FASDX vs. AGTHX
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class A (FASDX) and American Funds The Growth Fund of America Class A (AGTHX).
FASDX is managed by Fidelity. It was launched on Dec 23, 2003. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
FASDX vs. AGTHX - Performance Comparison
Loading graphics...
FASDX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FASDX Fidelity Advisor Strategic Dividend & Income Fund Class A | 4.76% | 12.72% | 11.19% | 9.15% | -10.11% | 18.65% | 11.00% | 22.17% | -4.70% | 11.05% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, FASDX achieves a 4.76% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, FASDX has underperformed AGTHX with an annualized return of 9.07%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
FASDX
- 1D
- 1.50%
- 1M
- -4.40%
- YTD
- 4.76%
- 6M
- 6.37%
- 1Y
- 16.35%
- 3Y*
- 11.97%
- 5Y*
- 7.58%
- 10Y*
- 9.07%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FASDX vs. AGTHX - Expense Ratio Comparison
FASDX has a 0.97% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
FASDX vs. AGTHX — Risk / Return Rank
FASDX
AGTHX
FASDX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class A (FASDX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| FASDX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.84 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.34 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.26 | +0.54 |
Martin ratioReturn relative to average drawdown | 8.78 | 4.78 | +4.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FASDX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.84 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.45 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.68 | -0.17 |
Correlation
The correlation between FASDX and AGTHX 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.
Dividends
FASDX vs. AGTHX - Dividend Comparison
FASDX's dividend yield for the trailing twelve months is around 7.40%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASDX Fidelity Advisor Strategic Dividend & Income Fund Class A | 7.40% | 7.75% | 5.04% | 5.48% | 3.98% | 8.22% | 5.45% | 6.46% | 7.92% | 6.39% | 4.68% | 6.13% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
FASDX vs. AGTHX - Drawdown Comparison
The maximum FASDX drawdown since its inception was -59.09%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for FASDX and AGTHX.
Loading graphics...
Drawdown Indicators
| FASDX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.09% | -51.91% | -7.18% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -13.76% | +4.27% |
Max Drawdown (5Y)Largest decline over 5 years | -17.27% | -36.38% | +19.11% |
Max Drawdown (10Y)Largest decline over 10 years | -30.01% | -36.38% | +6.37% |
Current DrawdownCurrent decline from peak | -4.40% | -10.70% | +6.30% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -9.23% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 3.63% | -1.68% |
Volatility
FASDX vs. AGTHX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Dividend & Income Fund Class A (FASDX) is 3.76%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that FASDX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FASDX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 6.76% | -3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 6.44% | 12.13% | -5.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 21.01% | -9.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.93% | 20.23% | -9.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.40% | 19.64% | -7.24% |