FAGAX vs. DTGRX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and BNY Mellon Technology Growth Fund (DTGRX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996. DTGRX is managed by BNY Mellon. It was launched on Oct 12, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGAX or DTGRX.
Correlation
The correlation between FAGAX and DTGRX is 0.86, 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.
Performance
FAGAX vs. DTGRX - Performance Comparison
Key characteristics
FAGAX:
2.03
DTGRX:
1.24
FAGAX:
2.67
DTGRX:
1.72
FAGAX:
1.36
DTGRX:
1.23
FAGAX:
1.51
DTGRX:
0.73
FAGAX:
11.96
DTGRX:
6.12
FAGAX:
3.46%
DTGRX:
4.60%
FAGAX:
20.42%
DTGRX:
22.66%
FAGAX:
-65.24%
DTGRX:
-83.23%
FAGAX:
-4.25%
DTGRX:
-17.40%
Returns By Period
In the year-to-date period, FAGAX achieves a 39.46% return, which is significantly higher than DTGRX's 26.91% return. Over the past 10 years, FAGAX has outperformed DTGRX with an annualized return of 12.22%, while DTGRX has yielded a comparatively lower 4.86% annualized return.
FAGAX
39.46%
2.54%
10.78%
40.35%
14.23%
12.22%
DTGRX
26.91%
2.07%
4.12%
27.16%
10.38%
4.86%
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FAGAX vs. DTGRX - Expense Ratio Comparison
FAGAX has a 1.04% expense ratio, which is lower than DTGRX's 1.16% expense ratio.
Risk-Adjusted Performance
FAGAX vs. DTGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and BNY Mellon Technology Growth Fund (DTGRX). 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.
Dividends
FAGAX vs. DTGRX - Dividend Comparison
FAGAX has not paid dividends to shareholders, while DTGRX's dividend yield for the trailing twelve months is around 4.43%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
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% |
BNY Mellon Technology Growth Fund | 4.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FAGAX vs. DTGRX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, smaller than the maximum DTGRX drawdown of -83.23%. Use the drawdown chart below to compare losses from any high point for FAGAX and DTGRX. For additional features, visit the drawdowns tool.
Volatility
FAGAX vs. DTGRX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and BNY Mellon Technology Growth Fund (DTGRX) have volatilities of 5.83% and 5.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.