FAEGX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class M (FAEGX) and Fidelity 500 Index Fund (FXAIX).
FAEGX is managed by Fidelity. It was launched on Sep 10, 1992. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FAEGX vs. FXAIX - Performance Comparison
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FAEGX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAEGX Fidelity Advisor Equity Growth Fund Class M | -5.52% | 13.98% | 14.72% | 34.88% | -24.83% | 22.39% | 43.02% | 33.25% | -0.19% | 34.52% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FAEGX achieves a -5.52% return, which is significantly lower than FXAIX's -4.34% return. Over the past 10 years, FAEGX has outperformed FXAIX with an annualized return of 15.08%, while FXAIX has yielded a comparatively lower 14.08% annualized return.
FAEGX
- 1D
- 4.29%
- 1M
- -5.39%
- YTD
- -5.52%
- 6M
- -5.14%
- 1Y
- 16.86%
- 3Y*
- 14.86%
- 5Y*
- 7.94%
- 10Y*
- 15.08%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FAEGX vs. FXAIX - Expense Ratio Comparison
FAEGX has a 1.21% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FAEGX vs. FXAIX — Risk / Return Rank
FAEGX
FXAIX
FAEGX vs. FXAIX - 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 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.97 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.49 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.52 | -0.16 |
Martin ratioReturn relative to average drawdown | 4.71 | 7.30 | -2.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FAEGX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.97 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.78 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.76 | -0.25 |
Correlation
The correlation between FAEGX and FXAIX is 0.92, 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. FXAIX - Dividend Comparison
FAEGX's dividend yield for the trailing twelve months is around 0.69%, less than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAEGX Fidelity Advisor Equity Growth Fund Class M | 0.69% | 0.65% | 0.00% | 0.58% | 2.34% | 13.01% | 12.18% | 9.80% | 7.24% | 12.32% | 6.48% | 2.40% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FAEGX vs. FXAIX - Drawdown Comparison
The maximum FAEGX drawdown since its inception was -63.85%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FAEGX and FXAIX.
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Drawdown Indicators
| FAEGX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.85% | -33.79% | -30.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -12.13% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -31.02% | -24.50% | -6.52% |
Max Drawdown (10Y)Largest decline over 10 years | -31.16% | -33.79% | +2.63% |
Current DrawdownCurrent decline from peak | -9.01% | -6.23% | -2.78% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -3.83% | -12.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.53% | +1.16% |
Volatility
FAEGX vs. FXAIX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class M (FAEGX) has a higher volatility of 7.78% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FAEGX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAEGX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 5.34% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 9.53% | +3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 18.32% | +3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.80% | 16.92% | +3.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.80% | 18.05% | +2.75% |