FDTOX vs. EPGAX
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class A (FDTOX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX).
FDTOX is managed by Fidelity. It was launched on Apr 30, 1999. EPGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
FDTOX vs. EPGAX - Performance Comparison
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FDTOX vs. EPGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDTOX Fidelity Advisor Diversified Stock Fund Class A | -5.76% | 13.68% | 27.66% | 27.89% | -20.14% | 27.77% | 27.02% | 27.81% | -5.95% | 17.73% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | -9.37% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
Returns By Period
In the year-to-date period, FDTOX achieves a -5.76% return, which is significantly higher than EPGAX's -9.37% return. Over the past 10 years, FDTOX has underperformed EPGAX with an annualized return of 14.07%, while EPGAX has yielded a comparatively higher 14.92% annualized return.
FDTOX
- 1D
- -0.73%
- 1M
- -8.70%
- YTD
- -5.76%
- 6M
- -3.41%
- 1Y
- 15.40%
- 3Y*
- 17.90%
- 5Y*
- 10.73%
- 10Y*
- 14.07%
EPGAX
- 1D
- -0.83%
- 1M
- -9.04%
- YTD
- -9.37%
- 6M
- -8.73%
- 1Y
- 13.01%
- 3Y*
- 13.72%
- 5Y*
- 7.77%
- 10Y*
- 14.92%
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FDTOX vs. EPGAX - Expense Ratio Comparison
FDTOX has a 0.80% expense ratio, which is lower than EPGAX's 0.97% expense ratio.
Return for Risk
FDTOX vs. EPGAX — Risk / Return Rank
FDTOX
EPGAX
FDTOX vs. EPGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class A (FDTOX) 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.
| FDTOX | EPGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.60 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.99 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.79 | +0.27 |
Martin ratioReturn relative to average drawdown | 4.70 | 2.81 | +1.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDTOX | EPGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.60 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.38 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.72 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.48 | -0.08 |
Correlation
The correlation between FDTOX and EPGAX is 0.88, 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
FDTOX vs. EPGAX - Dividend Comparison
FDTOX's dividend yield for the trailing twelve months is around 7.03%, more than EPGAX's 0.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTOX Fidelity Advisor Diversified Stock Fund Class A | 7.03% | 6.62% | 14.36% | 3.39% | 9.03% | 17.16% | 5.14% | 2.99% | 13.50% | 7.81% | 1.38% | 8.36% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.68% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
Drawdowns
FDTOX vs. EPGAX - Drawdown Comparison
The maximum FDTOX drawdown since its inception was -72.07%, which is greater than EPGAX's maximum drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for FDTOX and EPGAX.
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Drawdown Indicators
| FDTOX | EPGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.07% | -63.20% | -8.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -12.80% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -27.38% | -30.60% | +3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -30.39% | -31.17% | +0.78% |
Current DrawdownCurrent decline from peak | -10.04% | -12.67% | +2.63% |
Average DrawdownAverage peak-to-trough decline | -19.62% | -16.32% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 3.62% | -0.79% |
Volatility
FDTOX vs. EPGAX - Volatility Comparison
The current volatility for Fidelity Advisor Diversified Stock Fund Class A (FDTOX) is 5.39%, while Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a volatility of 6.26%. This indicates that FDTOX experiences smaller price fluctuations and is considered to be less risky than EPGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDTOX | EPGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 6.26% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 12.65% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.16% | 21.50% | -2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.71% | 20.67% | -0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.53% | 20.73% | -1.20% |