EPGAX vs. FAFDX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Fidelity Advisor Financial Services Fund Class A (FAFDX).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996. FAFDX is managed by BlackRock. It was launched on Sep 3, 1996.
Performance
EPGAX vs. FAFDX - Performance Comparison
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EPGAX vs. FAFDX - 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% |
FAFDX Fidelity Advisor Financial Services Fund Class A | -7.33% | 14.91% | 39.01% | 14.03% | -8.93% | 32.90% | -0.25% | 33.77% | -16.09% | 20.17% |
Returns By Period
In the year-to-date period, EPGAX achieves a -5.44% return, which is significantly higher than FAFDX's -7.33% return. Over the past 10 years, EPGAX has outperformed FAFDX with an annualized return of 15.41%, while FAFDX has yielded a comparatively lower 12.97% 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%
FAFDX
- 1D
- 2.35%
- 1M
- -3.91%
- YTD
- -7.33%
- 6M
- -2.63%
- 1Y
- 6.82%
- 3Y*
- 21.52%
- 5Y*
- 11.28%
- 10Y*
- 12.97%
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EPGAX vs. FAFDX - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is lower than FAFDX's 1.03% expense ratio.
Return for Risk
EPGAX vs. FAFDX — Risk / Return Rank
EPGAX
FAFDX
EPGAX vs. FAFDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Fidelity Advisor Financial Services Fund Class A (FAFDX). 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 | FAFDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.32 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.57 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.08 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 0.54 | +0.85 |
Martin ratioReturn relative to average drawdown | 4.84 | 1.66 | +3.19 |
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
| EPGAX | FAFDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.32 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.54 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.55 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.30 | +0.19 |
Correlation
The correlation between EPGAX and FAFDX is 0.71, 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. FAFDX - Dividend Comparison
EPGAX's dividend yield for the trailing twelve months is around 0.66%, less than FAFDX's 7.48% 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% |
FAFDX Fidelity Advisor Financial Services Fund Class A | 7.48% | 6.93% | 9.59% | 2.29% | 5.93% | 4.21% | 2.47% | 1.21% | 4.00% | 0.06% | 0.21% | 0.53% |
Drawdowns
EPGAX vs. FAFDX - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, smaller than the maximum FAFDX drawdown of -75.69%. Use the drawdown chart below to compare losses from any high point for EPGAX and FAFDX.
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Drawdown Indicators
| EPGAX | FAFDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -75.69% | +12.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -14.39% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -25.14% | -5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | -45.99% | +14.82% |
Current DrawdownCurrent decline from peak | -8.89% | -10.13% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -17.73% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 4.68% | -1.02% |
Volatility
EPGAX vs. FAFDX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a higher volatility of 7.81% compared to Fidelity Advisor Financial Services Fund Class A (FAFDX) at 5.11%. This indicates that EPGAX's price experiences larger fluctuations and is considered to be riskier than FAFDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPGAX | FAFDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.81% | 5.11% | +2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 12.63% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.88% | 21.21% | +0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.75% | 21.14% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.77% | 23.84% | -3.07% |