EPGAX vs. ADX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Adams Diversified Equity Fund, Inc. (ADX).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
EPGAX vs. ADX - Performance Comparison
Loading graphics...
EPGAX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | -9.37% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, EPGAX achieves a -9.37% return, which is significantly lower than ADX's -4.23% return. Over the past 10 years, EPGAX has underperformed ADX with an annualized return of 14.92%, while ADX has yielded a comparatively higher 16.41% annualized return.
EPGAX
- 1D
- -0.83%
- 1M
- -9.04%
- YTD
- -9.37%
- 6M
- -8.73%
- 1Y
- 13.01%
- 3Y*
- 13.72%
- 5Y*
- 7.77%
- 10Y*
- 14.92%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EPGAX vs. ADX - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
EPGAX vs. ADX — Risk / Return Rank
EPGAX
ADX
EPGAX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| EPGAX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.38 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.06 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.29 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 2.33 | -1.54 |
Martin ratioReturn relative to average drawdown | 2.81 | 10.84 | -8.03 |
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
| EPGAX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.38 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.86 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.92 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.09 | +0.39 |
Correlation
The correlation between EPGAX and ADX is 0.74, 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
EPGAX vs. ADX - Dividend Comparison
EPGAX's dividend yield for the trailing twelve months is around 0.68%, less than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.68% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
EPGAX vs. ADX - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for EPGAX and ADX.
Loading graphics...
Drawdown Indicators
| EPGAX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -71.60% | +8.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -11.12% | -1.68% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -25.07% | -5.53% |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | -37.17% | +6.00% |
Current DrawdownCurrent decline from peak | -12.67% | -6.53% | -6.14% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -23.22% | +6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 2.39% | +1.23% |
Volatility
EPGAX vs. ADX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Adams Diversified Equity Fund, Inc. (ADX) have volatilities of 6.26% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EPGAX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 6.18% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 10.53% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.50% | 18.63% | +2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.67% | 17.20% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 17.95% | +2.78% |