FAGOX vs. VIGIX

In the year-to-date period, FAGOX achieves a -16.09% return, which is significantly lower than VIGIX's -14.13% return. Over the past 10 years, FAGOX has underperformed VIGIX with an annualized return of 8.25%, while VIGIX has yielded a comparatively higher 13.49% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FAGOX has a 1.28% expense ratio, which is higher than VIGIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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 FAGOX Sharpe Ratio is 0.16, which is lower than the VIGIX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of FAGOX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAGOX has not paid dividends to shareholders, while VIGIX's dividend yield for the trailing twelve months is around 0.55%.

The maximum FAGOX drawdown since its inception was -65.31%, which is greater than VIGIX's maximum drawdown of -56.81%. Use the drawdown chart below to compare losses from any high point for FAGOX and VIGIX. For additional features, visit the drawdowns tool.

Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) and Vanguard Growth Index Fund Institutional Shares (VIGIX) have volatilities of 16.74% and 16.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.