FZAHX vs. VMVAX

In the year-to-date period, FZAHX achieves a -0.09% return, which is significantly lower than VMVAX's 0.45% return. Over the past 10 years, FZAHX has outperformed VMVAX with an annualized return of 17.86%, while VMVAX has yielded a comparatively lower 8.12% annualized return.

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FZAHX has a 0.67% expense ratio, which is higher than VMVAX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX). 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.

The current FZAHX Sharpe Ratio is 0.62, which is comparable to the VMVAX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of FZAHX and VMVAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZAHX has not paid dividends to shareholders, while VMVAX's dividend yield for the trailing twelve months is around 2.31%.

The maximum FZAHX drawdown since its inception was -44.45%, roughly equal to the maximum VMVAX drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for FZAHX and VMVAX.

Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a higher volatility of 5.78% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 4.55%. This indicates that FZAHX's price experiences larger fluctuations and is considered to be riskier than VMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.