FAGOX vs. FAGIX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Fidelity Capital & Income Fund (FAGIX).
FAGOX is managed by Fidelity. It was launched on Nov 18, 1987. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGOX or FAGIX.
Key characteristics
| FAGOX | FAGIX | |
|---|---|---|
| YTD Return | 38.96% | 12.00% |
| 1Y Return | 56.19% | 18.33% |
| 3Y Return (Ann) | 1.45% | 1.41% |
| 5Y Return (Ann) | 15.48% | 5.10% |
| 10Y Return (Ann) | 10.89% | 5.10% |
| Sharpe Ratio | 2.76 | 3.57 |
| Sortino Ratio | 3.52 | 5.47 |
| Omega Ratio | 1.49 | 1.81 |
| Calmar Ratio | 1.63 | 1.55 |
| Martin Ratio | 15.92 | 24.98 |
| Ulcer Index | 3.44% | 0.68% |
| Daily Std Dev | 19.85% | 4.81% |
| Max Drawdown | -65.31% | -37.80% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FAGOX and FAGIX is 0.54, 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
FAGOX vs. FAGIX - Performance Comparison
In the year-to-date period, FAGOX achieves a 38.96% return, which is significantly higher than FAGIX's 12.00% return. Over the past 10 years, FAGOX has outperformed FAGIX with an annualized return of 10.89%, while FAGIX has yielded a comparatively lower 5.10% 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.
FAGOX vs. FAGIX - Expense Ratio Comparison
FAGOX has a 1.28% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FAGOX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Fidelity Capital & Income Fund (FAGIX). 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
FAGOX vs. FAGIX - Dividend Comparison
FAGOX has not paid dividends to shareholders, while FAGIX's dividend yield for the trailing twelve months is around 4.99%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 4.99% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
FAGOX vs. FAGIX - Drawdown Comparison
The maximum FAGOX drawdown since its inception was -65.31%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FAGOX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FAGOX vs. FAGIX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a higher volatility of 5.47% compared to Fidelity Capital & Income Fund (FAGIX) at 1.14%. This indicates that FAGOX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.