FALGX vs. SHXPX

Last updated Jun 4, 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.

Returns By Period

FALGX

• 1D: 0.00%
• 1M: 0.00%
• YTD: 0.00%
• 6M: 0.00%
• 1Y: 11.81%
• 3Y*: 16.34%
• 5Y*: 10.59%
• 10Y*: 12.97%

SHXPX

• 1D: 0.06%
• 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	0.45%

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: 43
FALGX Sharpe Ratio Rank: 37
FALGX Sortino Ratio Rank: 36
FALGX Omega Ratio Rank: 71
FALGX Calmar Ratio Rank: 54
FALGX Martin Ratio Rank: 18

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.

	FALGX	SHXPX	Difference
Sharpe ratio: Return per unit of total volatility	1.77	—	—
Sortino ratio: Return per unit of downside risk	2.49	—	—
Omega ratio: Gain probability vs. loss probability	1.47	—	—
Calmar ratio: Return relative to maximum drawdown	2.81	—	—
Martin ratio: Return relative to average drawdown	4.79	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	FALGX	SHXPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.77	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.66	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.71	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	23.86	-23.42

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 0.00%. Use the drawdown chart below to compare losses from any high point for FALGX and SHXPX.

Drawdown Indicators

	FALGX	SHXPX	Difference
Max Drawdown Largest peak-to-trough decline	-64.07%	0.00%	-64.07%
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	-14.43%	0.00%	-14.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.80%	—	—

Volatility

Volatility by Period

	FALGX	SHXPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.00%	—	—
Volatility (6M) Calculated over the trailing 6-month period	4.21%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	8.06%	2.38%	+5.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.65%	2.38%	+14.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.67%	2.38%	+16.29%

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.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%