FAGCX vs. VADGX

In the year-to-date period, FAGCX achieves a -7.23% return, which is significantly lower than VADGX's -1.34% return.

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FAGCX has a 0.79% expense ratio, which is higher than VADGX's 0.45% expense ratio.

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.

The current FAGCX Sharpe Ratio is 0.62, which is higher than the VADGX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of FAGCX and VADGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAGCX has not paid dividends to shareholders, while VADGX's dividend yield for the trailing twelve months is around 2.00%.

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.

Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a higher volatility of 17.07% compared to Vanguard Advice Select Dividend Growth Fund (VADGX) at 11.08%. 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.