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FGIRX vs. VIGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FGIRX and VIGRX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

FGIRX vs. VIGRX - Performance Comparison

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

400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
347.60%
889.59%
FGIRX
VIGRX

Key characteristics

Sharpe Ratio

FGIRX:

0.18

VIGRX:

0.52

Sortino Ratio

FGIRX:

0.33

VIGRX:

0.79

Omega Ratio

FGIRX:

1.04

VIGRX:

1.10

Calmar Ratio

FGIRX:

0.21

VIGRX:

0.73

Martin Ratio

FGIRX:

0.58

VIGRX:

2.07

Ulcer Index

FGIRX:

4.08%

VIGRX:

4.83%

Daily Std Dev

FGIRX:

13.30%

VIGRX:

19.42%

Max Drawdown

FGIRX:

-56.33%

VIGRX:

-57.48%

Current Drawdown

FGIRX:

-11.03%

VIGRX:

-11.65%

Returns By Period

In the year-to-date period, FGIRX achieves a -2.54% return, which is significantly higher than VIGRX's -7.95% return. Over the past 10 years, FGIRX has underperformed VIGRX with an annualized return of 5.72%, while VIGRX has yielded a comparatively higher 14.30% annualized return.


FGIRX

YTD

-2.54%

1M

-4.39%

6M

-5.51%

1Y

3.05%

5Y*

16.66%

10Y*

5.72%

VIGRX

YTD

-7.95%

1M

-4.57%

6M

-0.28%

1Y

10.83%

5Y*

20.89%

10Y*

14.30%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FGIRX vs. VIGRX - Expense Ratio Comparison

FGIRX has a 0.92% expense ratio, which is higher than VIGRX's 0.17% expense ratio.


FGIRX
Fidelity Advisor Growth & Income Fund Class A
Expense ratio chart for FGIRX: current value is 0.92%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FGIRX: 0.92%
Expense ratio chart for VIGRX: current value is 0.17%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIGRX: 0.17%

Risk-Adjusted Performance

FGIRX vs. VIGRX — Risk-Adjusted Performance Rank

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

FGIRX
The Risk-Adjusted Performance Rank of FGIRX is 3838
Overall Rank
The Sharpe Ratio Rank of FGIRX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of FGIRX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of FGIRX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of FGIRX is 4343
Calmar Ratio Rank
The Martin Ratio Rank of FGIRX is 3737
Martin Ratio Rank

VIGRX
The Risk-Adjusted Performance Rank of VIGRX is 6464
Overall Rank
The Sharpe Ratio Rank of VIGRX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGRX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of VIGRX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VIGRX is 7979
Calmar Ratio Rank
The Martin Ratio Rank of VIGRX is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FGIRX vs. VIGRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class A (FGIRX) and Vanguard Growth Index Fund (VIGRX). 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.


Sharpe ratio
The chart of Sharpe ratio for FGIRX, currently valued at 0.18, compared to the broader market-1.000.001.002.003.004.00
FGIRX: 0.18
VIGRX: 0.52
The chart of Sortino ratio for FGIRX, currently valued at 0.33, compared to the broader market0.002.004.006.008.00
FGIRX: 0.33
VIGRX: 0.79
The chart of Omega ratio for FGIRX, currently valued at 1.04, compared to the broader market0.501.001.502.002.503.003.50
FGIRX: 1.04
VIGRX: 1.10
The chart of Calmar ratio for FGIRX, currently valued at 0.21, compared to the broader market0.002.004.006.008.0010.0012.00
FGIRX: 0.21
VIGRX: 0.73
The chart of Martin ratio for FGIRX, currently valued at 0.58, compared to the broader market0.0020.0040.0060.00
FGIRX: 0.58
VIGRX: 2.07

The current FGIRX Sharpe Ratio is 0.18, which is lower than the VIGRX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FGIRX and VIGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50NovemberDecember2025FebruaryMarchApril
0.18
0.52
FGIRX
VIGRX

Dividends

FGIRX vs. VIGRX - Dividend Comparison

FGIRX's dividend yield for the trailing twelve months is around 1.23%, more than VIGRX's 0.38% yield.


TTM20242023202220212020201920182017201620152014
FGIRX
Fidelity Advisor Growth & Income Fund Class A
1.23%1.20%1.31%1.30%1.63%1.75%1.76%2.09%1.25%1.53%1.99%9.80%
VIGRX
Vanguard Growth Index Fund
0.38%0.35%0.47%0.54%0.36%0.56%0.83%1.18%1.03%1.27%1.16%1.07%

Drawdowns

FGIRX vs. VIGRX - Drawdown Comparison

The maximum FGIRX drawdown since its inception was -56.33%, roughly equal to the maximum VIGRX drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for FGIRX and VIGRX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-11.03%
-11.65%
FGIRX
VIGRX

Volatility

FGIRX vs. VIGRX - Volatility Comparison

The current volatility for Fidelity Advisor Growth & Income Fund Class A (FGIRX) is 5.16%, while Vanguard Growth Index Fund (VIGRX) has a volatility of 8.25%. This indicates that FGIRX experiences smaller price fluctuations and is considered to be less risky than VIGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%NovemberDecember2025FebruaryMarchApril
5.16%
8.25%
FGIRX
VIGRX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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