FAEGX vs. FAGOX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Fidelity Advisor Growth Opportunities Fund Class M (FAGOX).
FAEGX is managed by Fidelity. It was launched on Sep 10, 1992. FAGOX is managed by Fidelity. It was launched on Nov 18, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAEGX or FAGOX.
Key characteristics
| FAEGX | FAGOX | |
|---|---|---|
| YTD Return | 31.87% | 39.30% |
| 1Y Return | 41.70% | 53.71% |
| 3Y Return (Ann) | 3.99% | 1.52% |
| 5Y Return (Ann) | 11.74% | 15.43% |
| 10Y Return (Ann) | 9.22% | 10.94% |
| Sharpe Ratio | 2.80 | 2.85 |
| Sortino Ratio | 3.65 | 3.62 |
| Omega Ratio | 1.50 | 1.51 |
| Calmar Ratio | 0.58 | 1.75 |
| Martin Ratio | 15.73 | 16.44 |
| Ulcer Index | 2.81% | 3.44% |
| Daily Std Dev | 15.72% | 19.79% |
| Max Drawdown | -95.89% | -65.31% |
| Current Drawdown | -66.33% | 0.00% |
Correlation
The correlation between FAEGX and FAGOX is 0.91, 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.
Performance
FAEGX vs. FAGOX - Performance Comparison
In the year-to-date period, FAEGX achieves a 31.87% return, which is significantly lower than FAGOX's 39.30% return. Over the past 10 years, FAEGX has underperformed FAGOX with an annualized return of 9.22%, while FAGOX has yielded a comparatively higher 10.94% 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. FAGOX - Expense Ratio Comparison
FAEGX has a 1.21% expense ratio, which is lower than FAGOX's 1.28% expense ratio.
Risk-Adjusted Performance
FAEGX vs. FAGOX - 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 Advisor Growth Opportunities Fund Class M (FAGOX). 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. FAGOX - Dividend Comparison
Neither FAEGX nor FAGOX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FAEGX vs. FAGOX - Drawdown Comparison
The maximum FAEGX drawdown since its inception was -95.89%, which is greater than FAGOX's maximum drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for FAEGX and FAGOX. For additional features, visit the drawdowns tool.
Volatility
FAEGX vs. FAGOX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class M (FAEGX) is 4.39%, while Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a volatility of 5.43%. This indicates that FAEGX experiences smaller price fluctuations and is considered to be less risky than FAGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.