FAIGX vs. FAEGX
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.
Key characteristics
| FAIGX | FAEGX | |
|---|---|---|
| YTD Return | 14.85% | 32.30% |
| 1Y Return | 23.61% | 43.66% |
| 3Y Return (Ann) | 4.02% | 3.99% |
| 5Y Return (Ann) | 10.96% | 11.89% |
| 10Y Return (Ann) | 9.04% | 9.21% |
| Sharpe Ratio | 2.81 | 2.80 |
| Sortino Ratio | 4.01 | 3.64 |
| Omega Ratio | 1.54 | 1.50 |
| Calmar Ratio | 2.43 | 0.58 |
| Martin Ratio | 18.26 | 15.72 |
| Ulcer Index | 1.31% | 2.81% |
| Daily Std Dev | 8.49% | 15.79% |
| Max Drawdown | -44.19% | -95.89% |
| Current Drawdown | -0.89% | -66.23% |
Correlation
The correlation between FAIGX and FAEGX is 0.85, 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
FAIGX vs. FAEGX - Performance Comparison
In the year-to-date period, FAIGX achieves a 14.85% return, which is significantly lower than FAEGX's 32.30% return. Both investments have delivered pretty close results over the past 10 years, with FAIGX having a 9.04% annualized return and FAEGX not far ahead at 9.21%. 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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FAIGX vs. FAEGX - Expense Ratio Comparison
FAIGX has a 1.06% expense ratio, which is lower than FAEGX's 1.21% expense ratio.
Risk-Adjusted Performance
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.
Dividends
FAIGX vs. FAEGX - Dividend Comparison
FAIGX's dividend yield for the trailing twelve months is around 3.90%, while FAEGX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIGX Fidelity Advisor Balanced Fund Class M | 3.90% | 1.14% | 0.79% | 0.22% | 0.70% | 1.05% | 1.08% | 0.97% | 0.95% | 4.95% | 7.47% | 5.28% |
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% | 2.40% | 0.00% | 0.00% |
Drawdowns
FAIGX vs. FAEGX - Drawdown Comparison
The maximum FAIGX drawdown since its inception was -44.19%, smaller than the maximum FAEGX drawdown of -95.89%. Use the drawdown chart below to compare losses from any high point for FAIGX and FAEGX. For additional features, visit the drawdowns tool.
Volatility
FAIGX vs. FAEGX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class M (FAIGX) is 1.30%, while Fidelity Advisor Equity Growth Fund Class M (FAEGX) has a volatility of 4.46%. This indicates that FAIGX experiences smaller price fluctuations and is considered to be less risky than FAEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.