FEIAX vs. EPGAX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor Equity Income Fund Class A (FEIAX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX).

FEIAX is managed by Fidelity. It was launched on Sep 3, 1996. EPGAX is managed by Fidelity. It was launched on Sep 3, 1996.

Performance

FEIAX vs. EPGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Equity Income Fund Class A (FEIAX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). The values are adjusted to include any dividend payments, if applicable.

FEIAX vs. EPGAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FEIAX Fidelity Advisor Equity Income Fund Class A	0.00%	2.75%	5.69%	11.19%	-1.35%	22.11%	1.23%	27.19%	-9.89%	11.40%
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

FEIAX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FEIAX vs. EPGAX - Expense Ratio Comparison

FEIAX has a 0.90% expense ratio, which is lower than EPGAX's 0.97% expense ratio.

EPGAX

Fidelity Advisor Equity Growth Fund Class A

FEIAX

Fidelity Advisor Equity Income Fund Class A

Return for Risk

FEIAX vs. EPGAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPGAX

EPGAX Risk / Return Rank: 27
EPGAX Sharpe Ratio Rank: 25
EPGAX Sortino Ratio Rank: 27
EPGAX Omega Ratio Rank: 26
EPGAX Calmar Ratio Rank: 28
EPGAX Martin Ratio Rank: 26

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.

FEIAX vs. EPGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class A (FEIAX) 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.

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

Sharpe Ratios by Period

	FEIAX	EPGAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.60	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.38	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.72	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.48	—

Correlation

The correlation between FEIAX and EPGAX is 0.77, 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

FEIAX vs. EPGAX - Dividend Comparison

FEIAX's dividend yield for the trailing twelve months is around 4.77%, more than EPGAX's 0.68% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FEIAX Fidelity Advisor Equity Income Fund Class A	4.77%	4.77%	1.43%	4.90%	5.96%	11.12%	2.23%	8.09%	16.73%	10.16%	3.13%	10.67%
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

Drawdown Indicators

	FEIAX	EPGAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-63.20%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.80%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-30.60%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-31.17%	—
Current Drawdown Current decline from peak	—	-12.67%	—
Average Drawdown Average peak-to-trough decline	—	-16.32%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.62%	—

Volatility

Volatility by Period

	FEIAX	EPGAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.26%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.65%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	21.50%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.67%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	20.73%	—