EQPGX vs. MFEIX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and MFS Growth I (MFEIX).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
EQPGX vs. MFEIX - Performance Comparison
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EQPGX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | -4.21% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
MFEIX MFS Growth I | -9.55% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, EQPGX achieves a -4.21% return, which is significantly higher than MFEIX's -9.55% return. Over the past 10 years, EQPGX has outperformed MFEIX with an annualized return of 17.20%, while MFEIX has yielded a comparatively lower 15.98% annualized 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%
MFEIX
- 1D
- 0.86%
- 1M
- -3.96%
- YTD
- -9.55%
- 6M
- -10.27%
- 1Y
- 9.69%
- 3Y*
- 23.20%
- 5Y*
- 11.46%
- 10Y*
- 15.98%
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EQPGX vs. MFEIX - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
EQPGX vs. MFEIX — Risk / Return Rank
EQPGX
MFEIX
EQPGX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and MFS Growth I (MFEIX). 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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.48 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.85 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.12 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.67 | +0.87 |
Martin ratioReturn relative to average drawdown | 5.37 | 2.22 | +3.15 |
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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.48 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.53 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.76 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.42 | +0.18 |
Correlation
The correlation between EQPGX and MFEIX is 0.95, 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. MFEIX - Dividend Comparison
EQPGX's dividend yield for the trailing twelve months is around 0.55%, less than MFEIX's 16.58% 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% |
MFEIX MFS Growth I | 16.58% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
EQPGX vs. MFEIX - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -62.00%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for EQPGX and MFEIX.
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Drawdown Indicators
| EQPGX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.00% | -72.24% | +10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -17.30% | +4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -36.11% | +6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -31.11% | -36.11% | +5.00% |
Current DrawdownCurrent decline from peak | -7.64% | -13.40% | +5.76% |
Average DrawdownAverage peak-to-trough decline | -13.80% | -23.85% | +10.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 5.21% | -1.55% |
Volatility
EQPGX vs. MFEIX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 7.79% compared to MFS Growth I (MFEIX) at 7.02%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQPGX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 7.02% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 13.37% | 12.67% | +0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 21.86% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.16% | 21.92% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 21.19% | -0.70% |