FAGCX vs. ALZFX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Alger Focus Equity Fund Class Z (ALZFX).
FAGCX is managed by Fidelity. It was launched on Jul 3, 1995. ALZFX is an actively managed fund by Alger. It was launched on Nov 8, 1993.
Performance
FAGCX vs. ALZFX - Performance Comparison
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FAGCX vs. ALZFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | -9.48% | 22.47% | 39.06% | 45.51% | -32.60% | 16.63% | 74.20% | 47.51% | 19.08% | 37.70% |
ALZFX Alger Focus Equity Fund Class Z | -9.33% | 40.08% | 52.22% | 44.63% | -35.75% | 20.37% | 46.19% | 34.29% | 1.68% | 29.12% |
Returns By Period
The year-to-date returns for both investments are quite close, with FAGCX having a -9.48% return and ALZFX slightly higher at -9.33%. Over the past 10 years, FAGCX has outperformed ALZFX with an annualized return of 22.70%, while ALZFX has yielded a comparatively lower 19.19% annualized return.
FAGCX
- 1D
- 4.77%
- 1M
- -5.79%
- YTD
- -9.48%
- 6M
- -8.40%
- 1Y
- 23.02%
- 3Y*
- 25.13%
- 5Y*
- 10.36%
- 10Y*
- 22.70%
ALZFX
- 1D
- 4.93%
- 1M
- -4.33%
- YTD
- -9.33%
- 6M
- -10.26%
- 1Y
- 41.15%
- 3Y*
- 34.55%
- 5Y*
- 15.64%
- 10Y*
- 19.19%
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FAGCX vs. ALZFX - Expense Ratio Comparison
FAGCX has a 0.79% expense ratio, which is higher than ALZFX's 0.63% expense ratio.
Return for Risk
FAGCX vs. ALZFX — Risk / Return Rank
FAGCX
ALZFX
FAGCX vs. ALZFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Alger Focus Equity Fund Class Z (ALZFX). 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.
| FAGCX | ALZFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.58 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.22 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.43 | -0.94 |
Martin ratioReturn relative to average drawdown | 5.36 | 8.21 | -2.85 |
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
| FAGCX | ALZFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.58 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.60 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.81 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.83 | -0.35 |
Correlation
The correlation between FAGCX and ALZFX is 0.94, 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
FAGCX vs. ALZFX - Dividend Comparison
FAGCX's dividend yield for the trailing twelve months is around 4.05%, less than ALZFX's 8.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 4.05% | 3.67% | 0.00% | 0.00% | 11.34% | 14.14% | 7.31% | 7.69% | 14.30% | 8.00% | 15.78% | 16.11% |
ALZFX Alger Focus Equity Fund Class Z | 8.31% | 7.53% | 0.00% | 0.12% | 0.10% | 13.63% | 6.16% | 2.21% | 5.55% | 0.00% | 0.00% | 0.00% |
Drawdowns
FAGCX vs. ALZFX - Drawdown Comparison
The maximum FAGCX drawdown since its inception was -69.09%, which is greater than ALZFX's maximum drawdown of -43.22%. Use the drawdown chart below to compare losses from any high point for FAGCX and ALZFX.
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Drawdown Indicators
| FAGCX | ALZFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -43.22% | -25.87% |
Max Drawdown (1Y)Largest decline over 1 year | -16.10% | -17.45% | +1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -38.72% | -43.22% | +4.50% |
Max Drawdown (10Y)Largest decline over 10 years | -38.72% | -43.22% | +4.50% |
Current DrawdownCurrent decline from peak | -12.10% | -13.38% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -18.84% | -7.60% | -11.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 5.16% | -0.70% |
Volatility
FAGCX vs. ALZFX - Volatility Comparison
The current volatility for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) is 8.51%, while Alger Focus Equity Fund Class Z (ALZFX) has a volatility of 9.21%. This indicates that FAGCX experiences smaller price fluctuations and is considered to be less risky than ALZFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAGCX | ALZFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 9.21% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 14.81% | 17.06% | -2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 27.50% | -3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.44% | 26.07% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.42% | 23.85% | +0.57% |