EPGAX vs. AGTHX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and American Funds The Growth Fund of America Class A (AGTHX).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
EPGAX vs. AGTHX - Performance Comparison
Loading graphics...
EPGAX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, EPGAX achieves a -5.44% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, EPGAX has outperformed AGTHX with an annualized return of 15.41%, while AGTHX has yielded a comparatively lower 14.32% annualized return.
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%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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. AGTHX - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
EPGAX vs. AGTHX — Risk / Return Rank
EPGAX
AGTHX
EPGAX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and American Funds The Growth Fund of America Class A (AGTHX). 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 | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.84 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.34 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.26 | +0.12 |
Martin ratioReturn relative to average drawdown | 4.84 | 4.78 | +0.06 |
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 | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.84 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.45 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.68 | -0.20 |
Correlation
The correlation between EPGAX and AGTHX 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
EPGAX vs. AGTHX - Dividend Comparison
EPGAX's dividend yield for the trailing twelve months is around 0.66%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
EPGAX vs. AGTHX - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for EPGAX and AGTHX.
Loading graphics...
Drawdown Indicators
| EPGAX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -51.91% | -11.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -13.76% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -36.38% | +5.78% |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | -36.38% | +5.21% |
Current DrawdownCurrent decline from peak | -8.89% | -10.70% | +1.81% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -9.23% | -7.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.63% | +0.03% |
Volatility
EPGAX vs. AGTHX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a higher volatility of 7.81% compared to American Funds The Growth Fund of America Class A (AGTHX) at 6.76%. This indicates that EPGAX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EPGAX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.81% | 6.76% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 12.13% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.88% | 21.01% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.75% | 20.23% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.77% | 19.64% | +1.13% |