FZAHX vs. VMVAX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX).
FZAHX is managed by Fidelity. It was launched on Aug 13, 2013. VMVAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAHX or VMVAX.
Key characteristics
| FZAHX | VMVAX | |
|---|---|---|
| YTD Return | 40.11% | 20.09% |
| 1Y Return | 54.49% | 34.97% |
| 3Y Return (Ann) | 2.33% | 6.93% |
| 5Y Return (Ann) | 16.35% | 10.71% |
| 10Y Return (Ann) | 12.03% | 9.37% |
| Sharpe Ratio | 2.77 | 2.87 |
| Sortino Ratio | 3.53 | 4.03 |
| Omega Ratio | 1.49 | 1.51 |
| Calmar Ratio | 1.76 | 2.84 |
| Martin Ratio | 16.02 | 17.95 |
| Ulcer Index | 3.42% | 1.93% |
| Daily Std Dev | 19.74% | 12.07% |
| Max Drawdown | -49.18% | -43.07% |
| Current Drawdown | 0.00% | -0.82% |
Correlation
The correlation between FZAHX and VMVAX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FZAHX vs. VMVAX - Performance Comparison
In the year-to-date period, FZAHX achieves a 40.11% return, which is significantly higher than VMVAX's 20.09% return. Over the past 10 years, FZAHX has outperformed VMVAX with an annualized return of 12.03%, while VMVAX has yielded a comparatively lower 9.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FZAHX vs. VMVAX - Expense Ratio Comparison
FZAHX has a 0.67% expense ratio, which is higher than VMVAX's 0.07% expense ratio.
Risk-Adjusted Performance
FZAHX vs. VMVAX - Risk-Adjusted Performance Comparison
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.
Dividends
FZAHX vs. VMVAX - Dividend Comparison
FZAHX has not paid dividends to shareholders, while VMVAX's dividend yield for the trailing twelve months is around 2.06%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.06% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.91% | 2.04% | 1.67% | 1.54% |
Drawdowns
FZAHX vs. VMVAX - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -49.18%, which is greater than VMVAX's maximum drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for FZAHX and VMVAX. For additional features, visit the drawdowns tool.
Volatility
FZAHX vs. VMVAX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a higher volatility of 5.40% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 3.53%. 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.