FAEGX vs. FAIGX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Fidelity Advisor Balanced Fund Class M (FAIGX).
FAEGX is managed by Fidelity. It was launched on Sep 10, 1992. FAIGX is managed by Fidelity. It was launched on Jan 6, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAEGX or FAIGX.
Correlation
The correlation between FAEGX and FAIGX is 0.87, 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. FAIGX - Performance Comparison
Key characteristics
Returns By Period
FAEGX
4.98%
2.17%
0.81%
14.52%
9.88%
8.33%
FAIGX
N/A
N/A
N/A
N/A
N/A
N/A
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FAEGX vs. FAIGX - Expense Ratio Comparison
FAEGX has a 1.21% expense ratio, which is higher than FAIGX's 1.06% expense ratio.
Risk-Adjusted Performance
FAEGX vs. FAIGX — Risk-Adjusted Performance Rank
FAEGX
FAIGX
FAEGX vs. FAIGX - 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 Balanced Fund Class M (FAIGX). 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. FAIGX - Dividend Comparison
Neither FAEGX nor FAIGX has paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 2.40% | 0.00% |
Fidelity Advisor Balanced Fund Class M | 3.58% | 3.58% | 1.14% | 0.79% | 0.22% | 0.70% | 1.05% | 1.08% | 0.97% | 0.95% | 5.39% | 8.02% |
Drawdowns
FAEGX vs. FAIGX - Drawdown Comparison
Volatility
FAEGX vs. FAIGX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class M (FAEGX) has a higher volatility of 13.22% compared to Fidelity Advisor Balanced Fund Class M (FAIGX) at 0.00%. This indicates that FAEGX's price experiences larger fluctuations and is considered to be riskier than FAIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.