Correlation
The correlation between FAEGX and FAIGX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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.
Performance
FAEGX vs. FAIGX - Performance Comparison
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Key characteristics
Returns By Period
FAEGX
-0.42%
7.31%
-2.02%
10.56%
16.98%
16.34%
15.24%
FAIGX
N/A
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.
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Dividends
FAEGX vs. FAIGX - Dividend Comparison
FAEGX's dividend yield for the trailing twelve months is around 13.22%, while FAIGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAEGX Fidelity Advisor Equity Growth Fund Class M | 13.22% | 13.17% | 0.58% | 2.34% | 13.01% | 12.18% | 9.80% | 7.24% | 12.32% | 6.48% | 2.40% |
FAIGX Fidelity Advisor Balanced Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.21% | 4.19% | 0.00% |
Drawdowns
FAEGX vs. FAIGX - Drawdown Comparison
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Volatility
FAEGX vs. FAIGX - Volatility Comparison
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