FZAHX vs. MFEIX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and MFS Growth I (MFEIX).
FZAHX is managed by Fidelity. It was launched on Aug 13, 2013. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
FZAHX vs. MFEIX - Performance Comparison
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FZAHX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | -13.57% | 22.61% | 39.23% | 45.70% | -38.18% | 11.74% | 69.25% | 40.80% | 15.25% | 35.10% |
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FZAHX having a -13.57% return and MFEIX slightly lower at -13.62%. Over the past 10 years, FZAHX has outperformed MFEIX with an annualized return of 19.08%, while MFEIX has yielded a comparatively lower 15.44% annualized return.
FZAHX
- 1D
- -1.17%
- 1M
- -9.92%
- YTD
- -13.57%
- 6M
- -12.17%
- 1Y
- 18.83%
- 3Y*
- 23.35%
- 5Y*
- 7.74%
- 10Y*
- 19.08%
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
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FZAHX vs. MFEIX - Expense Ratio Comparison
FZAHX has a 0.67% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
FZAHX vs. MFEIX — Risk / Return Rank
FZAHX
MFEIX
FZAHX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and MFS Growth I (MFEIX). 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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.30 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.22 | 0.59 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.08 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.22 | +0.75 |
Martin ratioReturn relative to average drawdown | 3.53 | 0.74 | +2.79 |
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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.30 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.50 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.73 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.41 | +0.36 |
Correlation
The correlation between FZAHX and MFEIX is 0.93, 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. MFEIX - Dividend Comparison
FZAHX's dividend yield for the trailing twelve months is around 4.17%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 4.17% | 3.61% | 0.00% | 0.00% | 0.00% | 9.45% | 5.15% | 3.74% | 11.00% | 7.50% | 14.42% | 10.52% |
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
FZAHX vs. MFEIX - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -44.45%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for FZAHX and MFEIX.
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Drawdown Indicators
| FZAHX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -72.24% | +27.79% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -17.30% | +1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -44.45% | -36.11% | -8.34% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -36.11% | -8.34% |
Current DrawdownCurrent decline from peak | -16.06% | -17.30% | +1.24% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -23.85% | +15.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 5.06% | -0.68% |
Volatility
FZAHX vs. MFEIX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a higher volatility of 6.78% compared to MFS Growth I (MFEIX) at 5.58%. This indicates that FZAHX's price experiences larger fluctuations and is considered to be riskier than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAHX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 5.58% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 12.05% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 21.56% | +2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 21.87% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 21.16% | +2.62% |