FNIAX vs. FAGCX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class A (FNIAX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX).
FNIAX is managed by Fidelity. It was launched on Jul 31, 2003. FAGCX is managed by Fidelity. It was launched on Jul 3, 1995.
Performance
FNIAX vs. FAGCX - Performance Comparison
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FNIAX vs. FAGCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNIAX Fidelity Advisor New Insights Fund Class A | -7.49% | 21.17% | 34.94% | 35.97% | -26.57% | 24.40% | 23.62% | 29.17% | -4.67% | 28.07% |
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | -13.60% | 22.47% | 39.06% | 45.51% | -32.60% | 16.63% | 74.20% | 47.51% | 19.08% | 37.70% |
Returns By Period
In the year-to-date period, FNIAX achieves a -7.49% return, which is significantly higher than FAGCX's -13.60% return. Over the past 10 years, FNIAX has underperformed FAGCX with an annualized return of 14.58%, while FAGCX has yielded a comparatively higher 22.13% annualized return.
FNIAX
- 1D
- -0.52%
- 1M
- -9.26%
- YTD
- -7.49%
- 6M
- -4.20%
- 1Y
- 20.18%
- 3Y*
- 23.16%
- 5Y*
- 12.88%
- 10Y*
- 14.58%
FAGCX
- 1D
- -1.17%
- 1M
- -9.93%
- YTD
- -13.60%
- 6M
- -12.22%
- 1Y
- 18.69%
- 3Y*
- 23.21%
- 5Y*
- 9.78%
- 10Y*
- 22.13%
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FNIAX vs. FAGCX - Expense Ratio Comparison
FNIAX has a 0.93% expense ratio, which is higher than FAGCX's 0.79% expense ratio.
Return for Risk
FNIAX vs. FAGCX — Risk / Return Rank
FNIAX
FAGCX
FNIAX vs. FAGCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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.
| FNIAX | FAGCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.77 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.21 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 0.95 | +0.64 |
Martin ratioReturn relative to average drawdown | 6.45 | 3.49 | +2.96 |
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
| FNIAX | FAGCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.77 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.39 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.91 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.47 | +0.12 |
Correlation
The correlation between FNIAX and FAGCX is 0.92, 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
FNIAX vs. FAGCX - Dividend Comparison
FNIAX's dividend yield for the trailing twelve months is around 10.10%, more than FAGCX's 4.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNIAX Fidelity Advisor New Insights Fund Class A | 10.10% | 8.96% | 5.85% | 6.18% | 17.12% | 12.66% | 8.14% | 6.48% | 13.78% | 7.61% | 4.99% | 4.40% |
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 4.25% | 3.67% | 0.00% | 0.00% | 11.34% | 14.14% | 7.31% | 7.69% | 14.30% | 8.00% | 15.78% | 16.11% |
Drawdowns
FNIAX vs. FAGCX - Drawdown Comparison
The maximum FNIAX drawdown since its inception was -49.69%, smaller than the maximum FAGCX drawdown of -69.09%. Use the drawdown chart below to compare losses from any high point for FNIAX and FAGCX.
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Drawdown Indicators
| FNIAX | FAGCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.69% | -69.09% | +19.40% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -16.10% | +5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -38.72% | +6.74% |
Max Drawdown (10Y)Largest decline over 10 years | -31.98% | -38.72% | +6.74% |
Current DrawdownCurrent decline from peak | -10.41% | -16.10% | +5.69% |
Average DrawdownAverage peak-to-trough decline | -7.28% | -18.84% | +11.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 4.39% | -1.71% |
Volatility
FNIAX vs. FAGCX - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class A (FNIAX) is 5.30%, while Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a volatility of 6.78%. This indicates that FNIAX experiences smaller price fluctuations and is considered to be less risky than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNIAX | FAGCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 6.78% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 14.04% | -3.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 24.02% | -4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.01% | 25.36% | -6.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 24.38% | -5.16% |