EQPGX vs. FNILX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Fidelity ZERO Large Cap Index Fund (FNILX).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. FNILX is managed by Fidelity.
Performance
EQPGX vs. FNILX - Performance Comparison
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EQPGX vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | -4.21% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | -15.26% |
FNILX Fidelity ZERO Large Cap Index Fund | -3.93% | 17.81% | 25.47% | 27.45% | -19.37% | 26.67% | 21.13% | 31.79% | -13.60% |
Returns By Period
In the year-to-date period, EQPGX achieves a -4.21% return, which is significantly lower than FNILX's -3.93% return.
EQPGX
- 1D
- 1.27%
- 1M
- -2.67%
- YTD
- -4.21%
- 6M
- -4.04%
- 1Y
- 17.96%
- 3Y*
- 20.66%
- 5Y*
- 11.40%
- 10Y*
- 17.20%
FNILX
- 1D
- 0.69%
- 1M
- -3.42%
- YTD
- -3.93%
- 6M
- -2.01%
- 1Y
- 17.26%
- 3Y*
- 18.84%
- 5Y*
- 11.68%
- 10Y*
- —
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EQPGX vs. FNILX - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Return for Risk
EQPGX vs. FNILX — Risk / Return Rank
EQPGX
FNILX
EQPGX vs. FNILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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.
| EQPGX | FNILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.98 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.50 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.52 | +0.01 |
Martin ratioReturn relative to average drawdown | 5.37 | 7.16 | -1.79 |
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
| EQPGX | FNILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.98 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.68 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.66 | -0.06 |
Correlation
The correlation between EQPGX and FNILX is 0.94, 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
EQPGX vs. FNILX - Dividend Comparison
EQPGX's dividend yield for the trailing twelve months is around 0.55%, less than FNILX's 1.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.55% | 0.52% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.05% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
EQPGX vs. FNILX - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -62.00%, which is greater than FNILX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for EQPGX and FNILX.
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Drawdown Indicators
| EQPGX | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.00% | -33.76% | -28.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -9.01% | -3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -25.40% | -4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -31.11% | — | — |
Current DrawdownCurrent decline from peak | -7.64% | -5.71% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -13.80% | -5.47% | -8.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.59% | +1.07% |
Volatility
EQPGX vs. FNILX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 7.79% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 5.36%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQPGX | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 5.36% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 13.37% | 9.60% | +3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 18.45% | +3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.16% | 17.26% | +2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 20.19% | +0.30% |