FAGOX vs. FALGX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Fidelity Advisor Large Cap Fund Class M (FALGX).
FAGOX is managed by Fidelity. It was launched on Nov 18, 1987. FALGX is managed by Fidelity. It was launched on Feb 20, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGOX or FALGX.
Key characteristics
| FAGOX | FALGX | |
|---|---|---|
| YTD Return | 38.96% | 29.26% |
| 1Y Return | 56.19% | 38.98% |
| 3Y Return (Ann) | 1.45% | 9.46% |
| 5Y Return (Ann) | 15.48% | 11.03% |
| 10Y Return (Ann) | 10.89% | 7.23% |
| Sharpe Ratio | 2.76 | 3.10 |
| Sortino Ratio | 3.52 | 4.12 |
| Omega Ratio | 1.49 | 1.58 |
| Calmar Ratio | 1.63 | 4.67 |
| Martin Ratio | 15.92 | 21.05 |
| Ulcer Index | 3.44% | 1.81% |
| Daily Std Dev | 19.85% | 12.28% |
| Max Drawdown | -65.31% | -63.84% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FAGOX and FALGX is 0.86, 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
FAGOX vs. FALGX - Performance Comparison
In the year-to-date period, FAGOX achieves a 38.96% return, which is significantly higher than FALGX's 29.26% return. Over the past 10 years, FAGOX has outperformed FALGX with an annualized return of 10.89%, while FALGX has yielded a comparatively lower 7.23% annualized 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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FAGOX vs. FALGX - Expense Ratio Comparison
FAGOX has a 1.28% expense ratio, which is higher than FALGX's 1.05% expense ratio.
Risk-Adjusted Performance
FAGOX vs. FALGX - 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 Advisor Large Cap Fund Class M (FALGX). 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. FALGX - Dividend Comparison
FAGOX has not paid dividends to shareholders, while FALGX's dividend yield for the trailing twelve months is around 0.37%.
| 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% |
FALGX Fidelity Advisor Large Cap Fund Class M | 0.37% | 0.48% | 0.81% | 1.37% | 1.53% | 1.67% | 1.41% | 0.89% | 0.85% | 0.59% | 4.59% | 7.28% |
Drawdowns
FAGOX vs. FALGX - Drawdown Comparison
The maximum FAGOX drawdown since its inception was -65.31%, roughly equal to the maximum FALGX drawdown of -63.84%. Use the drawdown chart below to compare losses from any high point for FAGOX and FALGX. For additional features, visit the drawdowns tool.
Volatility
FAGOX vs. FALGX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a higher volatility of 5.47% compared to Fidelity Advisor Large Cap Fund Class M (FALGX) at 3.98%. This indicates that FAGOX's price experiences larger fluctuations and is considered to be riskier than FALGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.