PGEN vs. EPGAX

Last updated Aug 1, 2026

PGEN (Precigen, Inc.) is a stock, while EPGAX (Fidelity Advisor Equity Growth Fund Class A) is Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, PGEN returned -13.17%/yr vs 16.12%/yr for EPGAX. Their 0.37 correlation means their historical movements had little consistent relationship.

Performance

PGEN vs. EPGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Precigen, Inc. (PGEN) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PGEN achieves a 50.00% return, which is significantly higher than EPGAX's 6.07% return. Over the past 10 years, PGEN has underperformed EPGAX with an annualized return of -13.17%, while EPGAX has yielded a comparatively higher 16.12% annualized return.

PGEN

• 1D: 5.56%
• 1M: 11.17%
• 6M: 39.64%
• YTD: 50.00%
• 1Y: 275.45%
• 3Y*: 69.39%
• 5Y*: 2.69%
• 10Y*: -13.17%
• ALL TIME*: -8.28%

EPGAX

• 1D: 2.85%
• 1M: -3.41%
• 6M: 4.99%
• YTD: 6.07%
• 1Y: 13.23%
• 3Y*: 14.21%
• 5Y*: 8.71%
• 10Y*: 16.12%
• ALL TIME*: 10.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
EPGAX Fidelity Advisor Equity Growth Fund Class A	$0.00	$0.00	$0.00
PGEN Precigen, Inc.	$21.74M	$21.18M	$22.60M

PGEN vs. EPGAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PGEN Precigen, Inc.	50.00%	273.21%	-16.42%	-11.84%	-59.03%	-63.63%	86.13%	-16.21%	-43.23%	-51.70%
EPGAX Fidelity Advisor Equity Growth Fund Class A	6.07%	14.27%	15.57%	35.25%	-24.67%	22.66%	43.38%	33.69%	-0.04%	34.83%

Correlation

The correlation between PGEN and EPGAX is 0.19, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.19
Correlation (3Y) Balances recent behavior with more history.	0.30
Correlation (5Y) Shows whether the relationship held over a longer period.	0.38
Correlation (10Y) Provides a long-term view across more market conditions.	0.37
Correlation (All Time) Calculated using the full available price history since Aug 8, 2013	0.37

The correlation between PGEN and EPGAX shifts across timeframes, from 0.19 (1 year) to 0.38 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

PGEN vs. EPGAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PGEN

PGEN Risk / Return Rank: 96
PGEN Sharpe Ratio Rank: 96
PGEN Sortino Ratio Rank: 96
PGEN Omega Ratio Rank: 93
PGEN Calmar Ratio Rank: 97
PGEN Martin Ratio Rank: 95

EPGAX

EPGAX Risk / Return Rank: 17
EPGAX Sharpe Ratio Rank: 15
EPGAX Sortino Ratio Rank: 15
EPGAX Omega Ratio Rank: 15
EPGAX Calmar Ratio Rank: 18
EPGAX Martin Ratio Rank: 20

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PGEN vs. EPGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Precigen, Inc. (PGEN) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PGEN	EPGAX	Difference
Sharpe ratio: Return per unit of total volatility	2.61	0.57	+2.05
Sortino ratio: Return per unit of downside risk	3.71	0.90	+2.82
Omega ratio: Gain probability vs. loss probability	1.42	1.11	+0.31
Calmar ratio: Return relative to maximum drawdown	6.63	0.84	+5.79
Martin ratio: Return relative to average drawdown	13.78	2.73	+11.05

PGEN vs. EPGAX - Sharpe Ratio Comparison

The current PGEN Sharpe Ratio is 2.61, which is higher than the EPGAX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of PGEN and EPGAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

PGEN vs. EPGAX - Drawdown Comparison

The maximum PGEN drawdown since its inception was -99.00%, which is greater than EPGAX's maximum drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for PGEN and EPGAX.

Drawdown Indicators

	PGEN	EPGAX	Difference
Max Drawdown Largest peak-to-trough decline	-99.00%	-63.20%	-35.80%
Max Drawdown (1Y) Largest decline over 1 year	-40.50%	-12.67%	-27.83%
Max Drawdown (3Y) Largest decline over 3 years	-64.17%	-30.60%	-33.57%
Max Drawdown (5Y) Largest decline over 5 years	-89.24%	-30.60%	-58.64%
Max Drawdown (10Y) Largest decline over 10 years	-97.90%	-31.17%	-66.73%
Current Drawdown Current decline from peak	-90.70%	-8.04%	-82.66%
Average Drawdown Average peak-to-trough decline	-76.65%	-16.18%	-60.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.45%	3.90%	+15.55%

Volatility

PGEN vs. EPGAX - Volatility Comparison

Precigen, Inc. (PGEN) has a higher volatility of 17.38% compared to Fidelity Advisor Equity Growth Fund Class A (EPGAX) at 6.52%. This indicates that PGEN's price experiences larger fluctuations and is considered to be riskier than EPGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PGEN	EPGAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.38%	6.52%	+10.86%
Volatility (6M) Calculated over the trailing 6-month period	57.06%	15.45%	+41.61%
Volatility (1Y) Calculated over the trailing 1-year period	102.86%	18.82%	+84.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	88.70%	21.18%	+67.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	91.56%	20.99%	+70.57%

Dividends

PGEN vs. EPGAX - Dividend Comparison

PGEN has not paid dividends to shareholders, while EPGAX's dividend yield for the trailing twelve months is around 0.58%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EPGAX Fidelity Advisor Equity Growth Fund Class A	0.58%	0.62%	0.00%	0.56%	2.26%	12.86%	12.06%	9.56%	7.10%	12.35%	6.39%	2.37%
PGEN Precigen, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	2.09%	0.00%	5.66%

Frequently Asked Questions

Can I hold both PGEN and EPGAX in my portfolio?

PGEN and EPGAX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PGEN or EPGAX?

PGEN has higher volatility (17.38%) compared to EPGAX (6.52%). In terms of maximum drawdown, PGEN dropped -99.00% vs EPGAX's -63.20%.

Which has better risk-adjusted returns?

PGEN currently has the higher Sharpe Ratio (2.61 vs 0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.