EPGAX vs. FBGRX

In the year-to-date period, EPGAX achieves a 3.55% return, which is significantly lower than FBGRX's 4.25% return. Over the past 10 years, EPGAX has underperformed FBGRX with an annualized return of 8.43%, while FBGRX has yielded a comparatively higher 13.48% annualized return.

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EPGAX has a 0.97% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Fidelity Blue Chip Growth Fund (FBGRX). 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 0.49, which is lower than the FBGRX Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of EPGAX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EPGAX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.22%.

The maximum EPGAX drawdown since its inception was -62.95%, which is greater than FBGRX's maximum drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for EPGAX and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 5.21%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.43%. This indicates that EPGAX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.