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

Correlation

The correlation between FAIGX and FAEGX is 0.01, 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.


-0.50.00.51.0
Correlation: 0.0

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.

0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%NovemberDecember2025FebruaryMarchApril
2,639.12%
69.39%
FAIGX
FAEGX

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

-13.68%

1M

-8.28%

6M

-23.89%

1Y

-8.13%

5Y*

7.19%

10Y*

5.51%

*Annualized

Compare stocks, funds, or ETFs

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


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
Expense ratio chart for FAEGX: current value is 1.21%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FAEGX: 1.21%
Expense ratio chart for FAIGX: current value is 1.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FAIGX: 1.06%

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 77
Overall Rank
The Sharpe Ratio Rank of FAEGX is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of FAEGX is 88
Sortino Ratio Rank
The Omega Ratio Rank of FAEGX is 77
Omega Ratio Rank
The Calmar Ratio Rank of FAEGX is 44
Calmar Ratio Rank
The Martin Ratio Rank of FAEGX is 66
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.


Sharpe ratio
No data


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.48
FAIGX
FAEGX

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril0
-26.50%
FAIGX
FAEGX

Volatility

FAIGX vs. FAEGX - Volatility Comparison

The current volatility for Fidelity Advisor Balanced Fund Class M (FAIGX) is 0.00%, while Fidelity Advisor Equity Growth Fund Class M (FAEGX) has a volatility of 14.65%. 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril0
14.65%
FAIGX
FAEGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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