EPGAX vs. FFONX

Last updated Jun 13, 2026

EPGAX (Fidelity Advisor Equity Growth Fund Class A) and FFONX (Fidelity Advisor Technology Fund Class A) are both mutual funds - EPGAX is a Large Cap Growth Equities fund managed by Fidelity, while FFONX is a Technology Equities fund actively managed by Fidelity. Their correlation of 0.81 suggests significant overlap in exposure. EPGAX charges 0.97%/yr vs 0.89%/yr for FFONX.

Performance

EPGAX vs. FFONX - 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 A (FFONX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EPGAX

• 1D: 2.41%
• 1M: -2.18%
• YTD: 9.95%
• 6M: 11.02%
• 1Y: 22.35%
• 3Y*: 17.84%
• 5Y*: 10.31%
• 10Y*: 17.17%

FFONX

• 1D: 0.00%
• 1M: 6.31%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EPGAX vs. FFONX - Yearly Performance Comparison

	2026 (YTD)
EPGAX Fidelity Advisor Equity Growth Fund Class A	14.92%
FFONX Fidelity Advisor Technology Fund Class A	38.63%

Correlation

The correlation between EPGAX and FFONX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.81

Return for Risk

EPGAX vs. FFONX — Risk / Return Rank

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

EPGAX

EPGAX Risk / Return Rank: 33
EPGAX Sharpe Ratio Rank: 32
EPGAX Sortino Ratio Rank: 29
EPGAX Omega Ratio Rank: 32
EPGAX Calmar Ratio Rank: 34
EPGAX Martin Ratio Rank: 37

FFONX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPGAX vs. FFONX - 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 Technology Fund Class A (FFONX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	EPGAX	FFONX	Difference
Sharpe ratio: Return per unit of total volatility	1.31	—	—
Sortino ratio: Return per unit of downside risk	1.81	—	—
Omega ratio: Gain probability vs. loss probability	1.24	—	—
Calmar ratio: Return relative to maximum drawdown	1.79	—	—
Martin ratio: Return relative to average drawdown	6.64	—	—

Drawdowns

EPGAX vs. FFONX - Drawdown Comparison

The maximum EPGAX drawdown since its inception was -63.20%, which is greater than FFONX's maximum drawdown of -10.06%. Use the drawdown chart below to compare losses from any high point for EPGAX and FFONX.

Drawdown Indicators

	EPGAX	FFONX	Difference
Max Drawdown Largest peak-to-trough decline	-63.20%	-10.06%	-53.14%
Max Drawdown (1Y) Largest decline over 1 year	-12.67%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-30.60%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-30.60%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-31.17%	—	—
Current Drawdown Current decline from peak	-4.68%	-6.74%	+2.06%
Average Drawdown Average peak-to-trough decline	-16.23%	-1.54%	-14.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.40%	—	—

Volatility

Volatility by Period

	EPGAX	FFONX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.93%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.97%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.25%	29.48%	-12.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.92%	29.48%	-8.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.90%	29.48%	-8.58%

EPGAX vs. FFONX - Expense Ratio Comparison

EPGAX has a 0.97% expense ratio, which is higher than FFONX's 0.89% expense ratio.

Dividends

EPGAX vs. FFONX - Dividend Comparison

EPGAX's dividend yield for the trailing twelve months is around 0.56%, less than FFONX's 2.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EPGAX Fidelity Advisor Equity Growth Fund Class A	0.56%	0.62%	0.00%	0.56%	2.26%	12.86%	12.06%	9.56%	7.10%	12.35%	6.39%	2.37%
FFONX Fidelity Advisor Technology Fund Class A	2.56%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EPGAX and FFONX in my portfolio?

EPGAX and FFONX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.