FAGCX vs. CMTFX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Columbia Global Technology Growth Fund (CMTFX).
FAGCX is managed by Fidelity. It was launched on Jul 3, 1995. CMTFX is managed by Columbia Threadneedle. It was launched on Nov 8, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGCX or CMTFX.
Key characteristics
| FAGCX | CMTFX | |
|---|---|---|
| YTD Return | 39.00% | 31.27% |
| 1Y Return | 49.82% | 36.72% |
| 3Y Return (Ann) | 1.96% | 6.77% |
| 5Y Return (Ann) | 15.76% | 18.37% |
| 10Y Return (Ann) | 11.79% | 17.09% |
| Sharpe Ratio | 2.69 | 1.82 |
| Sortino Ratio | 3.45 | 2.39 |
| Omega Ratio | 1.48 | 1.32 |
| Calmar Ratio | 1.80 | 2.40 |
| Martin Ratio | 15.56 | 7.99 |
| Ulcer Index | 3.42% | 4.99% |
| Daily Std Dev | 19.80% | 21.93% |
| Max Drawdown | -65.09% | -68.25% |
| Current Drawdown | -0.69% | -1.01% |
Correlation
The correlation between FAGCX and CMTFX 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.
Performance
FAGCX vs. CMTFX - Performance Comparison
In the year-to-date period, FAGCX achieves a 39.00% return, which is significantly higher than CMTFX's 31.27% return. Over the past 10 years, FAGCX has underperformed CMTFX with an annualized return of 11.79%, while CMTFX has yielded a comparatively higher 17.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FAGCX vs. CMTFX - Expense Ratio Comparison
FAGCX has a 0.79% expense ratio, which is lower than CMTFX's 0.92% expense ratio.
Risk-Adjusted Performance
FAGCX vs. CMTFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Columbia Global Technology Growth Fund (CMTFX). 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.
Dividends
FAGCX vs. CMTFX - Dividend Comparison
Neither FAGCX nor CMTFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CMTFX Columbia Global Technology Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% |
Drawdowns
FAGCX vs. CMTFX - Drawdown Comparison
The maximum FAGCX drawdown since its inception was -65.09%, roughly equal to the maximum CMTFX drawdown of -68.25%. Use the drawdown chart below to compare losses from any high point for FAGCX and CMTFX. For additional features, visit the drawdowns tool.
Volatility
FAGCX vs. CMTFX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Columbia Global Technology Growth Fund (CMTFX) have volatilities of 5.28% and 5.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.