FGIZX vs. FDGRX
Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and Fidelity Growth Company Fund (FDGRX).
FGIZX is managed by Fidelity. It was launched on Feb 1, 2017. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIZX or FDGRX.
Correlation
The correlation between FGIZX and FDGRX is 0.71, 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.
Performance
FGIZX vs. FDGRX - Performance Comparison
Key characteristics
FGIZX:
1.52
FDGRX:
0.86
FGIZX:
2.05
FDGRX:
1.22
FGIZX:
1.29
FDGRX:
1.17
FGIZX:
2.14
FDGRX:
0.88
FGIZX:
6.67
FDGRX:
3.52
FGIZX:
2.75%
FDGRX:
5.33%
FGIZX:
12.09%
FDGRX:
21.72%
FGIZX:
-39.59%
FDGRX:
-71.50%
FGIZX:
-3.40%
FDGRX:
-8.80%
Returns By Period
In the year-to-date period, FGIZX achieves a 5.65% return, which is significantly higher than FDGRX's 3.02% return.
FGIZX
5.65%
2.08%
4.75%
19.05%
11.86%
N/A
FDGRX
3.02%
1.69%
2.49%
21.45%
12.21%
11.98%
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FGIZX vs. FDGRX - Expense Ratio Comparison
FGIZX has a 0.53% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FGIZX vs. FDGRX — Risk-Adjusted Performance Rank
FGIZX
FDGRX
FGIZX vs. FDGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and Fidelity Growth Company Fund (FDGRX). 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.
Dividends
FGIZX vs. FDGRX - Dividend Comparison
FGIZX's dividend yield for the trailing twelve months is around 1.42%, while FDGRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIZX Fidelity Advisor Growth & Income Fund Class Z | 1.42% | 1.50% | 1.62% | 1.63% | 1.97% | 2.06% | 2.10% | 2.38% | 1.68% | 0.00% | 0.00% | 0.00% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% |
Drawdowns
FGIZX vs. FDGRX - Drawdown Comparison
The maximum FGIZX drawdown since its inception was -39.59%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FGIZX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FGIZX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Advisor Growth & Income Fund Class Z (FGIZX) is 2.94%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.56%. This indicates that FGIZX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.