EQPIX vs. UPDDX

Last updated Jun 4, 2026

EQPIX (Fidelity Advisor Equity Income Fund Class I) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. EQPIX charges 0.65%/yr vs 2.57%/yr for UPDDX.

Performance

EQPIX vs. UPDDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Income Fund Class I (EQPIX) and Upright Growth & Income Fund (UPDDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EQPIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

UPDDX

• 1D: 1.73%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EQPIX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
EQPIX Fidelity Advisor Equity Income Fund Class I	0.00%
UPDDX Upright Growth & Income Fund	3.68%

Return for Risk

EQPIX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class I (EQPIX) and Upright Growth & Income Fund (UPDDX). 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.

Sharpe Ratios by Period

	EQPIX	UPDDX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	112.11	—

Drawdowns

Drawdown Indicators

	EQPIX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	—	-0.33%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-0.11%	—

Volatility

Volatility by Period

	EQPIX	UPDDX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	21.67%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.67%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.67%	—

EQPIX vs. UPDDX - Expense Ratio Comparison

EQPIX has a 0.65% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

EQPIX vs. UPDDX - Dividend Comparison

Neither EQPIX nor UPDDX 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%
UPDDX Upright Growth & Income 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%