FIDELITY DIVIDEND Competition

FDGFX Fund

USD 43.09 -0.05 -0.12%

The fund is listed under the Large Blend category and is part of the Fidelity Investments family. Fidelity Dividend Growth competes with FIDELITY SMALL, FIDELITY OVERSEAS, FIDELITY EMERGING, FIDELITY MID-CAP, and FIDELITY GROWTH and other related companies. Competitive context is framed through this structured peer comparison. FIDELITY DIVIDEND is contrasted with related funds to identify relative positioning. This comparison view highlights where FIDELITY DIVIDEND may show stronger fundamentals than peers. Relative context can reveal strengths or weaknesses hidden in absolute numbers.

FIDELITY DIVIDEND and FIDELITY STOCK Correlation View

Very poor diversification

For the present investment horizon, the measured correlation between FDGFX and FDSSX stands at 0.88, or Very poor diversification. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Moving together with FIDELITY Mutual Fund

0.97	FQIFX	Fidelity Freedom Index	Pair Corr
0.95	FRASX	Fidelity Income	Pair Corr
0.83	FTF	Franklin Templeton	Pair Corr
0.84	FSAGX	Gold Portfolio Gold	Pair Corr

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Mean reversion in FIDELITY DIVIDEND's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.

Hype

Prediction

Low	Estimated	High
42.21	43.09	43.97

Details

Intrinsic

Valuation

Low	Real	High
38.78	46.17	47.05

Details

Naive

Forecast

Low	Next	High
42.01	42.89	43.77

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
42.54	44.46	46.38

Details

A rigorous investment case for FIDELITY DIVIDEND requires more than studying its own financials. Benchmarking FIDELITY DIVIDEND's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

FIDELITY DIVIDEND Competition Correlation Matrix

Competition correlation for Fidelity Dividend Growth matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.

	FCPGX	FOSKX	FTHCX	FEMKX	FMCSX	FGDKX	FDSSX
FCPGX		0.73	0.2	0.57	0.47	0.73	0.81	FCPGX
FOSKX	0.73		0.46	0.78	0.68	0.65	0.89	FOSKX
FTHCX	0.2	0.46		0.75	0.66	-0.01	0.52	FTHCX
FEMKX	0.57	0.78	0.75		0.88	0.3	0.8	FEMKX
FMCSX	0.47	0.68	0.66	0.88		0.1	0.65	FMCSX
FGDKX	0.73	0.65	-0.01	0.3	0.1		0.77	FGDKX
FDSSX	0.81	0.89	0.52	0.8	0.65	0.77		FDSSX
	FCPGX	FOSKX	FTHCX	FEMKX	FMCSX	FGDKX	FDSSX

High positive correlations

FDSSX	+ 0.89	FOSKX
FMCSX	+ 0.88	FEMKX
FDSSX	+ 0.81	FCPGX
FDSSX	+ 0.8	FEMKX
FEMKX	+ 0.78	FOSKX
FDSSX	+ 0.77	FGDKX

High negative correlations

FGDKX

- 0.01

FTHCX

Risk-Adjusted Indicators

FIDELITY DIVIDEND Mutual Fund may look attractive on headline returns alone, but deeper analysis often tells a different story. A thorough review of FIDELITY DIVIDEND's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FCPGX	1.02	0.07	0.00	-0.03	0.00	0.00	1.65	-2.45	6.93
FOSKX	0.80	0.05	0.00	-0.04	0.00	0.00	1.53	-1.77	6.15
FTHCX	0.78	0.13	0.12	0.60	1.06	-1.04	2.06	-2.08	6.79
FEMKX	0.91	0.18	0.12	0.08	1.26	-0.87	2.00	-1.74	6.87
FMCSX	0.79	0.13	0.13	0.05	0.92	-0.84	1.45	-1.74	5.62
FGDKX	0.81	0.03	0.00	-0.06	0.00	0.00	1.48	-1.87	4.51
FDSSX	0.63	0.05	0.00	-0.02	0.00	0.00	1.11	-1.50	3.75

FIDELITY DIVIDEND Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	FDGFX	FCPGX	FOSKX	FTHCX	FEMKX	FMCSX	FGDKX	FDSSX
	0.12 43.09 FIDELITY	0.84 34.97 FIDELITY	0.04 69.28 FIDELITY	0.00 90.24 FIDELITY	0.19 51.70 FIDELITY	0.54 48.73 FIDELITY	0.27 67.06 FIDELITY	0.17 88.52 FIDELITY
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Soft	Weak	Weak	Weak	Contained	Mild	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Hazard	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Over Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Hold	Strong Hold	Not Rated	Strong Buy	Strong Buy	Strong Hold	Strong Hold
Net Asset	10.93 B	7.88 B	7.43 B	2.33 B	10.24 B	8.33 B	2.02 B	8.96 B
Price To Book	2.38 X	3.14 X	2.33 X	3.44 X	3.55 X	2.09 X	4.44 X	2.49 X
Five Year Return	13.93 %	3.76 %	5.94 %	20.23 %	3.31 %	8.78 %	12.16 %	10.56 %
One Year Return	31.73 %	24.72 %	8.10 %	24.77 %	35.36 %	25.43 %	18.88 %	26.28 %
Last Dividend Paid	0.22	N/A	N/A	N/A	N/A	N/A	0.03	0.46
Price To Earning	18.52 X	24.92 X	18.05 X	25.36 X	18.83 X	21.43 X	26.71 X	21.01 X
Price To Sales	1.99 X	1.70 X	1.47 X	2.86 X	3.05 X	1.61 X	3.29 X	1.87 X
Cash Position Weight	0.13 %	0.33 %	1.90 %	1.64 %	1.15 %	3.68 %	0.47 %	0.89 %
Equity Positions Weight	99.87 %	96.04 %	98.04 %	95.89 %	98.02 %	93.34 %	99.20 %	98.41 %
Three Year Return	23.88 %	15.50 %	13.58 %	26.96 %	16.80 %	14.73 %	23.76 %	20.56 %
Annual Yield	0.01 %	N/A	0.02 %	N/A	0.0004 %	0.0041 %	0.0024 %	0.01 %
Year To Date Return	0.54 %	0.20 %	0.67 %	11.60 %	2.31 %	3.21 %	1.91 %	2.36 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	0.09 %	N/A	N/A
Ten Year Return	9.30 %	14.07 %	8.40 %	17.41 %	5.33 %	9.92 %	16.32 %	12.40 %
Day Typical Price	43.09	34.97	69.28	90.24	51.7	48.73	67.06	88.52
Period Momentum Indicator	-0.05	0.29	-0.03	N/A	-0.10	0.26	-0.18	-0.15
Rate Of Daily Change	1.0	1.01	1.0	1.0	1.0	1.01	1.0	1.0
Day Median Price	43.09	34.97	69.28	90.24	51.7	48.73	67.06	88.52
Price Action Indicator	-0.03	0.14	-0.01	N/A	-0.05	0.13	-0.09	-0.07
Relative Strength Index	44.61	45.06	39.89	52.31	48.23	N/A	42.17	43.33
Coefficient Of Variation	2733.55	-4,716	-4,275	984.91	1239.67	1723.35	-2,326	-14,511
Mean Deviation	0.6973	1.02	0.7954	0.7839	0.9135	0.7872	0.8131	0.6315
Jensen Alpha	0.101	0.0651	0.0471	0.1265	0.1806	0.1341	0.0253	0.0542
Total Risk Alpha	0.1164	0.1017	0.079	0.2383	0.2229	0.1563	0.0554	0.0703
Sortino Ratio	0.1171	N/A	N/A	0.1174	0.1212	0.1319	N/A	N/A
Downside Variance	0.839	N/A	N/A	2.78	2.09	1.02	N/A	N/A
Standard Deviation	0.8807	1.3	1.07	1.19	1.24	1.01	1.02	0.8023
Kurtosis	0.2706	0.457	1.13	2.9	1.99	0.5986	-0.28	-0.04
Potential Upside	1.2	1.65	1.53	2.06	2.0	1.45	1.48	1.11
Treynor Ratio	0.024	-0.03	-0.04	0.6033	0.0847	0.0482	-0.06	-0.02
Maximum Drawdown	4.49	6.93	6.15	6.79	6.87	5.62	4.51	3.75
Variance	0.7757	1.69	1.13	1.42	1.54	1.02	1.05	0.6437
Market Risk Adjusted Performance	0.034	-0.02	-0.03	0.6133	0.0947	0.0582	-0.05	-0.01
Risk Adjusted Performance	0.0301	-0.01	-0.02	0.084	0.0677	0.0482	-0.03	-0.01
Skewness	-0.08	-0.09	-0.45	-0.77	-0.72	-0.02	-0.17	-0.31
Semi Deviation	0.8824	N/A	N/A	1.06	1.26	0.9185	N/A	N/A
Information Ratio	0.1218	0.0364	0.047	0.1645	0.1411	0.1324	0.0304	0.0866
Value At Risk	-1.55	-2.45	-1.77	-2.08	-1.74	-1.74	-1.87	-1.50
Expected Short fall	-0.71	N/A	N/A	-1.04	-0.87	-0.84	N/A	N/A
Downside Deviation	0.9159	N/A	N/A	1.67	1.45	1.01	N/A	N/A
Semi Variance	0.7786	N/A	N/A	1.12	1.58	0.8436	N/A	N/A

FIDELITY DIVIDEND Competition Peer Performance Charts

How to Analyze FIDELITY DIVIDEND Against Peers

FIDELITY DIVIDEND's peer analysis compares FIDELITY DIVIDEND with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether FIDELITY DIVIDEND trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where FIDELITY DIVIDEND leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

The competitor view for FIDELITY DIVIDEND covers valuation, profitability, leverage, and growth rate side-by-side across the peer group. Debt-to-equity comparison across FIDELITY DIVIDEND's peers frames whether its leverage is conservative, normal, or elevated for its industry. Comparing peers in Fidelity Investments Funds, Large Blend Funds can help separate structural strengths from temporary momentum.

This section for Fidelity Dividend Growth is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board

Last reviewed on March 17th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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FIDELITY DIVIDEND Competition

FIDELITY DIVIDEND and FIDELITY STOCK Correlation View

Moving together with FIDELITY Mutual Fund

Specify up to 10 symbols:

FIDELITY DIVIDEND Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

FIDELITY DIVIDEND Competitive Analysis

FIDELITY DIVIDEND Competition Peer Performance Charts

How to Analyze FIDELITY DIVIDEND Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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