EPGAX vs. FSPSX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Fidelity International Index Fund (FSPSX).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
EPGAX vs. FSPSX - Performance Comparison
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EPGAX vs. FSPSX - 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% |
FSPSX Fidelity International Index Fund | -1.94% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -13.55% | 25.37% |
Returns By Period
In the year-to-date period, EPGAX achieves a -9.37% return, which is significantly lower than FSPSX's -1.94% return. Over the past 10 years, EPGAX has outperformed FSPSX with an annualized return of 14.92%, while FSPSX has yielded a comparatively lower 8.65% 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%
FSPSX
- 1D
- 0.42%
- 1M
- -10.86%
- YTD
- -1.94%
- 6M
- 2.58%
- 1Y
- 19.89%
- 3Y*
- 13.50%
- 5Y*
- 7.96%
- 10Y*
- 8.65%
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EPGAX vs. FSPSX - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
EPGAX vs. FSPSX — Risk / Return Rank
EPGAX
FSPSX
EPGAX vs. FSPSX - 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 International Index Fund (FSPSX). 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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.11 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.56 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.54 | -0.75 |
Martin ratioReturn relative to average drawdown | 2.81 | 5.93 | -3.12 |
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 | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.11 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.51 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.53 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.46 | +0.02 |
Correlation
The correlation between EPGAX and FSPSX is 0.70, 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. FSPSX - Dividend Comparison
EPGAX's dividend yield for the trailing twelve months is around 0.68%, less than FSPSX's 3.22% 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% |
FSPSX Fidelity International Index Fund | 3.22% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
EPGAX vs. FSPSX - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for EPGAX and FSPSX.
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Drawdown Indicators
| EPGAX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -33.69% | -29.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -11.39% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -29.41% | -1.19% |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | -33.69% | +2.52% |
Current DrawdownCurrent decline from peak | -12.67% | -10.86% | -1.81% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -6.59% | -9.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 2.96% | +0.66% |
Volatility
EPGAX vs. FSPSX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 6.26%, while Fidelity International Index Fund (FSPSX) has a volatility of 7.04%. This indicates that EPGAX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPGAX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 7.04% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 10.63% | +2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.50% | 16.79% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.67% | 15.77% | +4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 16.47% | +4.26% |