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.
Key characteristics
| EPGAX | KMI | |
|---|---|---|
| YTD Return | 30.56% | 58.12% |
| 1Y Return | 43.11% | 68.53% |
| 3Y Return (Ann) | 9.22% | 23.21% |
| 5Y Return (Ann) | 20.13% | 12.60% |
| 10Y Return (Ann) | 16.54% | 1.30% |
| Sharpe Ratio | 2.82 | 3.81 |
| Sortino Ratio | 3.67 | 5.40 |
| Omega Ratio | 1.50 | 1.68 |
| Calmar Ratio | 0.83 | 1.56 |
| Martin Ratio | 15.80 | 29.51 |
| Ulcer Index | 2.80% | 2.28% |
| Daily Std Dev | 15.72% | 17.67% |
| Max Drawdown | -95.79% | -72.70% |
| Current Drawdown | -33.49% | -2.14% |
Correlation
The correlation between EPGAX and KMI is 0.39, 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
In the year-to-date period, EPGAX achieves a 30.56% return, which is significantly lower than KMI's 58.12% return. Over the past 10 years, EPGAX has outperformed KMI with an annualized return of 16.54%, while KMI has yielded a comparatively lower 1.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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's dividend yield for the trailing twelve months is around 0.43%, less than KMI's 4.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.43% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 4.74% | 0.00% | 0.00% |
KMI Kinder Morgan, Inc. | 4.35% | 6.38% | 6.10% | 6.76% | 7.59% | 4.49% | 4.71% | 2.77% | 2.41% | 12.94% | 4.02% | 4.33% |
Drawdowns
EPGAX vs. KMI - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -95.79%, which is greater than KMI's maximum 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 4.23%, while Kinder Morgan, Inc. (KMI) has a volatility of 7.93%. 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.