Correlation
The correlation between FAEGX and FAGIX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FAEGX vs. FAGIX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Fidelity Capital & Income Fund (FAGIX).
FAEGX is managed by Fidelity. It was launched on Sep 10, 1992. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAEGX or FAGIX.
Performance
FAEGX vs. FAGIX - Performance Comparison
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Key characteristics
FAEGX:
0.37
FAGIX:
1.05
FAEGX:
0.66
FAGIX:
1.41
FAEGX:
1.09
FAGIX:
1.20
FAEGX:
0.36
FAGIX:
0.98
FAEGX:
1.22
FAGIX:
3.69
FAEGX:
6.78%
FAGIX:
1.92%
FAEGX:
22.87%
FAGIX:
7.03%
FAEGX:
-63.80%
FAGIX:
-37.80%
FAEGX:
-6.95%
FAGIX:
-1.14%
Returns By Period
In the year-to-date period, FAEGX achieves a -1.96% return, which is significantly lower than FAGIX's 1.29% return. Over the past 10 years, FAEGX has outperformed FAGIX with an annualized return of 15.11%, while FAGIX has yielded a comparatively lower 6.19% annualized return.
FAEGX
-1.96%
7.63%
-2.54%
7.39%
18.32%
16.32%
15.11%
FAGIX
1.29%
2.83%
0.50%
7.08%
8.28%
9.02%
6.19%
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FAEGX vs. FAGIX - Expense Ratio Comparison
FAEGX has a 1.21% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FAEGX vs. FAGIX — Risk-Adjusted Performance Rank
FAEGX
FAGIX
FAEGX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Fidelity Capital & Income Fund (FAGIX). 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.
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Dividends
FAEGX vs. FAGIX - Dividend Comparison
FAEGX's dividend yield for the trailing twelve months is around 13.43%, more than FAGIX's 4.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAEGX Fidelity Advisor Equity Growth Fund Class M | 13.43% | 13.17% | 0.58% | 2.34% | 13.01% | 12.18% | 9.80% | 7.24% | 12.32% | 6.48% | 2.40% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 4.92% | 5.03% | 5.29% | 11.37% | 6.55% | 4.88% | 5.00% | 7.39% | 5.05% | 4.12% | 5.01% | 8.08% |
Drawdowns
FAEGX vs. FAGIX - Drawdown Comparison
The maximum FAEGX drawdown since its inception was -63.80%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FAEGX and FAGIX.
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Volatility
FAEGX vs. FAGIX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class M (FAEGX) has a higher volatility of 5.24% compared to Fidelity Capital & Income Fund (FAGIX) at 1.74%. This indicates that FAEGX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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