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FALGX vs. SHXPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

FALGX vs. SHXPX

Last updated Jun 24, 2026

FALGX (Fidelity Advisor Large Cap Fund Class M) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. FALGX charges 1.05%/yr vs 1.21%/yr for SHXPX.

Performance

FALGX vs. SHXPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Large Cap Fund Class M (FALGX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

FALGX

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
10.22%
3Y*
15.55%
5Y*
11.39%
10Y*
13.17%

SHXPX

1D
0.00%
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

FALGX vs. SHXPX - Yearly Performance Comparison

2026 (YTD)
FALGX
Fidelity Advisor Large Cap Fund Class M		0.00%
SHXPX
American Beacon Shapiro Equity Opportunities Fund		0.52%

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Fidelity Advisor Large Cap Fund Class M

American Beacon Shapiro Equity Opportunities Fund

Often compared with FALGX:
FALGX vs. FAGOXFALGX vs. QQQFALGX vs. FXAIXFALGX vs. TRBCXFALGX vs. FACGXFALGX vs. AVERXFALGX vs. ACTIX
Often compared with SHXPX:
SHXPX vs. SPUSSHXPX vs. VONGSHXPX vs. AADEXSHXPX vs. AADBXSHXPX vs. AHLPXSHXPX vs. ADNPXSHXPX vs. AAIEX

Return for Risk

FALGX vs. SHXPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FALGX
FALGX Risk / Return Rank: 4343
Overall Rank
FALGX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
FALGX Sortino Ratio Rank: 3636
Sortino Ratio Rank
FALGX Omega Ratio Rank: 7878
Omega Ratio Rank
FALGX Calmar Ratio Rank: 4848
Calmar Ratio Rank
FALGX Martin Ratio Rank: 1717
Martin Ratio Rank
SHXPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FALGX vs. SHXPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class M (FALGX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

FALGXSHXPXDifference
Sharpe ratioReturn per unit of total volatility
1.64

—

—

Sortino ratioReturn per unit of downside risk
2.33

—

—

Omega ratioGain probability vs. loss probability

1.46

—

—

Calmar ratioReturn relative to maximum drawdown

2.54

—

—

Martin ratioReturn relative to average drawdown

4.12

—

—

FALGX vs. SHXPX - Sharpe Ratio Comparison

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Drawdowns

FALGX vs. SHXPX - Drawdown Comparison

The maximum FALGX drawdown since its inception was -64.07%, which is greater than SHXPX's maximum drawdown of -0.13%. Use the drawdown chart below to compare losses from any high point for FALGX and SHXPX.

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Drawdown Indicators

FALGXSHXPXDifference

Max Drawdown

Largest peak-to-trough decline

-64.07%

-0.13%

-63.94%

Max Drawdown (1Y)

Largest decline over 1 year

-5.06%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-21.78%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-21.78%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-37.58%

—

—

Current Drawdown

Current decline from peak

-4.20%

0.00%

-4.20%

Average Drawdown

Average peak-to-trough decline

-14.41%

-0.01%

-14.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

—

—

Volatility

FALGX vs. SHXPX - Volatility Comparison

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Volatility by Period

FALGXSHXPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

3.52%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

7.81%

1.41%

+6.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.62%

1.41%

+15.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.66%

1.41%

+17.25%

FALGX vs. SHXPX - Expense Ratio Comparison

FALGX has a 1.05% expense ratio, which is lower than SHXPX's 1.21% expense ratio.

Dividends

FALGX vs. SHXPX - Dividend Comparison

FALGX's dividend yield for the trailing twelve months is around 5.76%, while SHXPX has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
FALGX
Fidelity Advisor Large Cap Fund Class M		5.76%5.76%0.00%3.20%1.91%6.44%5.25%8.39%16.99%6.42%1.85%2.74%
SHXPX
American Beacon Shapiro Equity Opportunities Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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