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FAEGX vs. FAIGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

FAEGX vs. FAIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Fidelity Advisor Balanced Fund Class M (FAIGX). The values are adjusted to include any dividend payments, if applicable.

900.00%1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%AugustSeptemberOctoberNovemberDecember2025
1,233.33%
978.79%
FAEGX
FAIGX

Key characteristics

Returns By Period


FAEGX

YTD

4.98%

1M

2.17%

6M

0.81%

1Y

14.52%

5Y*

9.88%

10Y*

8.33%

FAIGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FAEGX vs. FAIGX - Expense Ratio Comparison

FAEGX has a 1.21% expense ratio, which is higher than FAIGX's 1.06% expense ratio.


FAEGX
Fidelity Advisor Equity Growth Fund Class M
Expense ratio chart for FAEGX: current value at 1.21% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.21%
Expense ratio chart for FAIGX: current value at 1.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.06%

Risk-Adjusted Performance

FAEGX vs. FAIGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FAEGX
The Risk-Adjusted Performance Rank of FAEGX is 4343
Overall Rank
The Sharpe Ratio Rank of FAEGX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of FAEGX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of FAEGX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of FAEGX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of FAEGX is 4444
Martin Ratio Rank

FAIGX
The Risk-Adjusted Performance Rank of FAIGX is 8888
Overall Rank
The Sharpe Ratio Rank of FAIGX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of FAIGX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of FAIGX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FAIGX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FAIGX is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FAEGX, currently valued at 0.80, compared to the broader market-1.000.001.002.003.004.000.801.80
The chart of Sortino ratio for FAEGX, currently valued at 1.06, compared to the broader market0.005.0010.001.062.59
The chart of Omega ratio for FAEGX, currently valued at 1.18, compared to the broader market1.002.003.004.001.181.38
The chart of Calmar ratio for FAEGX, currently valued at 1.06, compared to the broader market0.005.0010.0015.0020.001.062.61
The chart of Martin ratio for FAEGX, currently valued at 3.44, compared to the broader market0.0020.0040.0060.0080.003.4410.32
FAEGX
FAIGX


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
0.80
1.80
FAEGX
FAIGX

Dividends

FAEGX vs. FAIGX - Dividend Comparison

Neither FAEGX nor FAIGX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
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%0.00%2.40%0.00%
FAIGX
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


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-10.61%
-0.89%
FAEGX
FAIGX

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.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%AugustSeptemberOctoberNovemberDecember2025
13.22%
0
FAEGX
FAIGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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