FAGAX vs. CMTFX
FAGAX (Fidelity Advisor Growth Opportunities Fund Class A) and CMTFX (Columbia Global Technology Growth Fund) are both mutual funds - FAGAX is a Large Cap Growth Equities fund actively managed by Fidelity, while CMTFX is a Technology Equities fund managed by Columbia. Over the past 10 years, FAGAX returned 21.15%/yr vs 23.26%/yr for CMTFX. Their correlation of 0.90 means they have usually moved in the same direction. FAGAX charges 0.96%/yr vs 0.92%/yr for CMTFX.
Performance
FAGAX vs. CMTFX - Performance Comparison
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Returns By Period
In the year-to-date period, FAGAX achieves a 11.64% return, which is significantly lower than CMTFX's 21.18% return. Over the past 10 years, FAGAX has underperformed CMTFX with an annualized return of 21.15%, while CMTFX has yielded a comparatively higher 23.26% annualized return.
FAGAX
- 1D
- 2.85%
- 1M
- -1.52%
- 6M
- 13.96%
- YTD
- 11.64%
- 1Y
- 20.05%
- 3Y*
- 27.23%
- 5Y*
- 10.54%
- 10Y*
- 21.15%
- ALL TIME*
- 10.71%
CMTFX
- 1D
- 1.72%
- 1M
- -1.57%
- 6M
- 21.35%
- YTD
- 21.18%
- 1Y
- 33.27%
- 3Y*
- 30.77%
- 5Y*
- 16.86%
- 10Y*
- 23.26%
- ALL TIME*
- 12.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FAGAX vs. CMTFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 11.64% | 22.17% | 38.71% | 45.14% | -38.40% | 11.31% | 68.60% | 40.26% | 14.87% | 34.66% |
CMTFX Columbia Global Technology Growth Fund | 21.18% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
Correlation
The correlation between FAGAX and CMTFX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2000 | 0.90 |
The correlation between FAGAX and CMTFX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
FAGAX vs. CMTFX — Risk / Return Rank
FAGAX
CMTFX
FAGAX vs. CMTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Columbia Global Technology Growth Fund (CMTFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FAGAX | CMTFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.24 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.40 | 2.39 | -0.99 |
| Martin ratioReturn relative to average drawdown | 4.79 | 7.54 | -2.76 |
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Drawdowns
FAGAX vs. CMTFX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, roughly equal to the maximum CMTFX drawdown of -68.28%. Use the drawdown chart below to compare losses from any high point for FAGAX and CMTFX.
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Drawdown Indicators
| FAGAX | CMTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -68.28% | +3.04% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -15.19% | -1.00% |
Max Drawdown (3Y)Largest decline over 3 years | -26.62% | -26.63% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -44.70% | -39.42% | -5.28% |
Max Drawdown (10Y)Largest decline over 10 years | -44.70% | -39.42% | -5.28% |
Current DrawdownCurrent decline from peak | -4.46% | -8.33% | +3.87% |
Average DrawdownAverage peak-to-trough decline | -15.14% | -16.23% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 4.81% | -0.07% |
Volatility
FAGAX vs. CMTFX - Volatility Comparison
The current volatility for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) is 8.38%, while Columbia Global Technology Growth Fund (CMTFX) has a volatility of 10.14%. This indicates that FAGAX experiences smaller price fluctuations and is considered to be less risky than CMTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGAX | CMTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.38% | 10.14% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 18.01% | 22.53% | -4.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 26.35% | -4.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.35% | 26.93% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.12% | 25.28% | -1.16% |
FAGAX vs. CMTFX - Expense Ratio Comparison
FAGAX has a 0.96% expense ratio, which is higher than CMTFX's 0.92% expense ratio.
Dividends
FAGAX vs. CMTFX - Dividend Comparison
FAGAX's dividend yield for the trailing twelve months is around 3.68%, more than CMTFX's 2.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 2.55% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 3.68% | 4.11% | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% |
Frequently Asked Questions
With a correlation of 0.93, FAGAX and CMTFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CMTFX has higher volatility (10.14%) compared to FAGAX (8.38%). In terms of maximum drawdown, FAGAX dropped -65.24% vs CMTFX's -68.28%.
CMTFX currently has the higher Sharpe Ratio (1.38 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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