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FAGAX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FAGAX and AGTHX 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.


-0.50.00.51.00.9

Performance

FAGAX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

500.00%1,000.00%1,500.00%2,000.00%JulyAugustSeptemberOctoberNovemberDecember
754.23%
1,792.15%
FAGAX
AGTHX

Key characteristics

Sharpe Ratio

FAGAX:

2.03

AGTHX:

1.04

Sortino Ratio

FAGAX:

2.67

AGTHX:

1.30

Omega Ratio

FAGAX:

1.36

AGTHX:

1.23

Calmar Ratio

FAGAX:

1.51

AGTHX:

1.36

Martin Ratio

FAGAX:

11.96

AGTHX:

8.02

Ulcer Index

FAGAX:

3.46%

AGTHX:

2.46%

Daily Std Dev

FAGAX:

20.42%

AGTHX:

19.07%

Max Drawdown

FAGAX:

-65.24%

AGTHX:

-65.35%

Current Drawdown

FAGAX:

-4.25%

AGTHX:

-11.92%

Returns By Period

In the year-to-date period, FAGAX achieves a 39.46% return, which is significantly higher than AGTHX's 18.56% return. Both investments have delivered pretty close results over the past 10 years, with FAGAX having a 12.22% annualized return and AGTHX not far ahead at 12.51%.


FAGAX

YTD

39.46%

1M

2.54%

6M

10.78%

1Y

40.35%

5Y*

14.23%

10Y*

12.22%

AGTHX

YTD

18.56%

1M

-6.74%

6M

1.39%

1Y

18.80%

5Y*

12.52%

10Y*

12.51%

Compare stocks, funds, or ETFs

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


FAGAX vs. AGTHX - Expense Ratio Comparison

FAGAX has a 1.04% expense ratio, which is higher than AGTHX's 0.61% expense ratio.


FAGAX
Fidelity Advisor Growth Opportunities Fund Class A
Expense ratio chart for FAGAX: current value at 1.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.04%
Expense ratio chart for AGTHX: current value at 0.61% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.61%

Risk-Adjusted Performance

FAGAX vs. AGTHX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and American Funds The Growth Fund of America Class A (AGTHX). 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 FAGAX, currently valued at 2.03, compared to the broader market-1.000.001.002.003.004.002.031.04
The chart of Sortino ratio for FAGAX, currently valued at 2.67, compared to the broader market-2.000.002.004.006.008.0010.002.671.30
The chart of Omega ratio for FAGAX, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.003.501.361.23
The chart of Calmar ratio for FAGAX, currently valued at 1.51, compared to the broader market0.005.0010.0015.001.511.36
The chart of Martin ratio for FAGAX, currently valued at 11.96, compared to the broader market0.0020.0040.0060.0011.968.02
FAGAX
AGTHX

The current FAGAX Sharpe Ratio is 2.03, which is higher than the AGTHX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of FAGAX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
2.03
1.04
FAGAX
AGTHX

Dividends

FAGAX vs. AGTHX - Dividend Comparison

Neither FAGAX nor AGTHX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FAGAX
Fidelity Advisor Growth Opportunities Fund Class A
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%11.12%0.00%0.00%
AGTHX
American Funds The Growth Fund of America Class A
0.00%6.81%0.75%8.18%4.55%7.89%12.71%7.54%6.61%8.87%9.90%6.71%

Drawdowns

FAGAX vs. AGTHX - Drawdown Comparison

The maximum FAGAX drawdown since its inception was -65.24%, roughly equal to the maximum AGTHX drawdown of -65.35%. Use the drawdown chart below to compare losses from any high point for FAGAX and AGTHX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.25%
-11.92%
FAGAX
AGTHX

Volatility

FAGAX vs. AGTHX - Volatility Comparison

The current volatility for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) is 5.83%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 12.78%. This indicates that FAGAX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.83%
12.78%
FAGAX
AGTHX
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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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