FGTAX vs. FZAHX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) and Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX).
FGTAX is managed by Fidelity. It was launched on Feb 5, 2008. FZAHX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
FGTAX vs. FZAHX - Performance Comparison
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FGTAX vs. FZAHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGTAX Fidelity Advisor Mega Cap Stock Fund Class A | -2.19% | 26.58% | 25.62% | 26.18% | -9.26% | 25.98% | 12.59% | 30.74% | -7.68% | 17.54% |
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | -9.46% | 22.61% | 39.23% | 45.70% | -38.18% | 11.74% | 69.25% | 40.80% | 15.25% | 35.10% |
Returns By Period
In the year-to-date period, FGTAX achieves a -2.19% return, which is significantly higher than FZAHX's -9.46% return. Over the past 10 years, FGTAX has underperformed FZAHX with an annualized return of 15.11%, while FZAHX has yielded a comparatively higher 19.64% annualized return.
FGTAX
- 1D
- 3.13%
- 1M
- -4.73%
- YTD
- -2.19%
- 6M
- 2.33%
- 1Y
- 25.96%
- 3Y*
- 22.12%
- 5Y*
- 14.60%
- 10Y*
- 15.11%
FZAHX
- 1D
- 4.77%
- 1M
- -5.79%
- YTD
- -9.46%
- 6M
- -8.34%
- 1Y
- 23.15%
- 3Y*
- 25.28%
- 5Y*
- 8.31%
- 10Y*
- 19.64%
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FGTAX vs. FZAHX - Expense Ratio Comparison
FGTAX has a 0.90% expense ratio, which is higher than FZAHX's 0.67% expense ratio.
Return for Risk
FGTAX vs. FZAHX — Risk / Return Rank
FGTAX
FZAHX
FGTAX vs. FZAHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) and Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX). 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.
| FGTAX | FZAHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.01 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.53 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.22 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.50 | +0.72 |
Martin ratioReturn relative to average drawdown | 10.24 | 5.41 | +4.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGTAX | FZAHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.01 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.34 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.83 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.78 | -0.23 |
Correlation
The correlation between FGTAX and FZAHX is 0.80, 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
FGTAX vs. FZAHX - Dividend Comparison
FGTAX's dividend yield for the trailing twelve months is around 3.80%, less than FZAHX's 3.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGTAX Fidelity Advisor Mega Cap Stock Fund Class A | 3.80% | 3.72% | 2.48% | 1.86% | 4.17% | 4.61% | 7.84% | 12.91% | 21.65% | 16.21% | 1.75% | 3.75% |
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 3.98% | 3.61% | 0.00% | 0.00% | 0.00% | 9.45% | 5.15% | 3.74% | 11.00% | 7.50% | 14.42% | 10.52% |
Drawdowns
FGTAX vs. FZAHX - Drawdown Comparison
The maximum FGTAX drawdown since its inception was -53.07%, which is greater than FZAHX's maximum drawdown of -44.45%. Use the drawdown chart below to compare losses from any high point for FGTAX and FZAHX.
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Drawdown Indicators
| FGTAX | FZAHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.07% | -44.45% | -8.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -16.06% | +3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.48% | -44.45% | +20.97% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | -44.45% | +9.24% |
Current DrawdownCurrent decline from peak | -6.19% | -12.06% | +5.87% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -8.30% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 4.45% | -1.81% |
Volatility
FGTAX vs. FZAHX - Volatility Comparison
The current volatility for Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) is 5.53%, while Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a volatility of 8.51%. This indicates that FGTAX experiences smaller price fluctuations and is considered to be less risky than FZAHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGTAX | FZAHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 8.51% | -2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | 14.81% | -5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 24.42% | -6.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.70% | 24.88% | -8.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 23.82% | -5.70% |