Correlation
The correlation between FEIAX and EPGAX is 0.90, 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.
FEIAX vs. EPGAX
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEIAX or EPGAX.
Performance
FEIAX vs. EPGAX - Performance Comparison
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Key characteristics
FEIAX:
0.66
EPGAX:
0.46
FEIAX:
0.97
EPGAX:
0.67
FEIAX:
1.13
EPGAX:
1.09
FEIAX:
0.68
EPGAX:
0.37
FEIAX:
2.27
EPGAX:
1.25
FEIAX:
3.93%
EPGAX:
6.80%
FEIAX:
14.33%
EPGAX:
22.94%
FEIAX:
-60.90%
EPGAX:
-62.93%
FEIAX:
-4.37%
EPGAX:
-5.43%
Returns By Period
In the year-to-date period, FEIAX achieves a 1.97% return, which is significantly higher than EPGAX's -0.30% return. Over the past 10 years, FEIAX has underperformed EPGAX with an annualized return of 8.09%, while EPGAX has yielded a comparatively higher 16.07% annualized return.
FEIAX
1.97%
3.00%
-4.37%
7.35%
7.26%
13.09%
8.09%
EPGAX
-0.30%
7.31%
-1.93%
10.87%
17.25%
16.61%
16.07%
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FEIAX vs. EPGAX - Expense Ratio Comparison
FEIAX has a 0.90% expense ratio, which is lower than EPGAX's 0.97% expense ratio.
Risk-Adjusted Performance
FEIAX vs. EPGAX — Risk-Adjusted Performance Rank
FEIAX
EPGAX
FEIAX vs. EPGAX - Risk-Adjusted Performance 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.
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Dividends
FEIAX vs. EPGAX - Dividend Comparison
FEIAX's dividend yield for the trailing twelve months is around 7.64%, less than EPGAX's 12.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIAX Fidelity Advisor Equity Income Fund Class A | 7.64% | 7.61% | 4.90% | 5.96% | 11.12% | 2.23% | 8.09% | 16.73% | 10.95% | 4.05% | 10.67% | 5.14% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | 12.62% | 12.58% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 7.12% | 0.00% |
Drawdowns
FEIAX vs. EPGAX - Drawdown Comparison
The maximum FEIAX drawdown since its inception was -60.90%, roughly equal to the maximum EPGAX drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for FEIAX and EPGAX.
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Volatility
FEIAX vs. EPGAX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Income Fund Class A (FEIAX) is 3.98%, while Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a volatility of 5.46%. This indicates that FEIAX 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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