EPGAX vs. GWPAX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and American Funds Growth Portfolio Class A (GWPAX).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
EPGAX vs. GWPAX - Performance Comparison
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EPGAX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | -5.44% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
The year-to-date returns for both stocks are quite close, with EPGAX having a -5.44% return and GWPAX slightly lower at -5.63%. Over the past 10 years, EPGAX has outperformed GWPAX with an annualized return of 15.41%, while GWPAX has yielded a comparatively lower 11.87% annualized return.
EPGAX
- 1D
- 4.33%
- 1M
- -5.36%
- YTD
- -5.44%
- 6M
- -4.99%
- 1Y
- 17.13%
- 3Y*
- 15.34%
- 5Y*
- 8.31%
- 10Y*
- 15.41%
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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EPGAX vs. GWPAX - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is higher than GWPAX's 0.73% expense ratio.
Return for Risk
EPGAX vs. GWPAX — Risk / Return Rank
EPGAX
GWPAX
EPGAX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and American Funds Growth Portfolio Class A (GWPAX). 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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.05 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.60 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.65 | -0.27 |
Martin ratioReturn relative to average drawdown | 4.84 | 6.68 | -1.84 |
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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.05 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.42 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.66 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.68 | -0.19 |
Correlation
The correlation between EPGAX and GWPAX is 0.93, 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. GWPAX - Dividend Comparison
EPGAX's dividend yield for the trailing twelve months is around 0.66%, less than GWPAX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.66% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
EPGAX vs. GWPAX - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -63.20%, which is greater than GWPAX's maximum drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for EPGAX and GWPAX.
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Drawdown Indicators
| EPGAX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.20% | -34.15% | -29.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -11.78% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -34.15% | +3.55% |
Max Drawdown (10Y)Largest decline over 10 years | -31.17% | -34.15% | +2.98% |
Current DrawdownCurrent decline from peak | -8.89% | -8.81% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -16.32% | -5.77% | -10.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.91% | +0.75% |
Volatility
EPGAX vs. GWPAX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a higher volatility of 7.81% compared to American Funds Growth Portfolio Class A (GWPAX) at 6.61%. This indicates that EPGAX's price experiences larger fluctuations and is considered to be riskier than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPGAX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.81% | 6.61% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 11.28% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.88% | 18.89% | +2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.75% | 18.17% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.77% | 17.95% | +2.82% |