VDIGX vs. FDGKX
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and Fidelity Dividend Growth Fund Class K (FDGKX).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. FDGKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
VDIGX vs. FDGKX - Performance Comparison
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VDIGX vs. FDGKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | -5.09% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
FDGKX Fidelity Dividend Growth Fund Class K | -0.07% | 19.47% | 24.72% | 18.00% | -11.54% | 28.10% | 2.31% | 28.84% | -7.09% | 18.03% |
Returns By Period
In the year-to-date period, VDIGX achieves a -5.09% return, which is significantly lower than FDGKX's -0.07% return. Both investments have delivered pretty close results over the past 10 years, with VDIGX having a 11.54% annualized return and FDGKX not far ahead at 11.96%.
VDIGX
- 1D
- 2.04%
- 1M
- -6.43%
- YTD
- -5.09%
- 6M
- -2.58%
- 1Y
- 2.63%
- 3Y*
- 11.22%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
FDGKX
- 1D
- 3.16%
- 1M
- -6.31%
- YTD
- -0.07%
- 6M
- 2.15%
- 1Y
- 25.09%
- 3Y*
- 19.89%
- 5Y*
- 12.54%
- 10Y*
- 11.96%
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VDIGX vs. FDGKX - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is lower than FDGKX's 0.38% expense ratio.
Return for Risk
VDIGX vs. FDGKX — Risk / Return Rank
VDIGX
FDGKX
VDIGX vs. FDGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and Fidelity Dividend Growth Fund Class K (FDGKX). 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.
| VDIGX | FDGKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 1.36 | -1.17 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.92 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.30 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.94 | -1.54 |
Martin ratioReturn relative to average drawdown | 1.57 | 8.55 | -6.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VDIGX | FDGKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.36 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.76 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.62 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.46 | +0.14 |
Correlation
The correlation between VDIGX and FDGKX is 0.86, 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.
Dividends
VDIGX vs. FDGKX - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 25.87%, more than FDGKX's 6.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 25.87% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
FDGKX Fidelity Dividend Growth Fund Class K | 6.82% | 6.82% | 7.46% | 3.57% | 11.59% | 7.90% | 1.98% | 4.95% | 23.08% | 15.37% | 1.70% | 8.50% |
Drawdowns
VDIGX vs. FDGKX - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, smaller than the maximum FDGKX drawdown of -53.34%. Use the drawdown chart below to compare losses from any high point for VDIGX and FDGKX.
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Drawdown Indicators
| VDIGX | FDGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.23% | -53.34% | +8.11% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -12.20% | +2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -16.18% | -21.35% | +5.17% |
Max Drawdown (10Y)Largest decline over 10 years | -32.98% | -41.28% | +8.30% |
Current DrawdownCurrent decline from peak | -7.10% | -7.31% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -6.59% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 2.77% | -0.32% |
Volatility
VDIGX vs. FDGKX - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 4.19%, while Fidelity Dividend Growth Fund Class K (FDGKX) has a volatility of 6.37%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than FDGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VDIGX | FDGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 6.37% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 7.66% | 11.30% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 19.37% | -4.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.85% | 16.66% | -2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 19.22% | -3.53% |