FNITX vs. FAGOX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class M (FNITX) and Fidelity Advisor Growth Opportunities Fund Class M (FAGOX).
FNITX is managed by Fidelity. It was launched on Jul 31, 2003. FAGOX is managed by Fidelity. It was launched on Nov 18, 1987.
Performance
FNITX vs. FAGOX - Performance Comparison
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FNITX vs. FAGOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNITX Fidelity Advisor New Insights Fund Class M | -4.19% | 22.36% | 34.61% | 35.61% | -26.67% | 24.10% | 23.30% | 28.81% | -4.89% | 27.76% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | -9.60% | 21.86% | 38.37% | 44.80% | -38.56% | 11.05% | 68.19% | 39.94% | 14.61% | 34.34% |
Returns By Period
In the year-to-date period, FNITX achieves a -4.19% return, which is significantly higher than FAGOX's -9.60% return. Over the past 10 years, FNITX has underperformed FAGOX with an annualized return of 14.86%, while FAGOX has yielded a comparatively higher 18.91% annualized return.
FNITX
- 1D
- 3.64%
- 1M
- -5.86%
- YTD
- -4.19%
- 6M
- -0.68%
- 1Y
- 23.27%
- 3Y*
- 24.83%
- 5Y*
- 13.29%
- 10Y*
- 14.86%
FAGOX
- 1D
- 4.76%
- 1M
- -5.84%
- YTD
- -9.60%
- 6M
- -8.63%
- 1Y
- 22.40%
- 3Y*
- 24.51%
- 5Y*
- 7.64%
- 10Y*
- 18.91%
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FNITX vs. FAGOX - Expense Ratio Comparison
FNITX has a 1.18% expense ratio, which is lower than FAGOX's 1.28% expense ratio.
Return for Risk
FNITX vs. FAGOX — Risk / Return Rank
FNITX
FAGOX
FNITX vs. FAGOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class M (FNITX) and Fidelity Advisor Growth Opportunities Fund Class M (FAGOX). 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.
| FNITX | FAGOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.98 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.49 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.43 | +0.80 |
Martin ratioReturn relative to average drawdown | 8.90 | 5.15 | +3.75 |
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
| FNITX | FAGOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.98 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.31 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.80 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.58 | +0.02 |
Correlation
The correlation between FNITX and FAGOX 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
FNITX vs. FAGOX - Dividend Comparison
FNITX's dividend yield for the trailing twelve months is around 10.68%, more than FAGOX's 4.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNITX Fidelity Advisor New Insights Fund Class M | 10.68% | 11.08% | 6.33% | 6.43% | 18.00% | 13.42% | 8.54% | 6.62% | 14.33% | 7.86% | 4.99% | 4.45% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 4.65% | 4.21% | 0.00% | 0.00% | 0.00% | 10.01% | 5.29% | 4.15% | 12.10% | 7.48% | 15.51% | 11.14% |
Drawdowns
FNITX vs. FAGOX - Drawdown Comparison
The maximum FNITX drawdown since its inception was -49.84%, smaller than the maximum FAGOX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for FNITX and FAGOX.
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Drawdown Indicators
| FNITX | FAGOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.84% | -65.31% | +15.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -16.27% | +5.42% |
Max Drawdown (5Y)Largest decline over 5 years | -32.06% | -44.84% | +12.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.06% | -44.84% | +12.78% |
Current DrawdownCurrent decline from peak | -7.19% | -12.29% | +5.10% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -13.60% | +6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 4.52% | -1.80% |
Volatility
FNITX vs. FAGOX - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class M (FNITX) is 6.65%, while Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a volatility of 8.51%. This indicates that FNITX experiences smaller price fluctuations and is considered to be less risky than FAGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNITX | FAGOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 8.51% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 14.81% | -3.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 24.42% | -4.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 24.88% | -5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 23.83% | -4.58% |