FAGAX vs. FELAX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGAX or FELAX.
Key characteristics
| FAGAX | FELAX | |
|---|---|---|
| YTD Return | 24.82% | 33.11% |
| 1Y Return | 38.86% | 50.55% |
| 3Y Return (Ann) | 2.12% | 23.01% |
| 5Y Return (Ann) | 18.33% | 32.16% |
| 10Y Return (Ann) | 17.57% | 25.60% |
| Sharpe Ratio | 1.82 | 1.32 |
| Daily Std Dev | 20.42% | 35.29% |
| Max Drawdown | -65.24% | -71.33% |
| Current Drawdown | -3.40% | -14.70% |
Correlation
The correlation between FAGAX and FELAX is 0.79, 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. FELAX - Performance Comparison
In the year-to-date period, FAGAX achieves a 24.82% return, which is significantly lower than FELAX's 33.11% return. Over the past 10 years, FAGAX has underperformed FELAX with an annualized return of 17.57%, while FELAX has yielded a comparatively higher 25.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FAGAX vs. FELAX - Expense Ratio Comparison
FAGAX has a 1.04% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
FAGAX vs. FELAX - 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 Semiconductors Fund Class A (FELAX). 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. FELAX - Dividend Comparison
FAGAX has not paid dividends to shareholders, while FELAX's dividend yield for the trailing twelve months is around 2.56%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% | 0.00% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 2.56% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.72% | 0.48% |
Drawdowns
FAGAX vs. FELAX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for FAGAX and FELAX. For additional features, visit the drawdowns tool.
Volatility
FAGAX vs. FELAX - Volatility Comparison
The current volatility for Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) is 7.71%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 14.12%. This indicates that FAGAX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.