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.
Performance
FAGAX vs. EPGAX - Performance Comparison
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FAGAX vs. EPGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | -13.66% | 22.17% | 38.71% | 45.14% | -38.40% | 11.31% | 68.60% | 40.26% | 14.87% | 34.66% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | -9.37% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
Returns By Period
In the year-to-date period, FAGAX achieves a -13.66% return, which is significantly lower than EPGAX's -9.37% return. Over the past 10 years, FAGAX has outperformed EPGAX with an annualized return of 18.64%, while EPGAX has yielded a comparatively lower 14.92% annualized return.
FAGAX
- 1D
- -1.17%
- 1M
- -9.95%
- YTD
- -13.66%
- 6M
- -12.33%
- 1Y
- 18.39%
- 3Y*
- 22.90%
- 5Y*
- 7.34%
- 10Y*
- 18.64%
EPGAX
- 1D
- -0.83%
- 1M
- -9.04%
- YTD
- -9.37%
- 6M
- -8.73%
- 1Y
- 13.01%
- 3Y*
- 13.72%
- 5Y*
- 7.77%
- 10Y*
- 14.92%
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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.
Return for Risk
FAGAX vs. EPGAX — Risk / Return Rank
FAGAX
EPGAX
FAGAX vs. EPGAX - Risk-Adjusted Trends 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.
| FAGAX | EPGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.60 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.19 | 0.99 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.14 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.79 | +0.14 |
Martin ratioReturn relative to average drawdown | 3.40 | 2.81 | +0.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FAGAX | EPGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.60 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.38 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.72 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.03 |
Correlation
The correlation between FAGAX and EPGAX is 0.94, 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.
Dividends
FAGAX vs. EPGAX - Dividend Comparison
FAGAX's dividend yield for the trailing twelve months is around 4.76%, more than EPGAX's 0.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 4.76% | 4.11% | 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 | 0.68% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
Drawdowns
FAGAX vs. EPGAX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, roughly equal to the maximum EPGAX drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for FAGAX and EPGAX.
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Drawdown Indicators
| FAGAX | EPGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -63.20% | -2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -12.80% | -3.39% |
Max Drawdown (5Y)Largest decline over 5 years | -44.70% | -30.60% | -14.10% |
Max Drawdown (10Y)Largest decline over 10 years | -44.70% | -31.17% | -13.53% |
Current DrawdownCurrent decline from peak | -16.19% | -12.67% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -16.32% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 3.62% | +0.81% |
Volatility
FAGAX vs. EPGAX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a higher volatility of 6.78% compared to Fidelity Advisor Equity Growth Fund Class A (EPGAX) at 6.26%. 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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Volatility by Period
| FAGAX | EPGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 6.26% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 12.65% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.01% | 21.50% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 20.67% | +4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 20.73% | +3.05% |