VADGX vs. FAGCX
Compare and contrast key facts about Vanguard Advice Select Dividend Growth Fund (VADGX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX).
VADGX is managed by Vanguard. It was launched on Nov 9, 2021. FAGCX is managed by Fidelity. It was launched on Jul 3, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VADGX or FAGCX.
Key characteristics
| VADGX | FAGCX | |
|---|---|---|
| YTD Return | 15.05% | 39.97% |
| 1Y Return | 21.93% | 54.31% |
| 3Y Return (Ann) | 8.26% | 2.20% |
| Sharpe Ratio | 2.43 | 2.76 |
| Sortino Ratio | 3.29 | 3.52 |
| Omega Ratio | 1.43 | 1.49 |
| Calmar Ratio | 4.34 | 1.75 |
| Martin Ratio | 13.94 | 15.94 |
| Ulcer Index | 1.58% | 3.42% |
| Daily Std Dev | 9.03% | 19.78% |
| Max Drawdown | -15.75% | -65.09% |
| Current Drawdown | -1.35% | 0.00% |
Correlation
The correlation between VADGX and FAGCX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VADGX vs. FAGCX - Performance Comparison
In the year-to-date period, VADGX achieves a 15.05% return, which is significantly lower than FAGCX's 39.97% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VADGX vs. FAGCX - Expense Ratio Comparison
VADGX has a 0.45% expense ratio, which is lower than FAGCX's 0.79% expense ratio.
Risk-Adjusted Performance
VADGX vs. FAGCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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.
Dividends
VADGX vs. FAGCX - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.21%, while FAGCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | 1.21% | 1.21% | 0.81% | 0.17% |
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VADGX vs. FAGCX - Drawdown Comparison
The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum FAGCX drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for VADGX and FAGCX. For additional features, visit the drawdowns tool.
Volatility
VADGX vs. FAGCX - Volatility Comparison
The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 2.75%, while Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a volatility of 5.40%. This indicates that VADGX experiences smaller price fluctuations and is considered to be less risky than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.