SHXPX vs. FALGX

Last updated Aug 1, 2026

SHXPX (American Beacon Shapiro Equity Opportunities Fund) and FALGX (Fidelity Advisor Large Cap Fund Class M) are both Large Cap Value Equities funds. SHXPX charges 1.21%/yr vs 1.05%/yr for FALGX.

Performance

SHXPX vs. FALGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon Shapiro Equity Opportunities Fund (SHXPX) and Fidelity Advisor Large Cap Fund Class M (FALGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SHXPX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

FALGX

• 1D: 0.00%
• 1M: 0.00%
• 6M: 0.00%
• YTD: 0.00%
• 1Y: 4.78%
• 3Y*: 13.76%
• 5Y*: 10.77%
• 10Y*: 12.63%
• ALL TIME*: 8.94%

*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)
FALGX Fidelity Advisor Large Cap Fund Class M	$0.00	$0.00	$0.00

SHXPX vs. FALGX - Yearly Performance Comparison

	2026 (YTD)
SHXPX American Beacon Shapiro Equity Opportunities Fund	0.65%
FALGX Fidelity Advisor Large Cap Fund Class M	0.00%

Return for Risk

SHXPX vs. FALGX — Risk / Return Rank

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

SHXPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

FALGX

FALGX Risk / Return Rank: 10
FALGX Sharpe Ratio Rank: 10
FALGX Sortino Ratio Rank: 9
FALGX Omega Ratio Rank: 15
FALGX Calmar Ratio Rank: 11
FALGX Martin Ratio Rank: 8

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.

SHXPX vs. FALGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro Equity Opportunities Fund (SHXPX) and Fidelity Advisor Large Cap Fund Class M (FALGX). 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.

	SHXPX	FALGX	Difference
Sharpe ratio: Return per unit of total volatility	—	0.37	—
Sortino ratio: Return per unit of downside risk	—	0.54	—
Omega ratio: Gain probability vs. loss probability	—	1.11	—
Calmar ratio: Return relative to maximum drawdown	—	0.52	—
Martin ratio: Return relative to average drawdown	—	0.78	—

Drawdowns

Drawdown Indicators

	SHXPX	FALGX	Difference
Max Drawdown Largest peak-to-trough decline	—	-64.07%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-5.06%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.78%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.78%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.58%	—
Current Drawdown Current decline from peak	—	-4.20%	—
Average Drawdown Average peak-to-trough decline	—	-14.39%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.14%	—

Volatility

Volatility by Period

	SHXPX	FALGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.00%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.00%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	7.26%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.49%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.53%	—

SHXPX vs. FALGX - Expense Ratio Comparison

SHXPX has a 1.21% expense ratio, which is higher than FALGX's 1.05% expense ratio.

Dividends

SHXPX vs. FALGX - Dividend Comparison

SHXPX's dividend yield for the trailing twelve months is around 108.18%, more than FALGX's 5.76% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FALGX Fidelity Advisor Large Cap Fund Class M	5.76%	5.76%	0.00%	3.20%	1.91%	6.44%	5.25%	8.39%	16.99%	6.42%	1.85%	2.74%
SHXPX American Beacon Shapiro Equity Opportunities Fund	108.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%