FZAFX vs. FDGRX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and Fidelity Growth Company Fund (FDGRX).
FZAFX is managed by Fidelity. It was launched on Aug 13, 2013. FDGRX is managed by Fidelity.
Performance
FZAFX vs. FDGRX - Performance Comparison
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FZAFX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAFX Fidelity Advisor Equity Growth Fund Class Z | -9.30% | 14.68% | 18.15% | 35.80% | -24.36% | 23.09% | 43.86% | 35.68% | 0.36% | 35.37% |
FDGRX Fidelity Growth Company Fund | -6.86% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Returns By Period
In the year-to-date period, FZAFX achieves a -9.30% return, which is significantly lower than FDGRX's -6.86% return. Over the past 10 years, FZAFX has underperformed FDGRX with an annualized return of 15.70%, while FDGRX has yielded a comparatively higher 19.82% annualized return.
FZAFX
- 1D
- -0.85%
- 1M
- -9.03%
- YTD
- -9.30%
- 6M
- -8.57%
- 1Y
- 13.42%
- 3Y*
- 14.83%
- 5Y*
- 8.58%
- 10Y*
- 15.70%
FDGRX
- 1D
- -1.22%
- 1M
- -8.22%
- YTD
- -6.86%
- 6M
- -6.92%
- 1Y
- 26.32%
- 3Y*
- 24.11%
- 5Y*
- 12.04%
- 10Y*
- 19.82%
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FZAFX vs. FDGRX - Expense Ratio Comparison
FZAFX has a 0.60% expense ratio, which is lower than FDGRX's 0.79% expense ratio.
Return for Risk
FZAFX vs. FDGRX — Risk / Return Rank
FZAFX
FDGRX
FZAFX vs. FDGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and Fidelity Growth Company Fund (FDGRX). 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.
| FZAFX | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.07 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.58 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.49 | -0.66 |
Martin ratioReturn relative to average drawdown | 2.95 | 5.49 | -2.54 |
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
| FZAFX | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.07 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.51 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.85 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.66 | +0.08 |
Correlation
The correlation between FZAFX and FDGRX is 0.96, 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
FZAFX vs. FDGRX - Dividend Comparison
FZAFX's dividend yield for the trailing twelve months is around 0.57%, while FDGRX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAFX Fidelity Advisor Equity Growth Fund Class Z | 0.57% | 0.51% | 0.00% | 0.48% | 1.93% | 11.39% | 10.84% | 9.53% | 6.38% | 11.66% | 5.87% | 0.00% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.16% | 3.92% |
Drawdowns
FZAFX vs. FDGRX - Drawdown Comparison
The maximum FZAFX drawdown since its inception was -31.13%, smaller than the maximum FDGRX drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for FZAFX and FDGRX.
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Drawdown Indicators
| FZAFX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -71.62% | +40.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -13.07% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -29.73% | -40.25% | +10.52% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -40.25% | +9.12% |
Current DrawdownCurrent decline from peak | -12.55% | -12.60% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -15.97% | +10.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.89% | -0.32% |
Volatility
FZAFX vs. FDGRX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) is 6.24%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.72%. This indicates that FZAFX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAFX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 6.72% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 14.66% | -2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 24.34% | -2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.51% | 23.90% | -3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 23.29% | -2.64% |