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VADGX vs. FAGCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VADGX and FAGCX is 0.81, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

VADGX vs. FAGCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Advice Select Dividend Growth Fund (VADGX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%NovemberDecember2025FebruaryMarchApril
16.15%
-5.29%
VADGX
FAGCX

Key characteristics

Sharpe Ratio

VADGX:

0.23

FAGCX:

0.43

Sortino Ratio

VADGX:

0.43

FAGCX:

0.77

Omega Ratio

VADGX:

1.06

FAGCX:

1.11

Calmar Ratio

VADGX:

0.22

FAGCX:

0.45

Martin Ratio

VADGX:

0.81

FAGCX:

1.54

Ulcer Index

VADGX:

4.25%

FAGCX:

7.83%

Daily Std Dev

VADGX:

14.77%

FAGCX:

28.07%

Max Drawdown

VADGX:

-15.75%

FAGCX:

-65.09%

Current Drawdown

VADGX:

-9.36%

FAGCX:

-17.17%

Returns By Period

In the year-to-date period, VADGX achieves a -3.81% return, which is significantly higher than FAGCX's -10.75% return.


VADGX

YTD

-3.81%

1M

-3.24%

6M

-6.26%

1Y

3.25%

5Y*

N/A

10Y*

N/A

FAGCX

YTD

-10.75%

1M

-3.95%

6M

-7.64%

1Y

13.11%

5Y*

13.17%

10Y*

9.84%

*Annualized

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VADGX vs. FAGCX - Expense Ratio Comparison

VADGX has a 0.45% expense ratio, which is lower than FAGCX's 0.79% expense ratio.


Expense ratio chart for FAGCX: current value is 0.79%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FAGCX: 0.79%
Expense ratio chart for VADGX: current value is 0.45%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VADGX: 0.45%

Risk-Adjusted Performance

VADGX vs. FAGCX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VADGX
The Risk-Adjusted Performance Rank of VADGX is 3737
Overall Rank
The Sharpe Ratio Rank of VADGX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of VADGX is 3535
Sortino Ratio Rank
The Omega Ratio Rank of VADGX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of VADGX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of VADGX is 3737
Martin Ratio Rank

FAGCX
The Risk-Adjusted Performance Rank of FAGCX is 5353
Overall Rank
The Sharpe Ratio Rank of FAGCX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGCX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of FAGCX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of FAGCX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of FAGCX is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VADGX vs. FAGCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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 chart of Sharpe ratio for VADGX, currently valued at 0.23, compared to the broader market-1.000.001.002.003.00
VADGX: 0.23
FAGCX: 0.43
The chart of Sortino ratio for VADGX, currently valued at 0.43, compared to the broader market-2.000.002.004.006.008.00
VADGX: 0.43
FAGCX: 0.77
The chart of Omega ratio for VADGX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
VADGX: 1.06
FAGCX: 1.11
The chart of Calmar ratio for VADGX, currently valued at 0.22, compared to the broader market0.002.004.006.008.0010.00
VADGX: 0.22
FAGCX: 0.45
The chart of Martin ratio for VADGX, currently valued at 0.81, compared to the broader market0.0010.0020.0030.0040.00
VADGX: 0.81
FAGCX: 1.54

The current VADGX Sharpe Ratio is 0.23, which is lower than the FAGCX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of VADGX and FAGCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.23
0.43
VADGX
FAGCX

Dividends

VADGX vs. FAGCX - Dividend Comparison

VADGX's dividend yield for the trailing twelve months is around 1.29%, while FAGCX has not paid dividends to shareholders.


TTM2024202320222021
VADGX
Vanguard Advice Select Dividend Growth Fund
1.29%1.25%1.21%0.81%0.17%
FAGCX
Fidelity Advisor Growth Opportunities Fund Class I
0.00%0.00%0.00%0.00%0.00%

Drawdowns

VADGX vs. FAGCX - Drawdown Comparison

The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum FAGCX drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for VADGX and FAGCX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-9.36%
-17.17%
VADGX
FAGCX

Volatility

VADGX vs. FAGCX - Volatility Comparison

The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 11.15%, while Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a volatility of 17.19%. This indicates that VADGX experiences smaller price fluctuations and is considered to be less risky than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
11.15%
17.19%
VADGX
FAGCX