FAGOX vs. FDGRX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Fidelity Growth Company Fund (FDGRX).
FAGOX is managed by Fidelity. It was launched on Nov 18, 1987. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGOX or FDGRX.
Key characteristics
| FAGOX | FDGRX | |
|---|---|---|
| YTD Return | 36.63% | 34.62% |
| 1Y Return | 52.74% | 43.33% |
| 3Y Return (Ann) | 0.89% | 0.23% |
| 5Y Return (Ann) | 15.12% | 16.01% |
| 10Y Return (Ann) | 10.83% | 13.34% |
| Sharpe Ratio | 2.75 | 2.31 |
| Sortino Ratio | 3.51 | 2.97 |
| Omega Ratio | 1.49 | 1.41 |
| Calmar Ratio | 1.63 | 1.43 |
| Martin Ratio | 15.86 | 11.54 |
| Ulcer Index | 3.44% | 3.86% |
| Daily Std Dev | 19.83% | 19.34% |
| Max Drawdown | -65.31% | -71.50% |
| Current Drawdown | 0.00% | -0.51% |
Correlation
The correlation between FAGOX and FDGRX is 0.92, 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. FDGRX - Performance Comparison
In the year-to-date period, FAGOX achieves a 36.63% return, which is significantly higher than FDGRX's 34.62% return. Over the past 10 years, FAGOX has underperformed FDGRX with an annualized return of 10.83%, while FDGRX has yielded a comparatively higher 13.34% 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. FDGRX - Expense Ratio Comparison
FAGOX has a 1.28% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FAGOX vs. FDGRX - 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 Growth Company Fund (FDGRX). 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. FDGRX - Dividend Comparison
Neither FAGOX nor FDGRX has paid dividends to shareholders.
| 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% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
Drawdowns
FAGOX vs. FDGRX - Drawdown Comparison
The maximum FAGOX drawdown since its inception was -65.31%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FAGOX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FAGOX vs. FDGRX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a higher volatility of 5.31% compared to Fidelity Growth Company Fund (FDGRX) at 5.03%. This indicates that FAGOX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.