EPGAX vs. FAGAX

In the year-to-date period, EPGAX achieves a 31.15% return, which is significantly lower than FAGAX's 41.02% return. Over the past 10 years, EPGAX has underperformed FAGAX with an annualized return of 9.75%, while FAGAX has yielded a comparatively higher 12.41% annualized return.

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EPGAX has a 0.97% expense ratio, which is lower than FAGAX's 1.04% expense ratio.

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.

The current EPGAX Sharpe Ratio is 2.05, which is comparable to the FAGAX Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of EPGAX and FAGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither EPGAX nor FAGAX has paid dividends to shareholders.

The maximum EPGAX drawdown since its inception was -62.95%, roughly equal to the maximum FAGAX 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.

The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 4.24%, while Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a volatility of 5.80%. 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.