EPGAX vs. FAGAX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996. FAGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPGAX or FAGAX.
Key characteristics
| EPGAX | FAGAX | |
|---|---|---|
| YTD Return | 32.14% | 39.60% |
| 1Y Return | 42.04% | 54.09% |
| 3Y Return (Ann) | 4.33% | 1.71% |
| 5Y Return (Ann) | 12.12% | 15.65% |
| 10Y Return (Ann) | 9.82% | 12.47% |
| Sharpe Ratio | 2.82 | 2.88 |
| Sortino Ratio | 3.68 | 3.64 |
| Omega Ratio | 1.51 | 1.51 |
| Calmar Ratio | 0.60 | 1.77 |
| Martin Ratio | 15.86 | 16.60 |
| Ulcer Index | 2.80% | 3.43% |
| Daily Std Dev | 15.71% | 19.78% |
| Max Drawdown | -95.79% | -65.24% |
| Current Drawdown | -63.19% | 0.00% |
Correlation
The correlation between EPGAX and FAGAX is 0.93, 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.
Performance
EPGAX vs. FAGAX - Performance Comparison
In the year-to-date period, EPGAX achieves a 32.14% return, which is significantly lower than FAGAX's 39.60% return. Over the past 10 years, EPGAX has underperformed FAGAX with an annualized return of 9.82%, while FAGAX has yielded a comparatively higher 12.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EPGAX vs. FAGAX - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is lower than FAGAX's 1.04% expense ratio.
Risk-Adjusted Performance
EPGAX vs. FAGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX). 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.
Dividends
EPGAX vs. FAGAX - Dividend Comparison
Neither EPGAX nor FAGAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.74% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 11.12% |
Drawdowns
EPGAX vs. FAGAX - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -95.79%, which is greater than FAGAX's maximum drawdown of -65.24%. Use the drawdown chart below to compare losses from any high point for EPGAX and FAGAX. For additional features, visit the drawdowns tool.
Volatility
EPGAX vs. FAGAX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 4.37%, while Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a volatility of 5.43%. This indicates that EPGAX experiences smaller price fluctuations and is considered to be less risky than FAGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.