EQPGX vs. VITAX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
EQPGX is managed by Fidelity. It was launched on Nov 22, 1983. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQPGX or VITAX.
Correlation
The correlation between EQPGX and VITAX is 0.92, 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. VITAX - Performance Comparison
Key characteristics
EQPGX:
0.53
VITAX:
1.15
EQPGX:
0.77
VITAX:
1.59
EQPGX:
1.12
VITAX:
1.21
EQPGX:
0.76
VITAX:
1.70
EQPGX:
2.01
VITAX:
5.88
EQPGX:
4.98%
VITAX:
4.41%
EQPGX:
19.05%
VITAX:
22.59%
EQPGX:
-61.96%
VITAX:
-54.81%
EQPGX:
-9.59%
VITAX:
-0.48%
Returns By Period
In the year-to-date period, EQPGX achieves a 3.86% return, which is significantly higher than VITAX's 3.64% return. Over the past 10 years, EQPGX has underperformed VITAX with an annualized return of 9.35%, while VITAX has yielded a comparatively higher 20.69% annualized return.
EQPGX
3.86%
1.34%
-1.02%
10.38%
9.84%
9.35%
VITAX
3.64%
2.65%
11.66%
27.41%
19.97%
20.69%
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EQPGX vs. VITAX - Expense Ratio Comparison
EQPGX has a 0.71% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
EQPGX vs. VITAX — Risk-Adjusted Performance Rank
EQPGX
VITAX
EQPGX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class I (EQPGX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
EQPGX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.58%.
| 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
EQPGX vs. VITAX - Drawdown Comparison
The maximum EQPGX drawdown since its inception was -61.96%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for EQPGX and VITAX. For additional features, visit the drawdowns tool.
Volatility
EQPGX vs. VITAX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class I (EQPGX) is 5.22%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 7.93%. This indicates that EQPGX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.