FGTAX vs. SHRAX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) and ClearBridge Aggressive Growth Fund (SHRAX).
FGTAX is managed by Fidelity. It was launched on Feb 5, 2008. SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983.
Performance
FGTAX vs. SHRAX - Performance Comparison
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FGTAX vs. SHRAX - 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% |
SHRAX ClearBridge Aggressive Growth Fund | -7.17% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
Returns By Period
In the year-to-date period, FGTAX achieves a -2.19% return, which is significantly higher than SHRAX's -7.17% return. Over the past 10 years, FGTAX has outperformed SHRAX with an annualized return of 15.11%, while SHRAX has yielded a comparatively lower 7.12% 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%
SHRAX
- 1D
- 3.40%
- 1M
- -6.68%
- YTD
- -7.17%
- 6M
- -8.75%
- 1Y
- 13.06%
- 3Y*
- 10.93%
- 5Y*
- 1.80%
- 10Y*
- 7.12%
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FGTAX vs. SHRAX - Expense Ratio Comparison
FGTAX has a 0.90% expense ratio, which is lower than SHRAX's 1.11% expense ratio.
Return for Risk
FGTAX vs. SHRAX — Risk / Return Rank
FGTAX
SHRAX
FGTAX vs. SHRAX - 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 ClearBridge Aggressive Growth Fund (SHRAX). 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 | SHRAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.62 | +0.84 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.04 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.14 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 0.96 | +1.26 |
Martin ratioReturn relative to average drawdown | 10.24 | 3.02 | +7.21 |
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 | SHRAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.62 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.09 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.34 | +0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.45 | +0.11 |
Correlation
The correlation between FGTAX and SHRAX is 0.86, 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. SHRAX - Dividend Comparison
FGTAX's dividend yield for the trailing twelve months is around 3.80%, less than SHRAX's 23.99% 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% |
SHRAX ClearBridge Aggressive Growth Fund | 23.99% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
Drawdowns
FGTAX vs. SHRAX - Drawdown Comparison
The maximum FGTAX drawdown since its inception was -53.07%, smaller than the maximum SHRAX drawdown of -57.26%. Use the drawdown chart below to compare losses from any high point for FGTAX and SHRAX.
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Drawdown Indicators
| FGTAX | SHRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.07% | -57.26% | +4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.16% | -14.59% | +2.43% |
Max Drawdown (5Y)Largest decline over 5 years | -23.48% | -33.77% | +10.29% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | -33.77% | -1.44% |
Current DrawdownCurrent decline from peak | -6.19% | -11.69% | +5.50% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -11.29% | +4.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 4.62% | -1.98% |
Volatility
FGTAX vs. SHRAX - Volatility Comparison
The current volatility for Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) is 5.53%, while ClearBridge Aggressive Growth Fund (SHRAX) has a volatility of 7.07%. This indicates that FGTAX experiences smaller price fluctuations and is considered to be less risky than SHRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGTAX | SHRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 7.07% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | 13.63% | -3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.36% | 23.09% | -4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.70% | 20.84% | -4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 20.85% | -2.73% |