Correlation
The correlation between FIDGX and POAGX is 0.83, 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.
FIDGX vs. POAGX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX).
FIDGX is managed by Fidelity. It was launched on Feb 1, 2017. POAGX is managed by PRIMECAP Odyssey Funds. It was launched on Nov 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDGX or POAGX.
Performance
FIDGX vs. POAGX - Performance Comparison
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Key characteristics
FIDGX:
0.06
POAGX:
0.26
FIDGX:
0.22
POAGX:
0.46
FIDGX:
1.03
POAGX:
1.06
FIDGX:
0.03
POAGX:
0.20
FIDGX:
0.08
POAGX:
0.66
FIDGX:
10.11%
POAGX:
7.68%
FIDGX:
25.60%
POAGX:
24.73%
FIDGX:
-38.99%
POAGX:
-55.77%
FIDGX:
-14.34%
POAGX:
-7.91%
Returns By Period
In the year-to-date period, FIDGX achieves a -6.24% return, which is significantly lower than POAGX's -1.72% return.
FIDGX
-6.24%
5.38%
-14.04%
1.20%
9.73%
9.72%
N/A
POAGX
-1.72%
6.52%
-4.57%
6.17%
10.35%
9.47%
9.47%
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FIDGX vs. POAGX - Expense Ratio Comparison
FIDGX has a 0.90% expense ratio, which is higher than POAGX's 0.65% expense ratio.
Risk-Adjusted Performance
FIDGX vs. POAGX — Risk-Adjusted Performance Rank
FIDGX
POAGX
FIDGX vs. POAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX). 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.
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Dividends
FIDGX vs. POAGX - Dividend Comparison
FIDGX's dividend yield for the trailing twelve months is around 1.59%, less than POAGX's 10.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | 1.59% | 1.49% | 0.00% | 0.00% | 19.26% | 8.17% | 5.27% | 14.38% | 6.92% | 0.00% | 0.00% | 0.00% |
POAGX PrimeCap Odyssey Aggressive Growth Fund | 10.07% | 9.90% | 5.54% | 10.78% | 11.10% | 7.84% | 5.33% | 7.82% | 0.86% | 8.31% | 6.27% | 4.67% |
Drawdowns
FIDGX vs. POAGX - Drawdown Comparison
The maximum FIDGX drawdown since its inception was -38.99%, smaller than the maximum POAGX drawdown of -55.77%. Use the drawdown chart below to compare losses from any high point for FIDGX and POAGX.
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Volatility
FIDGX vs. POAGX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and PrimeCap Odyssey Aggressive Growth Fund (POAGX) have volatilities of 5.78% and 5.91%, 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.
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