FIFNX vs. FAEGX
Compare and contrast key facts about Fidelity Founders Fund (FIFNX) and Fidelity Advisor Equity Growth Fund Class M (FAEGX).
FIFNX is managed by Fidelity. It was launched on Feb 14, 2019. FAEGX is managed by Fidelity. It was launched on Sep 10, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFNX or FAEGX.
Correlation
The correlation between FIFNX and FAEGX is 0.94, 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
FIFNX vs. FAEGX - Performance Comparison
Key characteristics
FIFNX:
1.80
FAEGX:
2.01
FIFNX:
2.40
FAEGX:
2.69
FIFNX:
1.32
FAEGX:
1.36
FIFNX:
2.41
FAEGX:
1.81
FIFNX:
11.22
FAEGX:
11.18
FIFNX:
2.79%
FAEGX:
2.89%
FIFNX:
17.49%
FAEGX:
16.08%
FIFNX:
-34.82%
FAEGX:
-63.80%
FIFNX:
-6.13%
FAEGX:
-1.90%
Returns By Period
The year-to-date returns for both investments are quite close, with FIFNX having a 30.90% return and FAEGX slightly higher at 32.18%.
FIFNX
30.90%
-2.69%
11.53%
31.19%
15.82%
N/A
FAEGX
32.18%
1.54%
8.70%
32.02%
10.44%
9.16%
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FIFNX vs. FAEGX - Expense Ratio Comparison
FIFNX has a 0.90% expense ratio, which is lower than FAEGX's 1.21% expense ratio.
Risk-Adjusted Performance
FIFNX vs. FAEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Founders Fund (FIFNX) and Fidelity Advisor Equity Growth Fund Class M (FAEGX). 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
FIFNX vs. FAEGX - Dividend Comparison
Neither FIFNX nor FAEGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIFNX Fidelity Founders Fund | 0.00% | 0.11% | 0.67% | 0.23% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
FAEGX Fidelity Advisor Equity Growth Fund Class M | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.40% |
Drawdowns
FIFNX vs. FAEGX - Drawdown Comparison
The maximum FIFNX drawdown since its inception was -34.82%, smaller than the maximum FAEGX drawdown of -63.80%. Use the drawdown chart below to compare losses from any high point for FIFNX and FAEGX. For additional features, visit the drawdowns tool.
Volatility
FIFNX vs. FAEGX - Volatility Comparison
Fidelity Founders Fund (FIFNX) has a higher volatility of 5.38% compared to Fidelity Advisor Equity Growth Fund Class M (FAEGX) at 4.30%. This indicates that FIFNX's price experiences larger fluctuations and is considered to be riskier than FAEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.