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EPGAX vs. FATEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EPGAX and FATEX is 0.90, 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.


-0.50.00.51.00.9

Performance

EPGAX vs. FATEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Fidelity Advisor Technology Fund Class M (FATEX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-3.35%
1.60%
EPGAX
FATEX

Key characteristics

Sharpe Ratio

EPGAX:

0.39

FATEX:

0.67

Sortino Ratio

EPGAX:

0.59

FATEX:

1.02

Omega Ratio

EPGAX:

1.09

FATEX:

1.14

Calmar Ratio

EPGAX:

0.52

FATEX:

1.05

Martin Ratio

EPGAX:

1.38

FATEX:

2.68

Ulcer Index

EPGAX:

5.52%

FATEX:

6.52%

Daily Std Dev

EPGAX:

19.79%

FATEX:

25.95%

Max Drawdown

EPGAX:

-62.95%

FATEX:

-82.59%

Current Drawdown

EPGAX:

-11.27%

FATEX:

-9.17%

Returns By Period

In the year-to-date period, EPGAX achieves a 3.70% return, which is significantly higher than FATEX's 3.16% return. Over the past 10 years, EPGAX has underperformed FATEX with an annualized return of 8.29%, while FATEX has yielded a comparatively higher 12.82% annualized return.


EPGAX

YTD

3.70%

1M

1.24%

6M

-3.35%

1Y

9.41%

5Y*

8.93%

10Y*

8.29%

FATEX

YTD

3.16%

1M

2.04%

6M

1.60%

1Y

20.46%

5Y*

12.94%

10Y*

12.82%

*Annualized

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. FATEX - Expense Ratio Comparison

EPGAX has a 0.97% expense ratio, which is lower than FATEX's 1.21% expense ratio.


FATEX
Fidelity Advisor Technology Fund Class M
Expense ratio chart for FATEX: current value at 1.21% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.21%
Expense ratio chart for EPGAX: current value at 0.97% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.97%

Risk-Adjusted Performance

EPGAX vs. FATEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPGAX
The Risk-Adjusted Performance Rank of EPGAX is 2020
Overall Rank
The Sharpe Ratio Rank of EPGAX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of EPGAX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of EPGAX is 1717
Omega Ratio Rank
The Calmar Ratio Rank of EPGAX is 3939
Calmar Ratio Rank
The Martin Ratio Rank of EPGAX is 1818
Martin Ratio Rank

FATEX
The Risk-Adjusted Performance Rank of FATEX is 3838
Overall Rank
The Sharpe Ratio Rank of FATEX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of FATEX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of FATEX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of FATEX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of FATEX is 3939
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EPGAX vs. FATEX - 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 Technology Fund Class M (FATEX). 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.


Sharpe ratio
The chart of Sharpe ratio for EPGAX, currently valued at 0.39, compared to the broader market-1.000.001.002.003.004.000.390.67
The chart of Sortino ratio for EPGAX, currently valued at 0.59, compared to the broader market0.002.004.006.008.0010.0012.000.591.02
The chart of Omega ratio for EPGAX, currently valued at 1.09, compared to the broader market1.002.003.004.001.091.14
The chart of Calmar ratio for EPGAX, currently valued at 0.52, compared to the broader market0.005.0010.0015.0020.000.521.05
The chart of Martin ratio for EPGAX, currently valued at 1.38, compared to the broader market0.0020.0040.0060.0080.001.382.68
EPGAX
FATEX

The current EPGAX Sharpe Ratio is 0.39, which is lower than the FATEX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of EPGAX and FATEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.39
0.67
EPGAX
FATEX

Dividends

EPGAX vs. FATEX - Dividend Comparison

Neither EPGAX nor FATEX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
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%0.00%4.74%0.00%
FATEX
Fidelity Advisor Technology Fund Class M
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.60%8.70%

Drawdowns

EPGAX vs. FATEX - Drawdown Comparison

The maximum EPGAX drawdown since its inception was -62.95%, smaller than the maximum FATEX drawdown of -82.59%. Use the drawdown chart below to compare losses from any high point for EPGAX and FATEX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-11.27%
-9.17%
EPGAX
FATEX

Volatility

EPGAX vs. FATEX - Volatility Comparison

The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 5.15%, while Fidelity Advisor Technology Fund Class M (FATEX) has a volatility of 8.48%. This indicates that EPGAX experiences smaller price fluctuations and is considered to be less risky than FATEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
5.15%
8.48%
EPGAX
FATEX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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