EPGCX vs. FDGRX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class C (EPGCX) and Fidelity Growth Company Fund (FDGRX).
EPGCX is managed by Fidelity. It was launched on Nov 3, 1997. FDGRX is managed by Fidelity.
Performance
EPGCX vs. FDGRX - Performance Comparison
Loading graphics...
EPGCX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPGCX Fidelity Advisor Equity Growth Fund Class C | -5.64% | 13.38% | 9.87% | 34.16% | -25.24% | 21.72% | 42.18% | 32.59% | -0.65% | 33.80% |
FDGRX Fidelity Growth Company Fund | -2.70% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Returns By Period
In the year-to-date period, EPGCX achieves a -5.64% return, which is significantly lower than FDGRX's -2.70% return. Over the past 10 years, EPGCX has underperformed FDGRX with an annualized return of 14.04%, while FDGRX has yielded a comparatively higher 20.34% annualized return.
EPGCX
- 1D
- 4.27%
- 1M
- -5.46%
- YTD
- -5.64%
- 6M
- -5.36%
- 1Y
- 16.26%
- 3Y*
- 12.79%
- 5Y*
- 6.54%
- 10Y*
- 14.04%
FDGRX
- 1D
- 4.47%
- 1M
- -4.63%
- YTD
- -2.70%
- 6M
- -3.20%
- 1Y
- 31.14%
- 3Y*
- 25.93%
- 5Y*
- 12.63%
- 10Y*
- 20.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EPGCX vs. FDGRX - Expense Ratio Comparison
EPGCX has a 1.74% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Return for Risk
EPGCX vs. FDGRX — Risk / Return Rank
EPGCX
FDGRX
EPGCX vs. FDGRX - Risk-Adjusted Trends Comparison
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.
| EPGCX | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.31 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.88 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.12 | -0.82 |
Martin ratioReturn relative to average drawdown | 4.49 | 7.42 | -2.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EPGCX | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.31 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.53 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.88 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.67 | -0.23 |
Correlation
The correlation between EPGCX and FDGRX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EPGCX vs. FDGRX - Dividend Comparison
EPGCX's dividend yield for the trailing twelve months is around 0.93%, while FDGRX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPGCX Fidelity Advisor Equity Growth Fund Class C | 0.93% | 0.88% | 0.00% | 0.75% | 2.99% | 15.94% | 14.57% | 11.69% | 8.45% | 13.66% | 7.31% | 2.67% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.16% | 3.92% |
Drawdowns
EPGCX vs. FDGRX - Drawdown Comparison
The maximum EPGCX drawdown since its inception was -65.66%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for EPGCX and FDGRX.
Loading graphics...
Drawdown Indicators
| EPGCX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.66% | -71.62% | +5.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -13.07% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -33.74% | -40.25% | +6.51% |
Max Drawdown (10Y)Largest decline over 10 years | -33.74% | -40.25% | +6.51% |
Current DrawdownCurrent decline from peak | -12.38% | -8.69% | -3.69% |
Average DrawdownAverage peak-to-trough decline | -18.04% | -15.97% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 3.74% | +0.01% |
Volatility
EPGCX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class C (EPGCX) is 7.78%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 8.21%. 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.
Loading graphics...
Volatility by Period
| EPGCX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 8.21% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 13.34% | 15.30% | -1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.87% | 24.68% | -2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 23.97% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 23.33% | -2.29% |