VIGIX vs. FAGOX
Compare and contrast key facts about Vanguard Growth Index Fund Institutional Shares (VIGIX) and Fidelity Advisor Growth Opportunities Fund Class M (FAGOX).
VIGIX is managed by Vanguard. It was launched on May 14, 1998. FAGOX is managed by Fidelity. It was launched on Nov 18, 1987.
Performance
VIGIX vs. FAGOX - Performance Comparison
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VIGIX vs. FAGOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | -13.83% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | -13.70% | 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 investments are quite close, with VIGIX having a -13.83% return and FAGOX slightly higher at -13.70%. Over the past 10 years, VIGIX has underperformed FAGOX with an annualized return of 15.58%, while FAGOX has yielded a comparatively higher 18.36% annualized return.
VIGIX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.73%
- 3Y*
- 19.57%
- 5Y*
- 10.94%
- 10Y*
- 15.58%
FAGOX
- 1D
- -1.17%
- 1M
- -9.96%
- YTD
- -13.70%
- 6M
- -12.44%
- 1Y
- 18.10%
- 3Y*
- 22.60%
- 5Y*
- 7.08%
- 10Y*
- 18.36%
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VIGIX vs. FAGOX - Expense Ratio Comparison
VIGIX has a 0.04% expense ratio, which is lower than FAGOX's 1.28% expense ratio.
Return for Risk
VIGIX vs. FAGOX — Risk / Return Rank
VIGIX
FAGOX
VIGIX vs. FAGOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) 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.
| VIGIX | FAGOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.74 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.18 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.91 | -0.25 |
Martin ratioReturn relative to average drawdown | 2.38 | 3.31 | -0.94 |
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
| VIGIX | FAGOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.74 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.29 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.77 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.57 | -0.14 |
Correlation
The correlation between VIGIX and FAGOX is 0.93, 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
VIGIX vs. FAGOX - Dividend Comparison
VIGIX's dividend yield for the trailing twelve months is around 0.47%, less than FAGOX's 4.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.47% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
FAGOX Fidelity Advisor Growth Opportunities Fund Class M | 4.88% | 4.21% | 0.00% | 0.00% | 0.00% | 10.01% | 5.29% | 4.15% | 12.10% | 7.48% | 15.51% | 11.14% |
Drawdowns
VIGIX vs. FAGOX - Drawdown Comparison
The maximum VIGIX drawdown since its inception was -56.95%, smaller than the maximum FAGOX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for VIGIX and FAGOX.
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Drawdown Indicators
| VIGIX | FAGOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.95% | -65.31% | +8.36% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -16.27% | -0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -44.84% | +9.22% |
Max Drawdown (10Y)Largest decline over 10 years | -35.62% | -44.84% | +9.22% |
Current DrawdownCurrent decline from peak | -16.51% | -16.27% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -16.36% | -13.60% | -2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 4.45% | +0.11% |
Volatility
VIGIX vs. FAGOX - Volatility Comparison
The current volatility for Vanguard Growth Index Fund Institutional Shares (VIGIX) is 5.52%, while Fidelity Advisor Growth Opportunities Fund Class M (FAGOX) has a volatility of 6.78%. This indicates that VIGIX 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
| VIGIX | FAGOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 6.78% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 14.05% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 24.01% | -1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.30% | 24.80% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 23.78% | -2.29% |