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.
Key characteristics
| FAEGX | FAGIX | |
|---|---|---|
| YTD Return | 31.87% | 12.11% |
| 1Y Return | 41.70% | 18.18% |
| 3Y Return (Ann) | 3.99% | 1.56% |
| 5Y Return (Ann) | 11.74% | 5.15% |
| 10Y Return (Ann) | 9.22% | 5.14% |
| Sharpe Ratio | 2.80 | 3.62 |
| Sortino Ratio | 3.65 | 5.54 |
| Omega Ratio | 1.50 | 1.82 |
| Calmar Ratio | 0.58 | 1.57 |
| Martin Ratio | 15.73 | 25.33 |
| Ulcer Index | 2.81% | 0.68% |
| Daily Std Dev | 15.72% | 4.81% |
| Max Drawdown | -95.89% | -37.80% |
| Current Drawdown | -66.33% | 0.00% |
Correlation
The correlation between FAEGX and FAGIX is 0.56, 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.
Performance
FAEGX vs. FAGIX - Performance Comparison
In the year-to-date period, FAEGX achieves a 31.87% return, which is significantly higher than FAGIX's 12.11% return. Over the past 10 years, FAEGX has outperformed FAGIX with an annualized return of 9.22%, while FAGIX has yielded a comparatively lower 5.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
FAEGX vs. FAGIX - Dividend Comparison
FAEGX has not paid dividends to shareholders, while FAGIX's dividend yield for the trailing twelve months is around 4.98%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAEGX Fidelity Advisor Equity Growth Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.40% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 4.98% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
FAEGX vs. FAGIX - Drawdown Comparison
The maximum FAEGX drawdown since its inception was -95.89%, 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. For additional features, visit the drawdowns tool.
Volatility
FAEGX vs. FAGIX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class M (FAEGX) has a higher volatility of 4.39% compared to Fidelity Capital & Income Fund (FAGIX) at 1.12%. 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.