FAGAX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996. FSPGX is managed by Fidelity.
Performance
FAGAX vs. FSPGX - Performance Comparison
Loading graphics...
FAGAX vs. FSPGX - 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% | 33.60% |
FSPGX Fidelity Large Cap Growth Index Fund | -13.03% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
The year-to-date returns for both investments are quite close, with FAGAX having a -13.66% return and FSPGX slightly higher at -13.03%.
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%
FSPGX
- 1D
- -0.45%
- 1M
- -8.63%
- YTD
- -13.03%
- 6M
- -12.06%
- 1Y
- 14.49%
- 3Y*
- 19.68%
- 5Y*
- 11.91%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FAGAX vs. FSPGX - Expense Ratio Comparison
FAGAX has a 1.04% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FAGAX vs. FSPGX — Risk / Return Rank
FAGAX
FSPGX
FAGAX vs. FSPGX - 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 Large Cap Growth Index Fund (FSPGX). 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 | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.66 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.10 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.72 | +0.21 |
Martin ratioReturn relative to average drawdown | 3.40 | 2.51 | +0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FAGAX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.66 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.56 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.78 | -0.33 |
Correlation
The correlation between FAGAX and FSPGX is 0.95, 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. FSPGX - Dividend Comparison
FAGAX's dividend yield for the trailing twelve months is around 4.76%, more than FSPGX's 0.40% 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% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.40% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FAGAX vs. FSPGX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FAGAX and FSPGX.
Loading graphics...
Drawdown Indicators
| FAGAX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -32.66% | -32.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -16.17% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -44.70% | -32.66% | -12.04% |
Max Drawdown (10Y)Largest decline over 10 years | -44.70% | — | — |
Current DrawdownCurrent decline from peak | -16.19% | -16.17% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -6.43% | -8.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 4.63% | -0.20% |
Volatility
FAGAX vs. FSPGX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a higher volatility of 6.78% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 5.33%. This indicates that FAGAX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FAGAX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 5.33% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 11.79% | +2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.01% | 22.32% | +1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 21.46% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 21.63% | +2.15% |