FIFOX vs. FAGAX

In the year-to-date period, FIFOX achieves a 1.38% return, which is significantly higher than FAGAX's -0.30% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FIFOX has a 1.15% expense ratio, which is higher than FAGAX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Founders Fund Class A (FIFOX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX). 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.

The current FIFOX Sharpe Ratio is 0.74, which is higher than the FAGAX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of FIFOX and FAGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIFOX's dividend yield for the trailing twelve months is around 3.14%, while FAGAX has not paid dividends to shareholders.

The maximum FIFOX drawdown since its inception was -32.69%, smaller than the maximum FAGAX drawdown of -65.24%. Use the drawdown chart below to compare losses from any high point for FIFOX and FAGAX.

The current volatility for Fidelity Advisor Founders Fund Class A (FIFOX) is 5.34%, while Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) has a volatility of 5.78%. This indicates that FIFOX experiences smaller price fluctuations and is considered to be less risky than FAGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.