TQCAX vs. FDGRX

In the year-to-date period, TQCAX achieves a 1.90% return, which is significantly higher than FDGRX's -3.07% return. Over the past 10 years, TQCAX has underperformed FDGRX with an annualized return of 2.32%, while FDGRX has yielded a comparatively higher 17.72% annualized return.

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TQCAX has a 1.04% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Touchstone Dividend Equity Fund (TQCAX) and Fidelity Growth Company Fund (FDGRX). 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 TQCAX Sharpe Ratio is 0.64, which is higher than the FDGRX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of TQCAX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TQCAX's dividend yield for the trailing twelve months is around 6.96%, less than FDGRX's 9.14% yield.

The maximum TQCAX drawdown since its inception was -68.36%, roughly equal to the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for TQCAX and FDGRX.

The current volatility for Touchstone Dividend Equity Fund (TQCAX) is 4.79%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.17%. This indicates that TQCAX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.