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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAFX or FDGRX.
Correlation
The correlation between FZAFX and FDGRX is 0.95, 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.
Performance
FZAFX vs. FDGRX - Performance Comparison
Key characteristics
FZAFX:
1.03
FDGRX:
1.23
FZAFX:
1.36
FDGRX:
1.64
FZAFX:
1.21
FDGRX:
1.23
FZAFX:
1.50
FDGRX:
1.10
FZAFX:
4.66
FDGRX:
5.61
FZAFX:
4.17%
FDGRX:
4.69%
FZAFX:
18.81%
FDGRX:
21.42%
FZAFX:
-36.83%
FDGRX:
-71.50%
FZAFX:
-8.37%
FDGRX:
-7.83%
Returns By Period
In the year-to-date period, FZAFX achieves a 5.05% return, which is significantly higher than FDGRX's 4.12% return. Over the past 10 years, FZAFX has underperformed FDGRX with an annualized return of 9.85%, while FDGRX has yielded a comparatively higher 12.85% annualized return.
FZAFX
5.05%
2.21%
3.57%
18.01%
11.79%
9.85%
FDGRX
4.12%
0.53%
7.94%
25.60%
13.81%
12.85%
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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.
Risk-Adjusted Performance
FZAFX vs. FDGRX — Risk-Adjusted Performance Rank
FZAFX
FDGRX
FZAFX vs. FDGRX - Risk-Adjusted Performance 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.
Dividends
FZAFX vs. FDGRX - Dividend Comparison
Neither FZAFX nor FDGRX has paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Equity Growth Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% |
Drawdowns
FZAFX vs. FDGRX - Drawdown Comparison
The maximum FZAFX drawdown since its inception was -36.83%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FZAFX and FDGRX. For additional features, visit the drawdowns tool.
Volatility
FZAFX vs. FDGRX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class Z (FZAFX) has a higher volatility of 10.99% compared to Fidelity Growth Company Fund (FDGRX) at 10.14%. This indicates that FZAFX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.