EPGCX vs. AQEIX

Last updated Jun 4, 2026

EPGCX (Fidelity Advisor Equity Growth Fund Class C) and AQEIX (LKCM Aquinas Catholic Equity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, EPGCX returned 16.12%/yr vs 10.81%/yr for AQEIX. Their correlation of 0.84 suggests significant overlap in exposure. EPGCX charges 1.74%/yr vs 1.00%/yr for AQEIX.

Performance

EPGCX vs. AQEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Growth Fund Class C (EPGCX) and LKCM Aquinas Catholic Equity Fund (AQEIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EPGCX achieves a 14.97% return, which is significantly higher than AQEIX's 3.05% return. Over the past 10 years, EPGCX has outperformed AQEIX with an annualized return of 16.12%, while AQEIX has yielded a comparatively lower 10.81% annualized return.

EPGCX

• 1D: 0.39%
• 1M: 7.21%
• YTD: 14.97%
• 6M: 14.30%
• 1Y: 29.61%
• 3Y*: 17.63%
• 5Y*: 10.22%
• 10Y*: 16.12%

AQEIX

• 1D: -0.60%
• 1M: 0.61%
• YTD: 3.05%
• 6M: 1.81%
• 1Y: 9.35%
• 3Y*: 10.69%
• 5Y*: 5.41%
• 10Y*: 10.81%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EPGCX vs. AQEIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EPGCX Fidelity Advisor Equity Growth Fund Class C	14.97%	13.38%	9.87%	34.16%	-25.24%	21.72%	42.18%	32.59%	-0.65%	33.80%
AQEIX LKCM Aquinas Catholic Equity Fund	3.05%	6.72%	13.29%	14.08%	-18.24%	25.35%	24.23%	30.51%	-8.03%	20.80%

Correlation

The correlation between EPGCX and AQEIX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.76
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (10Y) Calculated over the trailing 10-year period	0.87
Correlation (All Time) Calculated using the full available price history since Jun 21, 1996	0.84

The correlation between EPGCX and AQEIX shifts across timeframes, from 0.76 (1 year) to 0.87 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

EPGCX vs. AQEIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPGCX

EPGCX Risk / Return Rank: 39
EPGCX Sharpe Ratio Rank: 41
EPGCX Sortino Ratio Rank: 37
EPGCX Omega Ratio Rank: 39
EPGCX Calmar Ratio Rank: 39
EPGCX Martin Ratio Rank: 41

AQEIX

AQEIX Risk / Return Rank: 14
AQEIX Sharpe Ratio Rank: 12
AQEIX Sortino Ratio Rank: 12
AQEIX Omega Ratio Rank: 11
AQEIX Calmar Ratio Rank: 17
AQEIX Martin Ratio Rank: 20

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPGCX vs. AQEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class C (EPGCX) and LKCM Aquinas Catholic Equity Fund (AQEIX). 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.

	EPGCX	AQEIX	Difference
Sharpe ratio Return per unit of total volatility	1.87	0.93	+0.94
Sortino ratio Return per unit of downside risk	2.53	1.35	+1.18
Omega ratio Gain probability vs. loss probability	1.33	1.16	+0.17
Calmar ratio Return relative to maximum drawdown	2.36	1.47	+0.89
Martin ratio Return relative to average drawdown	8.87	5.32	+3.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EPGCX vs. AQEIX - Sharpe Ratio Comparison

The current EPGCX Sharpe Ratio is 1.87, which is higher than the AQEIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of EPGCX and AQEIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EPGCX	AQEIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.87	0.93	+0.94
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	0.33	+0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.77	0.60	+0.17
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.40	+0.06

Drawdowns

EPGCX vs. AQEIX - Drawdown Comparison

The maximum EPGCX drawdown since its inception was -65.66%, which is greater than AQEIX's maximum drawdown of -54.20%. Use the drawdown chart below to compare losses from any high point for EPGCX and AQEIX.

Drawdown Indicators

	EPGCX	AQEIX	Difference
Max Drawdown Largest peak-to-trough decline	-65.66%	-54.20%	-11.46%
Max Drawdown (1Y) Largest decline over 1 year	-12.92%	-7.02%	-5.90%
Max Drawdown (3Y) Largest decline over 3 years	-33.74%	-19.25%	-14.49%
Max Drawdown (5Y) Largest decline over 5 years	-33.74%	-24.51%	-9.23%
Max Drawdown (10Y) Largest decline over 10 years	-33.74%	-33.65%	-0.09%
Current Drawdown Current decline from peak	0.00%	-0.60%	+0.60%
Average Drawdown Average peak-to-trough decline	-17.95%	-8.70%	-9.25%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.43%	1.94%	+1.49%

Volatility

EPGCX vs. AQEIX - Volatility Comparison

Fidelity Advisor Equity Growth Fund Class C (EPGCX) has a higher volatility of 4.17% compared to LKCM Aquinas Catholic Equity Fund (AQEIX) at 2.95%. This indicates that EPGCX's price experiences larger fluctuations and is considered to be riskier than AQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EPGCX	AQEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.17%	2.95%	+1.22%
Volatility (6M) Calculated over the trailing 6-month period	12.73%	7.94%	+4.79%
Volatility (1Y) Calculated over the trailing 1-year period	16.31%	11.08%	+5.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.28%	16.56%	+4.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.11%	18.15%	+2.96%

EPGCX vs. AQEIX - Expense Ratio Comparison

EPGCX has a 1.74% expense ratio, which is higher than AQEIX's 1.00% expense ratio.

Dividends

EPGCX vs. AQEIX - Dividend Comparison

EPGCX's dividend yield for the trailing twelve months is around 0.77%, less than AQEIX's 5.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AQEIX LKCM Aquinas Catholic Equity Fund	5.80%	5.98%	7.90%	2.63%	6.05%	12.61%	6.73%	10.98%	23.36%	8.24%	7.92%	7.69%
EPGCX Fidelity Advisor Equity Growth Fund Class C	0.77%	0.88%	0.00%	0.75%	2.99%	15.94%	14.57%	11.69%	8.45%	13.66%	7.31%	2.67%

Frequently Asked Questions

Can I hold both EPGCX and AQEIX in my portfolio?

EPGCX and AQEIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EPGCX or AQEIX?

EPGCX has higher volatility (4.17%) compared to AQEIX (2.95%). In terms of maximum drawdown, EPGCX dropped -65.66% vs AQEIX's -54.20%.

Which has better risk-adjusted returns?

EPGCX currently has the higher Sharpe Ratio (1.87 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.