EFCNX vs. EQPGX
Compare and contrast key facts about Emerald Insights Fund (EFCNX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX).
EFCNX is managed by Emerald. It was launched on Aug 1, 2014. EQPGX is managed by Fidelity. It was launched on Nov 22, 1983.
Performance
EFCNX vs. EQPGX - Performance Comparison
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EFCNX vs. EQPGX - 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% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | -5.41% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
Returns By Period
Both investments have delivered pretty close results over the past 10 years, with EFCNX having a 16.72% annualized return and EQPGX not far ahead at 17.05%.
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%
EQPGX
- 1D
- 4.31%
- 1M
- -5.34%
- YTD
- -5.41%
- 6M
- -4.89%
- 1Y
- 17.45%
- 3Y*
- 20.16%
- 5Y*
- 11.12%
- 10Y*
- 17.05%
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EFCNX vs. EQPGX - Expense Ratio Comparison
EFCNX has a 1.40% expense ratio, which is higher than EQPGX's 0.71% expense ratio.
Return for Risk
EFCNX vs. EQPGX — Risk / Return Rank
EFCNX
EQPGX
EFCNX vs. EQPGX - 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 I (EQPGX). 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 | EQPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 0.84 | +1.60 |
Sortino ratioReturn per unit of downside risk | 3.41 | 1.32 | +2.09 |
Omega ratioGain probability vs. loss probability | 1.84 | 1.19 | +0.66 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.41 | -0.54 |
Martin ratioReturn relative to average drawdown | 3.10 | 4.96 | -1.86 |
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
| EFCNX | EQPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 0.84 | +1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.55 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.83 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.60 | +0.04 |
Correlation
The correlation between EFCNX and EQPGX 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. EQPGX - Dividend Comparison
EFCNX's dividend yield for the trailing twelve months is around 8.50%, more than EQPGX's 0.55% 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% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.55% | 0.52% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
Drawdowns
EFCNX vs. EQPGX - Drawdown Comparison
The maximum EFCNX drawdown since its inception was -38.34%, smaller than the maximum EQPGX drawdown of -62.00%. Use the drawdown chart below to compare losses from any high point for EFCNX and EQPGX.
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Drawdown Indicators
| EFCNX | EQPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -62.00% | +23.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -12.80% | -1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -38.34% | -29.81% | -8.53% |
Max Drawdown (10Y)Largest decline over 10 years | -38.34% | -31.11% | -7.23% |
Current DrawdownCurrent decline from peak | 0.00% | -8.80% | +8.80% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -13.80% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.45% | 3.63% | +3.82% |
Volatility
EFCNX vs. EQPGX - Volatility Comparison
The current volatility for Emerald Insights Fund (EFCNX) is 0.00%, while Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a volatility of 7.77%. This indicates that EFCNX experiences smaller price fluctuations and is considered to be less risky than EQPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFCNX | EQPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 7.77% | -7.77% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 13.31% | -8.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 21.83% | +0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 20.16% | +2.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 20.49% | +2.36% |