EPGCX vs. FDGRX

In the year-to-date period, EPGCX achieves a -0.64% return, which is significantly higher than FDGRX's -3.07% return. Over the past 10 years, EPGCX has underperformed FDGRX with an annualized return of 15.26%, while FDGRX has yielded a comparatively higher 17.72% annualized return.

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EPGCX has a 1.74% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class C (EPGCX) and Fidelity Growth Company Fund (FDGRX). 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 EPGCX Sharpe Ratio is 0.43, which is comparable to the FDGRX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of EPGCX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EPGCX's dividend yield for the trailing twelve months is around 17.81%, more than FDGRX's 9.14% yield.

The maximum EPGCX drawdown since its inception was -65.61%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for EPGCX and FDGRX.

The current volatility for Fidelity Advisor Equity Growth Fund Class C (EPGCX) is 5.48%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.17%. This indicates that EPGCX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.