FAEGX vs. SBLGX

In the year-to-date period, FAEGX achieves a 32.18% return, which is significantly higher than SBLGX's 23.96% return. Over the past 10 years, FAEGX has outperformed SBLGX with an annualized return of 9.16%, while SBLGX has yielded a comparatively lower 7.49% annualized return.

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FAEGX has a 1.21% expense ratio, which is higher than SBLGX's 0.99% expense ratio.

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

The current FAEGX Sharpe Ratio is 2.01, which is higher than the SBLGX Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of FAEGX and SBLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FAEGX nor SBLGX has paid dividends to shareholders.

The maximum FAEGX drawdown since its inception was -63.80%, which is greater than SBLGX's maximum drawdown of -53.70%. Use the drawdown chart below to compare losses from any high point for FAEGX and SBLGX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Equity Growth Fund Class M (FAEGX) is 4.30%, while ClearBridge Large Cap Growth Fund (SBLGX) has a volatility of 7.25%. This indicates that FAEGX experiences smaller price fluctuations and is considered to be less risky than SBLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.