FZAHX vs. FSPGX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FZAHX is managed by Fidelity. It was launched on Aug 13, 2013. FSPGX is managed by Fidelity.
Performance
FZAHX vs. FSPGX - Performance Comparison
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FZAHX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | -9.46% | 22.61% | 39.23% | 45.70% | -38.18% | 11.74% | 69.25% | 40.80% | 15.25% | 34.06% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FZAHX having a -9.46% return and FSPGX slightly lower at -9.77%.
FZAHX
- 1D
- 4.77%
- 1M
- -5.79%
- YTD
- -9.46%
- 6M
- -8.34%
- 1Y
- 23.15%
- 3Y*
- 25.28%
- 5Y*
- 8.31%
- 10Y*
- 19.64%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
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FZAHX vs. FSPGX - Expense Ratio Comparison
FZAHX has a 0.67% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
FZAHX vs. FSPGX — Risk / Return Rank
FZAHX
FSPGX
FZAHX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
| FZAHX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.84 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.36 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.17 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.41 | 4.02 | +1.39 |
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
| FZAHX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.84 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.58 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.80 | -0.02 |
Correlation
The correlation between FZAHX and FSPGX 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.
Dividends
FZAHX vs. FSPGX - Dividend Comparison
FZAHX's dividend yield for the trailing twelve months is around 3.98%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 3.98% | 3.61% | 0.00% | 0.00% | 0.00% | 9.45% | 5.15% | 3.74% | 11.00% | 7.50% | 14.42% | 10.52% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
FZAHX vs. FSPGX - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -44.45%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FZAHX and FSPGX.
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Drawdown Indicators
| FZAHX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -32.66% | -11.79% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -16.17% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -44.45% | -32.66% | -11.79% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | — | — |
Current DrawdownCurrent decline from peak | -12.06% | -13.03% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -6.43% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 4.70% | -0.25% |
Volatility
FZAHX vs. FSPGX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a higher volatility of 8.51% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.71%. This indicates that FZAHX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAHX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 6.71% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 14.81% | 12.37% | +2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 22.58% | +1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.88% | 21.52% | +3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.82% | 21.66% | +2.16% |