EFCNX vs. FAGOX
Compare and contrast key facts about Emerald Insights Fund (EFCNX) and Fidelity Advisor Growth Opportunities Fund Class M (FAGOX).
EFCNX is managed by Emerald. It was launched on Aug 1, 2014. FAGOX is managed by Fidelity. It was launched on Nov 18, 1987.
Performance
EFCNX vs. FAGOX - Performance Comparison
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EFCNX vs. FAGOX - 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% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | -9.60% | 21.86% | 38.37% | 44.80% | -38.56% | 11.05% | 68.19% | 39.94% | 14.61% | 34.34% |
Returns By Period
Over the past 10 years, EFCNX has underperformed FAGOX with an annualized return of 16.72%, while FAGOX has yielded a comparatively higher 18.91% 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%
FAGOX
- 1D
- 4.76%
- 1M
- -5.84%
- YTD
- -9.60%
- 6M
- -8.63%
- 1Y
- 22.40%
- 3Y*
- 24.51%
- 5Y*
- 7.64%
- 10Y*
- 18.91%
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EFCNX vs. FAGOX - Expense Ratio Comparison
EFCNX has a 1.40% expense ratio, which is higher than FAGOX's 1.28% expense ratio.
Return for Risk
EFCNX vs. FAGOX — Risk / Return Rank
EFCNX
FAGOX
EFCNX vs. FAGOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerald Insights Fund (EFCNX) and Fidelity Advisor Growth Opportunities Fund Class M (FAGOX). 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 | FAGOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.43 | 0.98 | +1.46 |
Sortino ratioReturn per unit of downside risk | 3.41 | 1.49 | +1.92 |
Omega ratioGain probability vs. loss probability | 1.84 | 1.21 | +0.63 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.43 | -0.56 |
Martin ratioReturn relative to average drawdown | 3.10 | 5.15 | -2.05 |
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 | FAGOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 0.98 | +1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.31 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.80 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.58 | +0.06 |
Correlation
The correlation between EFCNX and FAGOX is 0.91, 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. FAGOX - Dividend Comparison
EFCNX's dividend yield for the trailing twelve months is around 8.50%, more than FAGOX's 4.65% 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% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 4.65% | 4.21% | 0.00% | 0.00% | 0.00% | 10.01% | 5.29% | 4.15% | 12.10% | 7.48% | 15.51% | 11.14% |
Drawdowns
EFCNX vs. FAGOX - Drawdown Comparison
The maximum EFCNX drawdown since its inception was -38.34%, smaller than the maximum FAGOX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for EFCNX and FAGOX.
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Drawdown Indicators
| EFCNX | FAGOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.34% | -65.31% | +26.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -16.27% | +1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -38.34% | -44.84% | +6.50% |
Max Drawdown (10Y)Largest decline over 10 years | -38.34% | -44.84% | +6.50% |
Current DrawdownCurrent decline from peak | 0.00% | -12.29% | +12.29% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -13.60% | +4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.45% | 4.52% | +2.93% |
Volatility
EFCNX vs. FAGOX - Volatility Comparison
The current volatility for Emerald Insights Fund (EFCNX) is 0.00%, while Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a volatility of 8.51%. This indicates that EFCNX experiences smaller price fluctuations and is considered to be less risky than FAGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFCNX | FAGOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 8.51% | -8.51% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 14.81% | -9.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 24.42% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.15% | 24.88% | -1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 23.83% | -0.98% |