AXA.DE vs. FAGAX
Compare and contrast key facts about AXA SA (AXA.DE) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXA.DE or FAGAX.
Correlation
The correlation between AXA.DE and FAGAX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AXA.DE vs. FAGAX - Performance Comparison
Key characteristics
AXA.DE:
1.34
FAGAX:
0.61
AXA.DE:
1.76
FAGAX:
0.94
AXA.DE:
1.24
FAGAX:
1.12
AXA.DE:
1.80
FAGAX:
0.67
AXA.DE:
5.19
FAGAX:
3.33
AXA.DE:
4.64%
FAGAX:
4.04%
AXA.DE:
18.00%
FAGAX:
21.98%
AXA.DE:
-82.28%
FAGAX:
-65.24%
AXA.DE:
0.00%
FAGAX:
-13.40%
Returns By Period
In the year-to-date period, AXA.DE achieves a 12.84% return, which is significantly higher than FAGAX's -6.72% return. Over the past 10 years, AXA.DE has outperformed FAGAX with an annualized return of 12.17%, while FAGAX has yielded a comparatively lower 11.03% annualized return.
AXA.DE
12.84%
4.37%
11.38%
25.21%
22.73%
12.17%
FAGAX
-6.72%
-10.05%
8.27%
13.79%
14.10%
11.03%
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Risk-Adjusted Performance
AXA.DE vs. FAGAX — Risk-Adjusted Performance Rank
AXA.DE
FAGAX
AXA.DE vs. FAGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AXA SA (AXA.DE) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX). 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
AXA.DE vs. FAGAX - Dividend Comparison
AXA.DE's dividend yield for the trailing twelve months is around 5.12%, while FAGAX has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AXA.DE AXA SA | 5.21% | 5.78% | 5.76% | 5.87% | 5.44% | 10.95% | 5.31% | 6.66% | 4.67% | 4.58% | 3.74% | 4.21% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 11.12% | 0.00% |
Drawdowns
AXA.DE vs. FAGAX - Drawdown Comparison
The maximum AXA.DE drawdown since its inception was -82.28%, which is greater than FAGAX's maximum drawdown of -65.24%. Use the drawdown chart below to compare losses from any high point for AXA.DE and FAGAX. For additional features, visit the drawdowns tool.
Volatility
AXA.DE vs. FAGAX - Volatility Comparison
The current volatility for AXA SA (AXA.DE) is 6.25%, while Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a volatility of 8.68%. This indicates that AXA.DE experiences smaller price fluctuations and is considered to be less risky than FAGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.