FMFMX vs. NEAGX
Compare and contrast key facts about Fidelity Advisor Series Equity Growth Fund (FMFMX) and Needham Aggressive Growth Fund (NEAGX).
FMFMX is managed by Fidelity. It was launched on Jun 6, 2014. NEAGX is managed by Needham. It was launched on Sep 4, 2001.
Performance
FMFMX vs. NEAGX - Performance Comparison
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FMFMX vs. NEAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMFMX Fidelity Advisor Series Equity Growth Fund | -4.00% | 14.98% | 30.90% | 37.23% | -23.65% | 18.56% | 45.18% | 35.17% | -0.07% | 36.89% |
NEAGX Needham Aggressive Growth Fund | 13.84% | 26.40% | 14.31% | 37.65% | -27.53% | 37.56% | 51.53% | 43.82% | -16.09% | 8.75% |
Returns By Period
In the year-to-date period, FMFMX achieves a -4.00% return, which is significantly lower than NEAGX's 13.84% return. Both investments have delivered pretty close results over the past 10 years, with FMFMX having a 17.55% annualized return and NEAGX not far ahead at 18.24%.
FMFMX
- 1D
- 1.32%
- 1M
- -2.60%
- YTD
- -4.00%
- 6M
- -4.03%
- 1Y
- 18.50%
- 3Y*
- 21.50%
- 5Y*
- 11.33%
- 10Y*
- 17.55%
NEAGX
- 1D
- 1.72%
- 1M
- -2.99%
- YTD
- 13.84%
- 6M
- 16.05%
- 1Y
- 60.20%
- 3Y*
- 27.57%
- 5Y*
- 15.42%
- 10Y*
- 18.24%
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FMFMX vs. NEAGX - Expense Ratio Comparison
FMFMX has a 0.00% expense ratio, which is lower than NEAGX's 1.86% expense ratio.
Return for Risk
FMFMX vs. NEAGX — Risk / Return Rank
FMFMX
NEAGX
FMFMX vs. NEAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Equity Growth Fund (FMFMX) 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.
| FMFMX | NEAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 2.20 | -1.31 |
Sortino ratioReturn per unit of downside risk | 1.39 | 2.76 | -1.38 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.38 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 4.60 | -3.03 |
Martin ratioReturn relative to average drawdown | 5.47 | 16.30 | -10.83 |
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
| FMFMX | NEAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 2.20 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.64 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.76 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.59 | +0.11 |
Correlation
The correlation between FMFMX and NEAGX is 0.79, 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
FMFMX vs. NEAGX - Dividend Comparison
FMFMX's dividend yield for the trailing twelve months is around 15.15%, more than NEAGX's 1.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMFMX Fidelity Advisor Series Equity Growth Fund | 15.15% | 14.54% | 28.50% | 5.57% | 5.69% | 16.12% | 27.01% | 13.51% | 9.43% | 18.29% | 0.12% | 0.15% |
NEAGX Needham Aggressive Growth Fund | 1.88% | 2.14% | 0.00% | 0.00% | 0.00% | 7.10% | 3.91% | 10.64% | 16.57% | 5.17% | 6.72% | 11.88% |
Drawdowns
FMFMX vs. NEAGX - Drawdown Comparison
The maximum FMFMX drawdown since its inception was -36.89%, smaller than the maximum NEAGX drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for FMFMX and NEAGX.
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Drawdown Indicators
| FMFMX | NEAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.89% | -41.80% | +4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -14.01% | +1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -36.89% | -36.31% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -36.89% | -36.31% | -0.58% |
Current DrawdownCurrent decline from peak | -14.08% | -6.16% | -7.92% |
Average DrawdownAverage peak-to-trough decline | -7.37% | -8.72% | +1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 3.95% | -0.23% |
Volatility
FMFMX vs. NEAGX - Volatility Comparison
The current volatility for Fidelity Advisor Series Equity Growth Fund (FMFMX) is 7.75%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 11.39%. This indicates that FMFMX 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.
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Volatility by Period
| FMFMX | NEAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 11.39% | -3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 19.90% | -6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.03% | 28.94% | -6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.83% | 24.30% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 23.91% | -1.00% |