FAGAX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) and Fidelity ZERO Total Market Index Fund (FZROX).
FAGAX is managed by Fidelity. It was launched on Sep 3, 1996. FZROX is managed by Fidelity.
Performance
FAGAX vs. FZROX - Performance Comparison
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FAGAX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | -13.66% | 22.17% | 38.71% | 45.14% | -38.40% | 11.31% | 68.60% | 40.26% | -6.27% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FAGAX achieves a -13.66% return, which is significantly lower than FZROX's -6.77% 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%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
- —
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FAGAX vs. FZROX - Expense Ratio Comparison
FAGAX has a 1.04% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FAGAX vs. FZROX — Risk / Return Rank
FAGAX
FZROX
FAGAX vs. FZROX - 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 ZERO Total Market Index Fund (FZROX). 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 | FZROX | 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 | -0.12 |
Martin ratioReturn relative to average drawdown | 3.40 | 5.11 | -1.72 |
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 | FZROX | 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 | 0.60 | -0.30 |
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 | 0.61 | -0.15 |
Correlation
The correlation between FAGAX and FZROX 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. FZROX - Dividend Comparison
FAGAX's dividend yield for the trailing twelve months is around 4.76%, more than FZROX's 1.10% 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% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FAGAX vs. FZROX - Drawdown Comparison
The maximum FAGAX drawdown since its inception was -65.24%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FAGAX and FZROX.
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Drawdown Indicators
| FAGAX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.24% | -34.96% | -30.28% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -12.44% | -3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -44.70% | -25.12% | -19.58% |
Max Drawdown (10Y)Largest decline over 10 years | -44.70% | — | — |
Current DrawdownCurrent decline from peak | -16.19% | -8.89% | -7.30% |
Average DrawdownAverage peak-to-trough decline | -15.27% | -5.61% | -9.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 2.56% | +1.87% |
Volatility
FAGAX vs. FZROX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a higher volatility of 6.78% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.41%. This indicates that FAGAX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGAX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 4.41% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 9.34% | +4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.01% | 18.49% | +5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 17.40% | +7.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 20.25% | +3.53% |