EQPGX vs. GXXIX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and abrdn U.S. Sustainable Leaders Fund (GXXIX).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000.
Performance
EQPGX vs. GXXIX - Performance Comparison
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EQPGX vs. GXXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | -5.41% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
GXXIX abrdn U.S. Sustainable Leaders Fund | -7.53% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
Returns By Period
In the year-to-date period, EQPGX achieves a -5.41% return, which is significantly higher than GXXIX's -7.53% return. Over the past 10 years, EQPGX has outperformed GXXIX with an annualized return of 17.05%, while GXXIX has yielded a comparatively lower 13.33% annualized return.
EQPGX
- 1D
- 4.31%
- 1M
- -5.34%
- YTD
- -5.41%
- 6M
- -4.89%
- 1Y
- 17.45%
- 3Y*
- 20.16%
- 5Y*
- 11.12%
- 10Y*
- 17.05%
GXXIX
- 1D
- 2.82%
- 1M
- -5.54%
- YTD
- -7.53%
- 6M
- -7.78%
- 1Y
- 2.72%
- 3Y*
- 5.62%
- 5Y*
- 9.27%
- 10Y*
- 13.33%
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EQPGX vs. GXXIX - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is lower than GXXIX's 0.97% expense ratio.
Return for Risk
EQPGX vs. GXXIX — Risk / Return Rank
EQPGX
GXXIX
EQPGX vs. GXXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and abrdn U.S. Sustainable Leaders Fund (GXXIX). 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 | GXXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.19 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.40 | +0.92 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.31 | +1.10 |
Martin ratioReturn relative to average drawdown | 4.96 | 1.15 | +3.80 |
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 | GXXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.19 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.34 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.56 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.60 | -0.01 |
Correlation
The correlation between EQPGX and GXXIX is 0.87, 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. GXXIX - Dividend Comparison
EQPGX's dividend yield for the trailing twelve months is around 0.55%, less than GXXIX's 2.48% 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% |
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.48% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
Drawdowns
EQPGX vs. GXXIX - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -62.00%, which is greater than GXXIX's maximum drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for EQPGX and GXXIX.
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Drawdown Indicators
| EQPGX | GXXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.00% | -33.65% | -28.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -11.78% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -33.65% | +3.84% |
Max Drawdown (10Y)Largest decline over 10 years | -31.11% | -33.65% | +2.54% |
Current DrawdownCurrent decline from peak | -8.80% | -10.87% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -13.80% | -6.20% | -7.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 3.14% | +0.49% |
Volatility
EQPGX vs. GXXIX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 7.77% compared to abrdn U.S. Sustainable Leaders Fund (GXXIX) at 5.20%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than GXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQPGX | GXXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 5.20% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | 9.27% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.83% | 16.73% | +5.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.16% | 27.78% | -7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 23.72% | -3.23% |