FMFMX vs. STX
Compare and contrast key facts about Fidelity Advisor Series Equity Growth Fund (FMFMX) and Seagate Technology plc (STX).
FMFMX is managed by Fidelity. It was launched on Jun 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMFMX or STX.
Correlation
The correlation between FMFMX and STX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FMFMX vs. STX - Performance Comparison
Loading data...
Key characteristics
FMFMX:
-0.49
STX:
0.18
FMFMX:
-0.43
STX:
0.61
FMFMX:
0.91
STX:
1.09
FMFMX:
-0.40
STX:
0.25
FMFMX:
-0.90
STX:
0.70
FMFMX:
17.32%
STX:
14.43%
FMFMX:
31.63%
STX:
40.94%
FMFMX:
-41.61%
STX:
-88.74%
FMFMX:
-28.43%
STX:
-13.70%
Returns By Period
In the year-to-date period, FMFMX achieves a -5.22% return, which is significantly lower than STX's 11.80% return. Over the past 10 years, FMFMX has underperformed STX with an annualized return of 3.91%, while STX has yielded a comparatively higher 10.62% annualized return.
FMFMX
-5.22%
10.40%
-26.98%
-15.41%
1.24%
3.91%
STX
11.80%
37.24%
-7.22%
4.82%
18.39%
10.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
FMFMX vs. STX — Risk-Adjusted Performance Rank
FMFMX
STX
FMFMX vs. STX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Equity Growth Fund (FMFMX) and Seagate Technology plc (STX). 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.
Loading data...
Dividends
FMFMX vs. STX - Dividend Comparison
FMFMX's dividend yield for the trailing twelve months is around 0.72%, less than STX's 2.97% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FMFMX Fidelity Advisor Series Equity Growth Fund | 0.72% | 0.69% | 0.72% | 0.94% | 1.21% | 0.78% | 0.92% | 1.09% | 0.66% | 0.12% | 0.21% | 0.06% |
STX Seagate Technology plc | 2.97% | 3.27% | 3.28% | 5.32% | 2.40% | 4.21% | 4.27% | 6.53% | 6.02% | 6.60% | 6.14% | 2.75% |
Drawdowns
FMFMX vs. STX - Drawdown Comparison
The maximum FMFMX drawdown since its inception was -41.61%, smaller than the maximum STX drawdown of -88.74%. Use the drawdown chart below to compare losses from any high point for FMFMX and STX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FMFMX vs. STX - Volatility Comparison
The current volatility for Fidelity Advisor Series Equity Growth Fund (FMFMX) is 7.90%, while Seagate Technology plc (STX) has a volatility of 15.80%. This indicates that FMFMX experiences smaller price fluctuations and is considered to be less risky than STX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...