FAGCX vs. VADGX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Vanguard Advice Select Dividend Growth Fund (VADGX).
FAGCX is managed by Fidelity. It was launched on Jul 3, 1995. VADGX is managed by Vanguard. It was launched on Nov 9, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGCX or VADGX.
Key characteristics
| FAGCX | VADGX | |
|---|---|---|
| YTD Return | 39.97% | 15.05% |
| 1Y Return | 54.31% | 21.93% |
| 3Y Return (Ann) | 2.20% | 8.26% |
| Sharpe Ratio | 2.76 | 2.43 |
| Sortino Ratio | 3.52 | 3.29 |
| Omega Ratio | 1.49 | 1.43 |
| Calmar Ratio | 1.75 | 4.34 |
| Martin Ratio | 15.94 | 13.94 |
| Ulcer Index | 3.42% | 1.58% |
| Daily Std Dev | 19.78% | 9.03% |
| Max Drawdown | -65.09% | -15.75% |
| Current Drawdown | 0.00% | -1.35% |
Correlation
The correlation between FAGCX and VADGX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FAGCX vs. VADGX - Performance Comparison
In the year-to-date period, FAGCX achieves a 39.97% return, which is significantly higher than VADGX's 15.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FAGCX vs. VADGX - Expense Ratio Comparison
FAGCX has a 0.79% expense ratio, which is higher than VADGX's 0.45% expense ratio.
Risk-Adjusted Performance
FAGCX vs. VADGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) and Vanguard Advice Select Dividend Growth Fund (VADGX). 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. VADGX - Dividend Comparison
FAGCX has not paid dividends to shareholders, while VADGX's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% |
VADGX Vanguard Advice Select Dividend Growth Fund | 1.21% | 1.21% | 0.81% | 0.17% |
Drawdowns
FAGCX vs. VADGX - Drawdown Comparison
The maximum FAGCX drawdown since its inception was -65.09%, which is greater than VADGX's maximum drawdown of -15.75%. Use the drawdown chart below to compare losses from any high point for FAGCX and VADGX. For additional features, visit the drawdowns tool.
Volatility
FAGCX vs. VADGX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a higher volatility of 5.40% compared to Vanguard Advice Select Dividend Growth Fund (VADGX) at 2.75%. This indicates that FAGCX's price experiences larger fluctuations and is considered to be riskier than VADGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.