FAGAX vs. FGTAX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996. FGTAX is managed by Fidelity. It was launched on Feb 5, 2008.
Performance
FAGAX vs. FGTAX - Performance Comparison
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FAGAX vs. FGTAX - 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% |
FGTAX Fidelity Advisor Mega Cap Stock Fund Class A | -5.15% | 26.58% | 25.62% | 26.18% | -9.26% | 25.98% | 12.59% | 30.74% | -7.68% | 17.54% |
Returns By Period
In the year-to-date period, FAGAX achieves a -13.66% return, which is significantly lower than FGTAX's -5.15% return. Over the past 10 years, FAGAX has outperformed FGTAX with an annualized return of 18.64%, while FGTAX has yielded a comparatively lower 14.76% 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%
FGTAX
- 1D
- -0.55%
- 1M
- -7.42%
- YTD
- -5.15%
- 6M
- -0.64%
- 1Y
- 22.74%
- 3Y*
- 20.87%
- 5Y*
- 14.23%
- 10Y*
- 14.76%
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FAGAX vs. FGTAX - Expense Ratio Comparison
FAGAX has a 1.04% expense ratio, which is higher than FGTAX's 0.90% expense ratio.
Return for Risk
FAGAX vs. FGTAX — Risk / Return Rank
FAGAX
FGTAX
FAGAX vs. FGTAX - 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 Mega Cap Stock Fund Class A (FGTAX). 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 | FGTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.28 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.84 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.30 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.71 | -0.78 |
Martin ratioReturn relative to average drawdown | 3.40 | 7.97 | -4.57 |
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 | FGTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.28 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.86 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.82 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.55 | -0.09 |
Correlation
The correlation between FAGAX and FGTAX is 0.82, 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. FGTAX - Dividend Comparison
FAGAX's dividend yield for the trailing twelve months is around 4.76%, more than FGTAX's 3.92% 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% |
FGTAX Fidelity Advisor Mega Cap Stock Fund Class A | 3.92% | 3.72% | 2.48% | 1.86% | 4.17% | 4.61% | 7.84% | 12.91% | 21.65% | 16.21% | 1.75% | 3.75% |
Drawdowns
FAGAX vs. FGTAX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, which is greater than FGTAX's maximum drawdown of -53.07%. Use the drawdown chart below to compare losses from any high point for FAGAX and FGTAX.
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Drawdown Indicators
| FAGAX | FGTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -53.07% | -12.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -12.16% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -44.70% | -23.48% | -21.22% |
Max Drawdown (10Y)Largest decline over 10 years | -44.70% | -35.21% | -9.49% |
Current DrawdownCurrent decline from peak | -16.19% | -9.04% | -7.15% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -6.83% | -8.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 2.61% | +1.82% |
Volatility
FAGAX vs. FGTAX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a higher volatility of 6.78% compared to Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) at 4.35%. This indicates that FAGAX's price experiences larger fluctuations and is considered to be riskier than FGTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGAX | FGTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 4.35% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 9.25% | +4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.01% | 18.15% | +5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 16.65% | +8.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 18.09% | +5.69% |