EPGAX vs. KMI
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Kinder Morgan, Inc. (KMI).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPGAX or KMI.
Correlation
The correlation between EPGAX and KMI is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EPGAX vs. KMI - Performance Comparison
Key characteristics
EPGAX:
0.39
KMI:
2.93
EPGAX:
0.59
KMI:
3.53
EPGAX:
1.10
KMI:
1.56
EPGAX:
0.53
KMI:
1.62
EPGAX:
1.39
KMI:
15.90
EPGAX:
5.56%
KMI:
4.00%
EPGAX:
19.76%
KMI:
21.72%
EPGAX:
-62.95%
KMI:
-72.70%
EPGAX:
-11.62%
KMI:
-13.93%
Returns By Period
In the year-to-date period, EPGAX achieves a 3.29% return, which is significantly higher than KMI's -1.93% return. Over the past 10 years, EPGAX has outperformed KMI with an annualized return of 8.25%, while KMI has yielded a comparatively lower 0.57% annualized return.
EPGAX
3.29%
-0.49%
-2.63%
9.21%
8.84%
8.25%
KMI
-1.93%
-13.93%
29.46%
60.63%
10.54%
0.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EPGAX vs. KMI — Risk-Adjusted Performance Rank
EPGAX
KMI
EPGAX vs. KMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Kinder Morgan, Inc. (KMI). 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.
Dividends
EPGAX vs. KMI - Dividend Comparison
EPGAX has not paid dividends to shareholders, while KMI's dividend yield for the trailing twelve months is around 4.32%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KMI Kinder Morgan, Inc. | 4.32% | 4.18% | 6.38% | 6.10% | 6.76% | 7.59% | 4.49% | 4.71% | 2.77% | 2.41% | 12.94% | 4.02% |
Drawdowns
EPGAX vs. KMI - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -62.95%, smaller than the maximum KMI drawdown of -72.70%. Use the drawdown chart below to compare losses from any high point for EPGAX and KMI. For additional features, visit the drawdowns tool.
Volatility
EPGAX vs. KMI - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 4.99%, while Kinder Morgan, Inc. (KMI) has a volatility of 11.35%. This indicates that EPGAX experiences smaller price fluctuations and is considered to be less risky than KMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.