FAGAX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Fidelity 500 Index Fund (FXAIX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FAGAX vs. FXAIX - Performance Comparison
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FAGAX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FAGAX achieves a -13.66% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, FAGAX has outperformed FXAIX with an annualized return of 18.64%, while FXAIX has yielded a comparatively lower 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FAGAX vs. FXAIX - Expense Ratio Comparison
FAGAX has a 1.04% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FAGAX vs. FXAIX — Risk / Return Rank
FAGAX
FXAIX
FAGAX vs. FXAIX - 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 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.84 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.30 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 1.05 | -0.13 |
Martin ratioReturn relative to average drawdown | 3.40 | 5.13 | -1.73 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.84 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.68 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.77 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.75 | -0.30 |
Correlation
The correlation between FAGAX and FXAIX is 0.89, 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. FXAIX - Dividend Comparison
FAGAX's dividend yield for the trailing twelve months is around 4.76%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FAGAX vs. FXAIX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FAGAX and FXAIX.
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Drawdown Indicators
| FAGAX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -33.79% | -31.45% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -12.13% | -4.06% |
Max Drawdown (5Y)Largest decline over 5 years | -44.70% | -24.50% | -20.20% |
Max Drawdown (10Y)Largest decline over 10 years | -44.70% | -33.79% | -10.91% |
Current DrawdownCurrent decline from peak | -16.19% | -8.89% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -3.83% | -11.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 2.50% | +1.93% |
Volatility
FAGAX vs. FXAIX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a higher volatility of 6.78% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FAGAX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGAX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 4.24% | +2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 9.08% | +4.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.01% | 18.13% | +5.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 16.88% | +7.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 18.03% | +5.75% |