EQPIX vs. SHXPX
EQPIX (Fidelity Advisor Equity Income Fund Class I) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. EQPIX charges 0.65%/yr vs 1.21%/yr for SHXPX.
Performance
EQPIX vs. SHXPX - Performance Comparison
Loading charts...
Returns By Period
EQPIX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SHXPX
- 1D
- 0.06%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EQPIX vs. SHXPX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EQPIX Fidelity Advisor Equity Income Fund Class I | 0.00% |
SHXPX American Beacon Shapiro Equity Opportunities Fund | 0.45% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EQPIX vs. SHXPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class I (EQPIX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Sharpe Ratios by Period
| EQPIX | SHXPX | Difference | |
|---|---|---|---|
Sharpe Ratio (All Time)Calculated using the full available price history | — | 23.86 | — |
Drawdowns
EQPIX vs. SHXPX - Drawdown Comparison
Loading charts...
Drawdown Indicators
| EQPIX | SHXPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | 0.00% | — |
Current DrawdownCurrent decline from peak | — | 0.00% | — |
Average DrawdownAverage peak-to-trough decline | — | 0.00% | — |
Volatility
EQPIX vs. SHXPX - Volatility Comparison
Loading charts...
Volatility by Period
| EQPIX | SHXPX | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | — | 2.38% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 2.38% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 2.38% | — |
EQPIX vs. SHXPX - Expense Ratio Comparison
EQPIX has a 0.65% expense ratio, which is lower than SHXPX's 1.21% expense ratio.
Dividends
EQPIX vs. SHXPX - Dividend Comparison
Neither EQPIX nor SHXPX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQPIX Fidelity Advisor Equity Income Fund Class I | 0.00% | 4.49% | 1.48% | 4.77% | 5.81% | 10.67% | 2.31% | 7.87% | 16.21% | 9.88% | 3.18% | 10.56% |
SHXPX American Beacon Shapiro Equity Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Find the right allocation for EQPIX and SHXPX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer