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.
Performance
EQPGX vs. RGAGX - Performance Comparison
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EQPGX vs. RGAGX - 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.02% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, EQPGX achieves a -4.21% return, which is significantly higher than RGAGX's -7.02% return. Over the past 10 years, EQPGX has outperformed RGAGX with an annualized return of 17.20%, while RGAGX has yielded a comparatively lower 14.86% 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%
RGAGX
- 1D
- 1.05%
- 1M
- -4.01%
- YTD
- -7.02%
- 6M
- -6.46%
- 1Y
- 17.22%
- 3Y*
- 21.05%
- 5Y*
- 9.52%
- 10Y*
- 14.86%
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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.
Return for Risk
EQPGX vs. RGAGX — Risk / Return Rank
EQPGX
RGAGX
EQPGX vs. RGAGX - Risk-Adjusted Trends 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.
| EQPGX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.88 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.40 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.40 | +0.13 |
Martin ratioReturn relative to average drawdown | 5.37 | 5.24 | +0.13 |
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 | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.88 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.47 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.76 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.80 | -0.21 |
Correlation
The correlation between EQPGX and RGAGX 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. RGAGX - Dividend Comparison
EQPGX's dividend yield for the trailing twelve months is around 0.55%, less than RGAGX's 11.82% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.82% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
EQPGX vs. RGAGX - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -62.00%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for EQPGX and RGAGX.
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Drawdown Indicators
| EQPGX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.00% | -36.19% | -25.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -13.71% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -36.19% | +6.38% |
Max Drawdown (10Y)Largest decline over 10 years | -31.11% | -36.19% | +5.08% |
Current DrawdownCurrent decline from peak | -7.64% | -9.70% | +2.06% |
Average DrawdownAverage peak-to-trough decline | -13.80% | -5.53% | -8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.67% | -0.01% |
Volatility
EQPGX vs. RGAGX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a higher volatility of 7.79% compared to American Funds The Growth Fund of America Class R-6 (RGAGX) at 6.78%. This indicates that EQPGX's price experiences larger fluctuations and is considered to be riskier than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQPGX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 6.78% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.37% | 12.17% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 21.02% | +0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.16% | 20.22% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 19.64% | +0.85% |