FACGX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class C (FACGX) and Fidelity 500 Index Fund (FXAIX).
FACGX is managed by Fidelity. It was launched on Nov 3, 1997. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FACGX vs. FXAIX - Performance Comparison
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FACGX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FACGX Fidelity Advisor Growth Opportunities Fund Class C | -13.81% | 21.26% | 37.68% | 44.06% | -38.87% | 10.46% | 67.34% | 39.19% | 14.13% | 33.63% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FACGX achieves a -13.81% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, FACGX has outperformed FXAIX with an annualized return of 17.77%, while FXAIX has yielded a comparatively lower 13.75% annualized return.
FACGX
- 1D
- -1.17%
- 1M
- -10.00%
- YTD
- -13.81%
- 6M
- -12.65%
- 1Y
- 17.52%
- 3Y*
- 21.98%
- 5Y*
- 6.54%
- 10Y*
- 17.77%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FACGX vs. FXAIX - Expense Ratio Comparison
FACGX has a 1.80% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FACGX vs. FXAIX — Risk / Return Rank
FACGX
FXAIX
FACGX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class C (FACGX) and Fidelity 500 Index Fund (FXAIX). 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.
| FACGX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.84 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.30 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.05 | -0.19 |
Martin ratioReturn relative to average drawdown | 3.14 | 5.13 | -1.99 |
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
| FACGX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.84 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.68 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.77 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.75 | -0.34 |
Correlation
The correlation between FACGX and FXAIX is 0.89, 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
FACGX vs. FXAIX - Dividend Comparison
FACGX's dividend yield for the trailing twelve months is around 6.10%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FACGX Fidelity Advisor Growth Opportunities Fund Class C | 6.10% | 5.26% | 0.00% | 0.00% | 0.00% | 11.75% | 6.13% | 4.87% | 14.01% | 8.00% | 17.39% | 12.23% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FACGX vs. FXAIX - Drawdown Comparison
The maximum FACGX drawdown since its inception was -65.53%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FACGX and FXAIX.
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Drawdown Indicators
| FACGX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.53% | -33.79% | -31.74% |
Max Drawdown (1Y)Largest decline over 1 year | -16.45% | -12.13% | -4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -45.17% | -24.50% | -20.67% |
Max Drawdown (10Y)Largest decline over 10 years | -45.17% | -33.79% | -11.38% |
Current DrawdownCurrent decline from peak | -16.45% | -8.89% | -7.56% |
Average DrawdownAverage peak-to-trough decline | -16.21% | -3.83% | -12.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 2.50% | +2.01% |
Volatility
FACGX vs. FXAIX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class C (FACGX) has a higher volatility of 6.78% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FACGX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FACGX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 4.24% | +2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 14.05% | 9.08% | +4.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 18.13% | +5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 16.88% | +7.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 18.03% | +5.75% |