PNOPX vs. FAGOX
Compare and contrast key facts about Putnam Sustainable Leaders Fund (PNOPX) and Fidelity Advisor Growth Opportunities Fund Class M (FAGOX).
PNOPX is managed by Putnam. It was launched on Aug 31, 1990. FAGOX is managed by Fidelity. It was launched on Nov 18, 1987.
Performance
PNOPX vs. FAGOX - Performance Comparison
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PNOPX vs. FAGOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PNOPX Putnam Sustainable Leaders Fund | -9.32% | 10.93% | 22.97% | 26.23% | -22.86% | 23.44% | 28.57% | 35.86% | -0.90% | 29.07% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | -9.60% | 21.86% | 38.37% | 44.80% | -38.56% | 11.05% | 68.19% | 39.94% | 14.61% | 34.34% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PNOPX having a -9.32% return and FAGOX slightly lower at -9.60%. Over the past 10 years, PNOPX has underperformed FAGOX with an annualized return of 13.72%, while FAGOX has yielded a comparatively higher 18.91% annualized return.
PNOPX
- 1D
- 2.73%
- 1M
- -5.88%
- YTD
- -9.32%
- 6M
- -6.62%
- 1Y
- 8.72%
- 3Y*
- 13.65%
- 5Y*
- 6.84%
- 10Y*
- 13.72%
FAGOX
- 1D
- 4.76%
- 1M
- -5.84%
- YTD
- -9.60%
- 6M
- -8.63%
- 1Y
- 22.40%
- 3Y*
- 24.51%
- 5Y*
- 7.64%
- 10Y*
- 18.91%
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PNOPX vs. FAGOX - Expense Ratio Comparison
PNOPX has a 0.99% expense ratio, which is lower than FAGOX's 1.28% expense ratio.
Return for Risk
PNOPX vs. FAGOX — Risk / Return Rank
PNOPX
FAGOX
PNOPX vs. FAGOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Sustainable Leaders Fund (PNOPX) and Fidelity Advisor Growth Opportunities Fund Class M (FAGOX). 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.
| PNOPX | FAGOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.98 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.49 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.43 | -0.69 |
Martin ratioReturn relative to average drawdown | 2.63 | 5.15 | -2.52 |
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
| PNOPX | FAGOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.98 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.31 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.80 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.58 | -0.04 |
Correlation
The correlation between PNOPX and FAGOX is 0.88, 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
PNOPX vs. FAGOX - Dividend Comparison
PNOPX's dividend yield for the trailing twelve months is around 12.37%, more than FAGOX's 4.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNOPX Putnam Sustainable Leaders Fund | 12.37% | 11.22% | 9.25% | 2.96% | 8.38% | 11.69% | 7.41% | 7.14% | 20.24% | 4.91% | 0.00% | 12.64% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 4.65% | 4.21% | 0.00% | 0.00% | 0.00% | 10.01% | 5.29% | 4.15% | 12.10% | 7.48% | 15.51% | 11.14% |
Drawdowns
PNOPX vs. FAGOX - Drawdown Comparison
The maximum PNOPX drawdown since its inception was -74.15%, which is greater than FAGOX's maximum drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for PNOPX and FAGOX.
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Drawdown Indicators
| PNOPX | FAGOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.15% | -65.31% | -8.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.06% | -16.27% | +3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -29.13% | -44.84% | +15.71% |
Max Drawdown (10Y)Largest decline over 10 years | -30.29% | -44.84% | +14.55% |
Current DrawdownCurrent decline from peak | -10.69% | -12.29% | +1.60% |
Average DrawdownAverage peak-to-trough decline | -24.14% | -13.60% | -10.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 4.52% | -0.86% |
Volatility
PNOPX vs. FAGOX - Volatility Comparison
The current volatility for Putnam Sustainable Leaders Fund (PNOPX) is 5.34%, while Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a volatility of 8.51%. This indicates that PNOPX experiences smaller price fluctuations and is considered to be less risky than FAGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PNOPX | FAGOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 8.51% | -3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 14.81% | -5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 24.42% | -6.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 24.88% | -7.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 23.83% | -5.70% |