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FAIGX vs. FAEGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FAIGX vs. FAEGX

Last updated May 11, 2025

Compare and contrast key facts about Fidelity Advisor Balanced Fund Class M (FAIGX) and Fidelity Advisor Equity Growth Fund Class M (FAEGX).

FAIGX is managed by Fidelity. It was launched on Jan 6, 1987. FAEGX is managed by Fidelity. It was launched on Sep 10, 1992.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIGX or FAEGX.

Correlation

The correlation between FAIGX and FAEGX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

FAIGX vs. FAEGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Balanced Fund Class M (FAIGX) and Fidelity Advisor Equity Growth Fund Class M (FAEGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

FAIGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FAEGX

YTD

-5.57%

1M

10.14%

6M

-18.04%

1Y

-5.62%

5Y*

7.40%

10Y*

6.69%

*Annualized

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FAIGX vs. FAEGX - Expense Ratio Comparison

FAIGX has a 1.06% expense ratio, which is lower than FAEGX's 1.21% expense ratio.

FAEGX
Fidelity Advisor Equity Growth Fund Class M
FAIGX
Fidelity Advisor Balanced Fund Class M

Risk-Adjusted Performance

FAIGX vs. FAEGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FAIGX
The Risk-Adjusted Performance Rank of FAIGX is 8888
Overall Rank
The Sharpe Ratio Rank of FAIGX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of FAIGX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of FAIGX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FAIGX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FAIGX is 8989
Martin Ratio Rank
FAEGX
The Risk-Adjusted Performance Rank of FAEGX is 1111
Overall Rank
The Sharpe Ratio Rank of FAEGX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of FAEGX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of FAEGX is 1111
Omega Ratio Rank
The Calmar Ratio Rank of FAEGX is 99
Calmar Ratio Rank
The Martin Ratio Rank of FAEGX is 1111
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FAIGX vs. FAEGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class M (FAIGX) and Fidelity Advisor Equity Growth Fund Class M (FAEGX). 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.

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Dividends

FAIGX vs. FAEGX - Dividend Comparison

Neither FAIGX nor FAEGX has paid dividends to shareholders.

TTM2024202320222021202020192018201720162015
FAIGX
Fidelity Advisor Balanced Fund Class M		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.21%4.19%0.00%
FAEGX
Fidelity Advisor Equity Growth Fund Class M		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.40%

Drawdowns

FAIGX vs. FAEGX - Drawdown Comparison

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Volatility

FAIGX vs. FAEGX - Volatility Comparison

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