EPGAX vs. KMI

In the year-to-date period, EPGAX achieves a 31.15% return, which is significantly lower than KMI's 61.12% return. Over the past 10 years, EPGAX has outperformed KMI with an annualized return of 9.75%, while KMI has yielded a comparatively lower 0.70% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

The current EPGAX Sharpe Ratio is 2.05, which is lower than the KMI Sharpe Ratio of 3.35. The chart below compares the historical Sharpe Ratios of EPGAX and KMI, 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 KMI's dividend yield for the trailing twelve months is around 4.26%.

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.

The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 4.24%, while Kinder Morgan, Inc. (KMI) has a volatility of 7.08%. 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.