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.
Performance
EPGAX vs. FAGAX - Performance Comparison
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EPGAX vs. FAGAX - 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% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | -13.66% | 22.17% | 38.71% | 45.14% | -38.40% | 11.31% | 68.60% | 40.26% | 14.87% | 34.66% |
Returns By Period
In the year-to-date period, EPGAX achieves a -9.37% return, which is significantly higher than FAGAX's -13.66% return. Over the past 10 years, EPGAX has underperformed FAGAX with an annualized return of 14.92%, while FAGAX has yielded a comparatively higher 18.64% 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%
FAGAX
- 1D
- -1.17%
- 1M
- -9.95%
- YTD
- -13.66%
- 6M
- -12.33%
- 1Y
- 18.39%
- 3Y*
- 22.90%
- 5Y*
- 7.34%
- 10Y*
- 18.64%
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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.
Return for Risk
EPGAX vs. FAGAX — Risk / Return Rank
EPGAX
FAGAX
EPGAX vs. FAGAX - 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 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.
| EPGAX | FAGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.75 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.19 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.93 | -0.14 |
Martin ratioReturn relative to average drawdown | 2.81 | 3.40 | -0.59 |
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 | FAGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.75 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.30 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.79 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.45 | +0.03 |
Correlation
The correlation between EPGAX and FAGAX is 0.94, 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. FAGAX - Dividend Comparison
EPGAX's dividend yield for the trailing twelve months is around 0.68%, less than FAGAX's 4.76% 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% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 4.76% | 4.11% | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% |
Drawdowns
EPGAX vs. FAGAX - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, 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.
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Drawdown Indicators
| EPGAX | FAGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -65.24% | +2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -16.19% | +3.39% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -44.70% | +14.10% |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | -44.70% | +13.53% |
Current DrawdownCurrent decline from peak | -12.67% | -16.19% | +3.52% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -15.27% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 4.43% | -0.81% |
Volatility
EPGAX vs. FAGAX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 6.26%, while Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a volatility of 6.78%. 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.
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Volatility by Period
| EPGAX | FAGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 6.78% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 14.04% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.50% | 24.01% | -2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.67% | 24.80% | -4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 23.78% | -3.05% |