FIDGX vs. NEAGX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Needham Aggressive Growth Fund (NEAGX).

FIDGX is managed by Fidelity. It was launched on Feb 1, 2017. NEAGX is managed by Needham. It was launched on Sep 4, 2001.

Performance

FIDGX vs. NEAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Needham Aggressive Growth Fund (NEAGX). The values are adjusted to include any dividend payments, if applicable.

FIDGX vs. NEAGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z	-0.82%	11.29%	20.67%	19.17%	-25.25%	10.63%	36.52%	36.54%	-4.45%	22.27%
NEAGX Needham Aggressive Growth Fund	11.92%	26.40%	14.31%	37.65%	-27.53%	37.56%	51.53%	43.82%	-16.09%	9.33%

Returns By Period

In the year-to-date period, FIDGX achieves a -0.82% return, which is significantly lower than NEAGX's 11.92% return.

FIDGX

• 1D: 4.93%
• 1M: -6.50%
• YTD: -0.82%
• 6M: 2.26%
• 1Y: 24.18%
• 3Y*: 13.98%
• 5Y*: 4.26%
• 10Y*: —

NEAGX

• 1D: 4.33%
• 1M: -7.75%
• YTD: 11.92%
• 6M: 14.19%
• 1Y: 60.51%
• 3Y*: 26.85%
• 5Y*: 15.03%
• 10Y*: 18.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FIDGX vs. NEAGX - Expense Ratio Comparison

FIDGX has a 0.90% expense ratio, which is lower than NEAGX's 1.86% expense ratio.

NEAGX

Needham Aggressive Growth Fund

FIDGX

Fidelity Advisor Small Cap Growth Fund Class Z

Return for Risk

FIDGX vs. NEAGX — Risk / Return Rank

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

FIDGX

FIDGX Risk / Return Rank: 53
FIDGX Sharpe Ratio Rank: 45
FIDGX Sortino Ratio Rank: 49
FIDGX Omega Ratio Rank: 40
FIDGX Calmar Ratio Rank: 68
FIDGX Martin Ratio Rank: 63

NEAGX

NEAGX Risk / Return Rank: 93
NEAGX Sharpe Ratio Rank: 94
NEAGX Sortino Ratio Rank: 91
NEAGX Omega Ratio Rank: 87
NEAGX Calmar Ratio Rank: 97
NEAGX Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIDGX vs. NEAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Needham Aggressive Growth Fund (NEAGX). 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.

	FIDGX	NEAGX	Difference
Sharpe ratio Return per unit of total volatility	0.97	2.14	-1.18
Sortino ratio Return per unit of downside risk	1.47	2.71	-1.24
Omega ratio Gain probability vs. loss probability	1.19	1.38	-0.18
Calmar ratio Return relative to maximum drawdown	1.70	4.27	-2.56
Martin ratio Return relative to average drawdown	6.38	15.19	-8.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FIDGX vs. NEAGX - Sharpe Ratio Comparison

The current FIDGX Sharpe Ratio is 0.97, which is lower than the NEAGX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of FIDGX and NEAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FIDGX	NEAGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.97	2.14	-1.18
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	0.62	-0.44
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.59	-0.07

Correlation

The correlation between FIDGX and NEAGX is 0.85, 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

FIDGX vs. NEAGX - Dividend Comparison

FIDGX's dividend yield for the trailing twelve months is around 6.36%, more than NEAGX's 1.91% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z	6.36%	6.31%	1.49%	0.00%	0.00%	19.26%	8.17%	5.27%	14.38%	6.92%	0.00%	0.00%
NEAGX Needham Aggressive Growth Fund	1.91%	2.14%	0.00%	0.00%	0.00%	7.10%	3.91%	10.64%	16.57%	5.17%	6.72%	11.88%

Drawdowns

FIDGX vs. NEAGX - Drawdown Comparison

The maximum FIDGX drawdown since its inception was -38.99%, smaller than the maximum NEAGX drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for FIDGX and NEAGX.

Drawdown Indicators

	FIDGX	NEAGX	Difference
Max Drawdown Largest peak-to-trough decline	-38.99%	-41.80%	+2.81%
Max Drawdown (1Y) Largest decline over 1 year	-13.78%	-14.01%	+0.23%
Max Drawdown (5Y) Largest decline over 5 years	-38.99%	-36.31%	-2.68%
Max Drawdown (10Y) Largest decline over 10 years	—	-36.31%	—
Current Drawdown Current decline from peak	-8.81%	-7.75%	-1.06%
Average Drawdown Average peak-to-trough decline	-10.96%	-8.72%	-2.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.68%	3.93%	-0.25%

Volatility

FIDGX vs. NEAGX - Volatility Comparison

The current volatility for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) is 9.91%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 11.64%. This indicates that FIDGX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FIDGX	NEAGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.91%	11.64%	-1.73%
Volatility (6M) Calculated over the trailing 6-month period	16.75%	19.84%	-3.09%
Volatility (1Y) Calculated over the trailing 1-year period	24.94%	28.93%	-3.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.43%	24.33%	-0.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.36%	23.90%	-0.54%