FAEGX vs. FIFNX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Fidelity Founders Fund (FIFNX).

FAEGX is managed by Fidelity. It was launched on Sep 10, 1992. FIFNX is managed by Fidelity. It was launched on Feb 14, 2019.

Performance

FAEGX vs. FIFNX - 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 Founders Fund (FIFNX). The values are adjusted to include any dividend payments, if applicable.

FAEGX vs. FIFNX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
FAEGX Fidelity Advisor Equity Growth Fund Class M	-9.41%	13.98%	14.72%	34.88%	-24.83%	22.39%	43.02%	18.26%
FIFNX Fidelity Founders Fund	-10.12%	16.34%	36.44%	33.95%	-26.69%	19.00%	47.20%	13.95%

Returns By Period

In the year-to-date period, FAEGX achieves a -9.41% return, which is significantly higher than FIFNX's -10.12% return.

FAEGX

• 1D: -0.82%
• 1M: -9.03%
• YTD: -9.41%
• 6M: -8.79%
• 1Y: 12.76%
• 3Y*: 13.27%
• 5Y*: 7.40%
• 10Y*: 14.59%

FIFNX

• 1D: -0.33%
• 1M: -10.05%
• YTD: -10.12%
• 6M: -10.79%
• 1Y: 12.87%
• 3Y*: 19.99%
• 5Y*: 10.01%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FAEGX vs. FIFNX - Expense Ratio Comparison

FAEGX has a 1.21% expense ratio, which is higher than FIFNX's 0.90% expense ratio.

FAEGX

Fidelity Advisor Equity Growth Fund Class M

FIFNX

Fidelity Founders Fund

Return for Risk

FAEGX vs. FIFNX — Risk / Return Rank

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

FAEGX

FAEGX Risk / Return Rank: 26
FAEGX Sharpe Ratio Rank: 24
FAEGX Sortino Ratio Rank: 26
FAEGX Omega Ratio Rank: 25
FAEGX Calmar Ratio Rank: 27
FAEGX Martin Ratio Rank: 25

FIFNX

FIFNX Risk / Return Rank: 27
FIFNX Sharpe Ratio Rank: 26
FIFNX Sortino Ratio Rank: 28
FIFNX Omega Ratio Rank: 29
FIFNX Calmar Ratio Rank: 26
FIFNX Martin Ratio Rank: 27

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FAEGX vs. FIFNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Fidelity Founders Fund (FIFNX). 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.

	FAEGX	FIFNX	Difference
Sharpe ratio Return per unit of total volatility	0.59	0.61	-0.02
Sortino ratio Return per unit of downside risk	0.97	1.01	-0.03
Omega ratio Gain probability vs. loss probability	1.14	1.15	-0.01
Calmar ratio Return relative to maximum drawdown	0.77	0.75	+0.02
Martin ratio Return relative to average drawdown	2.71	2.95	-0.23
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FAEGX vs. FIFNX - Sharpe Ratio Comparison

The current FAEGX Sharpe Ratio is 0.59, which is comparable to the FIFNX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of FAEGX and FIFNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FAEGX	FIFNX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.59	0.61	-0.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.36	0.48	-0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.71	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.69	-0.18

Correlation

The correlation between FAEGX and FIFNX is 0.95, 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.

Dividends

FAEGX vs. FIFNX - Dividend Comparison

FAEGX's dividend yield for the trailing twelve months is around 0.72%, less than FIFNX's 2.68% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FAEGX Fidelity Advisor Equity Growth Fund Class M	0.72%	0.65%	0.00%	0.58%	2.34%	13.01%	12.18%	9.80%	7.24%	12.32%	6.48%	2.40%
FIFNX Fidelity Founders Fund	2.68%	2.40%	6.31%	0.11%	2.54%	6.17%	0.00%	0.09%	0.00%	0.00%	0.00%	0.00%

Drawdowns

FAEGX vs. FIFNX - Drawdown Comparison

The maximum FAEGX drawdown since its inception was -63.85%, which is greater than FIFNX's maximum drawdown of -32.52%. Use the drawdown chart below to compare losses from any high point for FAEGX and FIFNX.

Drawdown Indicators

	FAEGX	FIFNX	Difference
Max Drawdown Largest peak-to-trough decline	-63.85%	-32.52%	-31.33%
Max Drawdown (1Y) Largest decline over 1 year	-12.79%	-13.04%	+0.25%
Max Drawdown (5Y) Largest decline over 5 years	-31.02%	-32.52%	+1.50%
Max Drawdown (10Y) Largest decline over 10 years	-31.16%	—	—
Current Drawdown Current decline from peak	-12.75%	-12.27%	-0.48%
Average Drawdown Average peak-to-trough decline	-16.23%	-8.14%	-8.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.65%	3.34%	+0.31%

Volatility

FAEGX vs. FIFNX - Volatility Comparison

Fidelity Advisor Equity Growth Fund Class M (FAEGX) has a higher volatility of 6.26% compared to Fidelity Founders Fund (FIFNX) at 5.47%. This indicates that FAEGX's price experiences larger fluctuations and is considered to be riskier than FIFNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FAEGX	FIFNX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.26%	5.47%	+0.79%
Volatility (6M) Calculated over the trailing 6-month period	12.66%	10.67%	+1.99%
Volatility (1Y) Calculated over the trailing 1-year period	21.48%	20.79%	+0.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.72%	21.14%	-0.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.76%	22.67%	-1.91%