EFCNX vs. EPGAX
Compare and contrast key facts about Emerald Insights Fund (EFCNX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX).
EFCNX is managed by Emerald. It was launched on Aug 1, 2014. EPGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
EFCNX vs. EPGAX - Performance Comparison
Loading graphics...
EFCNX vs. EPGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | -5.44% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
Returns By Period
Over the past 10 years, EFCNX has outperformed EPGAX with an annualized return of 16.72%, while EPGAX has yielded a comparatively lower 15.41% annualized return.
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 45.34%
- 3Y*
- 25.53%
- 5Y*
- 11.21%
- 10Y*
- 16.72%
EPGAX
- 1D
- 4.33%
- 1M
- -5.36%
- YTD
- -5.44%
- 6M
- -4.99%
- 1Y
- 17.13%
- 3Y*
- 15.34%
- 5Y*
- 8.31%
- 10Y*
- 15.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EFCNX vs. EPGAX - Expense Ratio Comparison
EFCNX has a 1.40% expense ratio, which is higher than EPGAX's 0.97% expense ratio.
Return for Risk
EFCNX vs. EPGAX — Risk / Return Rank
EFCNX
EPGAX
EFCNX vs. EPGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerald Insights Fund (EFCNX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). 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.
| EFCNX | EPGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 0.82 | +1.61 |
Sortino ratioReturn per unit of downside risk | 3.41 | 1.30 | +2.11 |
Omega ratioGain probability vs. loss probability | 1.84 | 1.18 | +0.66 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.38 | -0.52 |
Martin ratioReturn relative to average drawdown | 3.10 | 4.84 | -1.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EFCNX | EPGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 0.82 | +1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.40 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.74 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.49 | +0.15 |
Correlation
The correlation between EFCNX and EPGAX is 0.89, 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
EFCNX vs. EPGAX - Dividend Comparison
EFCNX's dividend yield for the trailing twelve months is around 8.50%, more than EPGAX's 0.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% | 0.00% | 0.00% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.66% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
Drawdowns
EFCNX vs. EPGAX - Drawdown Comparison
The maximum EFCNX drawdown since its inception was -38.34%, smaller than the maximum EPGAX drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for EFCNX and EPGAX.
Loading graphics...
Drawdown Indicators
| EFCNX | EPGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -63.20% | +24.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -12.80% | -1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -38.34% | -30.60% | -7.74% |
Max Drawdown (10Y)Largest decline over 10 years | -38.34% | -31.17% | -7.17% |
Current DrawdownCurrent decline from peak | 0.00% | -8.89% | +8.89% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -16.32% | +7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.45% | 3.66% | +3.79% |
Volatility
EFCNX vs. EPGAX - Volatility Comparison
The current volatility for Emerald Insights Fund (EFCNX) is 0.00%, while Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a volatility of 7.81%. This indicates that EFCNX experiences smaller price fluctuations and is considered to be less risky than EPGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EFCNX | EPGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 7.81% | -7.81% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 13.35% | -8.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 21.88% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 20.75% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 20.77% | +2.08% |