns
SEQUX vs. FDSVX - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -45.81%, smaller than the maximum FDSVX drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for SEQUX and FDSVX.
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Volatility
SEQUX vs. FDSVX - Volatility Comparison
The current volatility for Sequoia Fund (SEQUX) is 2.99%, while Fidelity Growth Discovery Fund (FDSVX) has a volatility of 5.70%. This indicates that SEQUX experiences smaller price fluctuations and is considered to be less risky than FDSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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