FAGCX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Fidelity ZERO Total Market Index Fund (FZROX).
FAGCX is managed by Fidelity. It was launched on Jul 3, 1995. FZROX is managed by Fidelity.
Performance
FAGCX vs. FZROX - Performance Comparison
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FAGCX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | -9.48% | 22.47% | 39.06% | 45.51% | -32.60% | 16.63% | 74.20% | 47.51% | -6.02% |
FZROX Fidelity ZERO Total Market Index Fund | -3.98% | 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, FAGCX achieves a -9.48% return, which is significantly lower than FZROX's -3.98% 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%
FZROX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -1.97%
- 1Y
- 17.77%
- 3Y*
- 17.96%
- 5Y*
- 10.74%
- 10Y*
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FAGCX vs. FZROX - Expense Ratio Comparison
FAGCX has a 0.79% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FAGCX vs. FZROX — Risk / Return Rank
FAGCX
FZROX
FAGCX vs. FZROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) 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.
| FAGCX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.98 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.50 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.51 | -0.03 |
Martin ratioReturn relative to average drawdown | 5.36 | 7.28 | -1.92 |
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 | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.98 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.62 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.63 | -0.15 |
Correlation
The correlation between FAGCX 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
FAGCX vs. FZROX - Dividend Comparison
FAGCX's dividend yield for the trailing twelve months is around 4.05%, more than FZROX's 1.07% 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% |
FZROX Fidelity ZERO Total Market Index Fund | 1.07% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FAGCX vs. FZROX - Drawdown Comparison
The maximum FAGCX drawdown since its inception was -69.09%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FAGCX and FZROX.
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Drawdown Indicators
| FAGCX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.09% | -34.96% | -34.13% |
Max Drawdown (1Y)Largest decline over 1 year | -16.10% | -12.44% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -38.72% | -25.12% | -13.60% |
Max Drawdown (10Y)Largest decline over 10 years | -38.72% | — | — |
Current DrawdownCurrent decline from peak | -12.10% | -6.16% | -5.94% |
Average DrawdownAverage peak-to-trough decline | -18.84% | -5.61% | -13.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 2.58% | +1.88% |
Volatility
FAGCX vs. FZROX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a higher volatility of 8.51% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 5.52%. This indicates that FAGCX'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
| FAGCX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 5.52% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 14.81% | 9.81% | +5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 18.68% | +5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.44% | 17.45% | +7.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.42% | 20.28% | +4.14% |