EQPGX vs. RGAGX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQPGX or RGAGX.
Correlation
The correlation between EQPGX and RGAGX 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.
Performance
EQPGX vs. RGAGX - Performance Comparison
Key characteristics
EQPGX:
0.87
RGAGX:
1.01
EQPGX:
1.16
RGAGX:
1.27
EQPGX:
1.18
RGAGX:
1.22
EQPGX:
1.24
RGAGX:
0.78
EQPGX:
4.23
RGAGX:
5.18
EQPGX:
3.87%
RGAGX:
3.67%
EQPGX:
18.82%
RGAGX:
18.95%
EQPGX:
-61.96%
RGAGX:
-41.74%
EQPGX:
-13.13%
RGAGX:
-11.82%
Returns By Period
In the year-to-date period, EQPGX achieves a -0.21% return, which is significantly lower than RGAGX's 0.28% return. Over the past 10 years, EQPGX has outperformed RGAGX with an annualized return of 9.63%, while RGAGX has yielded a comparatively lower 6.80% annualized return.
EQPGX
-0.21%
-11.48%
-7.94%
16.10%
10.00%
9.63%
RGAGX
0.28%
-10.99%
-1.75%
19.15%
7.80%
6.80%
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EQPGX vs. RGAGX - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Risk-Adjusted Performance
EQPGX vs. RGAGX — Risk-Adjusted Performance Rank
EQPGX
RGAGX
EQPGX vs. RGAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
Dividends
EQPGX vs. RGAGX - Dividend Comparison
EQPGX has not paid dividends to shareholders, while RGAGX's dividend yield for the trailing twelve months is around 0.73%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.41% | 0.00% |
RGAGX American Funds The Growth Fund of America Class R-6 | 0.73% | 0.73% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% |
Drawdowns
EQPGX vs. RGAGX - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -61.96%, which is greater than RGAGX's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for EQPGX and RGAGX. For additional features, visit the drawdowns tool.
Volatility
EQPGX vs. RGAGX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class I (EQPGX) is 11.01%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 12.47%. This indicates that EQPGX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.