EQPGX vs. RGAGX

In the year-to-date period, EQPGX achieves a -7.84% return, which is significantly lower than RGAGX's -4.65% return. Over the past 10 years, EQPGX has outperformed RGAGX with an annualized return of 8.07%, while RGAGX has yielded a comparatively lower 5.44% annualized return.

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EQPGX has a 0.71% expense ratio, which is higher than RGAGX's 0.30% expense ratio.

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.

The current EQPGX Sharpe Ratio is -0.07, which is lower than the RGAGX Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of EQPGX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EQPGX has not paid dividends to shareholders, while RGAGX's dividend yield for the trailing twelve months is around 9.74%.

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.

Fidelity Advisor Equity Growth Fund Class I (EQPGX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 15.16% and 15.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.