Correlation
The correlation between FAGAX and EPGAX is 0.90, 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.
FAGAX vs. EPGAX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996. EPGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGAX or EPGAX.
Performance
FAGAX vs. EPGAX - Performance Comparison
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Key characteristics
FAGAX:
0.61
EPGAX:
0.46
FAGAX:
0.90
EPGAX:
0.67
FAGAX:
1.12
EPGAX:
1.09
FAGAX:
0.56
EPGAX:
0.37
FAGAX:
1.71
EPGAX:
1.25
FAGAX:
8.64%
EPGAX:
6.80%
FAGAX:
28.26%
EPGAX:
22.94%
FAGAX:
-65.24%
EPGAX:
-62.93%
FAGAX:
-7.39%
EPGAX:
-5.43%
Returns By Period
In the year-to-date period, FAGAX achieves a -0.25% return, which is significantly higher than EPGAX's -0.30% return. Over the past 10 years, FAGAX has outperformed EPGAX with an annualized return of 17.53%, while EPGAX has yielded a comparatively lower 16.07% annualized return.
FAGAX
-0.25%
9.38%
-0.29%
17.79%
19.97%
15.83%
17.53%
EPGAX
-0.30%
7.31%
-1.93%
10.87%
17.25%
16.61%
16.07%
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FAGAX vs. EPGAX - Expense Ratio Comparison
FAGAX has a 1.04% expense ratio, which is higher than EPGAX's 0.97% expense ratio.
Risk-Adjusted Performance
FAGAX vs. EPGAX — Risk-Adjusted Performance Rank
FAGAX
EPGAX
FAGAX vs. EPGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). 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.
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Dividends
FAGAX vs. EPGAX - Dividend Comparison
FAGAX has not paid dividends to shareholders, while EPGAX's dividend yield for the trailing twelve months is around 12.62%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | 12.62% | 12.58% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 7.12% |
Drawdowns
FAGAX vs. EPGAX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, roughly equal to the maximum EPGAX drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for FAGAX and EPGAX.
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Volatility
FAGAX vs. EPGAX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a higher volatility of 5.77% compared to Fidelity Advisor Equity Growth Fund Class A (EPGAX) at 5.46%. This indicates that FAGAX's price experiences larger fluctuations and is considered to be riskier than EPGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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