EPGCX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class C (EPGCX) and Fidelity Large Cap Growth Index Fund (FSPGX).
EPGCX is managed by Fidelity. It was launched on Nov 3, 1997. FSPGX is managed by Fidelity.
Performance
EPGCX vs. FSPGX - Performance Comparison
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EPGCX vs. FSPGX - 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% | 32.65% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, EPGCX achieves a -5.64% return, which is significantly higher than FSPGX's -9.77% 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%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
- —
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EPGCX vs. FSPGX - Expense Ratio Comparison
EPGCX has a 1.74% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
EPGCX vs. FSPGX — Risk / Return Rank
EPGCX
FSPGX
EPGCX vs. FSPGX - 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 Large Cap Growth Index Fund (FSPGX). 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 | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.84 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.36 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.17 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.49 | 4.02 | +0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EPGCX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.84 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.58 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.80 | -0.37 |
Correlation
The correlation between EPGCX and FSPGX is 0.97, 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. FSPGX - Dividend Comparison
EPGCX's dividend yield for the trailing twelve months is around 0.93%, more than FSPGX's 0.38% yield.
| 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% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
EPGCX vs. FSPGX - Drawdown Comparison
The maximum EPGCX drawdown since its inception was -65.66%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for EPGCX and FSPGX.
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Drawdown Indicators
| EPGCX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.66% | -32.66% | -33.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -16.17% | +3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -33.74% | -32.66% | -1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -33.74% | — | — |
Current DrawdownCurrent decline from peak | -12.38% | -13.03% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -18.04% | -6.43% | -11.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 4.70% | -0.95% |
Volatility
EPGCX vs. FSPGX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class C (EPGCX) has a higher volatility of 7.78% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.71%. This indicates that EPGCX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPGCX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 6.71% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.34% | 12.37% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.87% | 22.58% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 21.52% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 21.66% | -0.62% |