FATEX vs. EPGAX

In the year-to-date period, FATEX achieves a 36.98% return, which is significantly higher than EPGAX's 31.15% return. Over the past 10 years, FATEX has outperformed EPGAX with an annualized return of 14.04%, while EPGAX has yielded a comparatively lower 9.75% annualized return.

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FATEX has a 1.21% expense ratio, which is higher than EPGAX's 0.97% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class M (FATEX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). 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.

The current FATEX Sharpe Ratio is 1.42, which is lower than the EPGAX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of FATEX and EPGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FATEX nor EPGAX has paid dividends to shareholders.

The maximum FATEX drawdown since its inception was -82.59%, which is greater than EPGAX's maximum drawdown of -62.95%. Use the drawdown chart below to compare losses from any high point for FATEX and EPGAX. For additional features, visit the drawdowns tool.

Fidelity Advisor Technology Fund Class M (FATEX) has a higher volatility of 5.82% compared to Fidelity Advisor Equity Growth Fund Class A (EPGAX) at 4.24%. This indicates that FATEX's price experiences larger fluctuations and is considered to be riskier than EPGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.