FGIZX vs. FGRIX
Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and Fidelity Growth & Income Portfolio (FGRIX).
FGIZX is managed by Fidelity. It was launched on Feb 1, 2017. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIZX or FGRIX.
Correlation
The correlation between FGIZX and FGRIX is 0.99, 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. FGRIX - Performance Comparison
Key characteristics
FGIZX:
1.54
FGRIX:
1.54
FGIZX:
2.07
FGRIX:
2.14
FGIZX:
1.29
FGRIX:
1.29
FGIZX:
2.18
FGRIX:
2.61
FGIZX:
6.96
FGRIX:
8.14
FGIZX:
2.69%
FGRIX:
2.24%
FGIZX:
12.21%
FGRIX:
11.88%
FGIZX:
-39.59%
FGRIX:
-66.71%
FGIZX:
-4.16%
FGRIX:
-1.50%
Returns By Period
The year-to-date returns for both investments are quite close, with FGIZX having a 4.82% return and FGRIX slightly higher at 4.87%.
FGIZX
4.82%
4.78%
6.63%
18.03%
11.41%
N/A
FGRIX
4.87%
4.83%
6.08%
17.53%
10.66%
9.81%
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FGIZX vs. FGRIX - Expense Ratio Comparison
FGIZX has a 0.53% expense ratio, which is lower than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FGIZX vs. FGRIX — Risk-Adjusted Performance Rank
FGIZX
FGRIX
FGIZX vs. FGRIX - 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 & Income Portfolio (FGRIX). 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. FGRIX - Dividend Comparison
FGIZX's dividend yield for the trailing twelve months is around 1.44%, more than FGRIX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIZX Fidelity Advisor Growth & Income Fund Class Z | 1.44% | 1.50% | 1.62% | 1.63% | 1.97% | 2.06% | 2.10% | 2.38% | 1.68% | 0.00% | 0.00% | 0.00% |
FGRIX Fidelity Growth & Income Portfolio | 1.36% | 1.43% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 2.04% | 1.72% |
Drawdowns
FGIZX vs. FGRIX - Drawdown Comparison
The maximum FGIZX drawdown since its inception was -39.59%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for FGIZX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FGIZX vs. FGRIX - Volatility Comparison
Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and Fidelity Growth & Income Portfolio (FGRIX) have volatilities of 3.34% and 3.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.