WSTAX vs. FAGAX
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX).
WSTAX is managed by Nomura. FAGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
WSTAX vs. FAGAX - Performance Comparison
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WSTAX vs. FAGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -6.53% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | -13.66% | 22.17% | 38.71% | 45.14% | -38.40% | 11.31% | 68.60% | 40.26% | 14.87% | 34.66% |
Returns By Period
In the year-to-date period, WSTAX achieves a -6.53% return, which is significantly higher than FAGAX's -13.66% return. Over the past 10 years, WSTAX has outperformed FAGAX with an annualized return of 19.82%, while FAGAX has yielded a comparatively lower 18.64% annualized return.
WSTAX
- 1D
- -1.89%
- 1M
- -11.47%
- YTD
- -6.53%
- 6M
- -3.97%
- 1Y
- 37.90%
- 3Y*
- 34.43%
- 5Y*
- 15.99%
- 10Y*
- 19.82%
FAGAX
- 1D
- -1.17%
- 1M
- -9.95%
- YTD
- -13.66%
- 6M
- -12.33%
- 1Y
- 18.39%
- 3Y*
- 22.90%
- 5Y*
- 7.34%
- 10Y*
- 18.64%
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WSTAX vs. FAGAX - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than FAGAX's 1.04% expense ratio.
Return for Risk
WSTAX vs. FAGAX — Risk / Return Rank
WSTAX
FAGAX
WSTAX vs. FAGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX). 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.
| WSTAX | FAGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.75 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.19 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 0.93 | +1.05 |
Martin ratioReturn relative to average drawdown | 6.93 | 3.40 | +3.53 |
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
| WSTAX | FAGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.75 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.30 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.79 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.45 | 0.00 |
Correlation
The correlation between WSTAX and FAGAX is 0.90, 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
WSTAX vs. FAGAX - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 19.60%, more than FAGAX's 4.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 19.60% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 4.76% | 4.11% | 0.00% | 0.00% | 0.00% | 10.19% | 5.45% | 4.10% | 11.99% | 7.67% | 15.44% | 11.12% |
Drawdowns
WSTAX vs. FAGAX - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, smaller than the maximum FAGAX drawdown of -65.24%. Use the drawdown chart below to compare losses from any high point for WSTAX and FAGAX.
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Drawdown Indicators
| WSTAX | FAGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -65.24% | +9.85% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -16.19% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -44.70% | -10.69% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -44.70% | -10.69% |
Current DrawdownCurrent decline from peak | -16.73% | -16.19% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -15.27% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 4.43% | +0.35% |
Volatility
WSTAX vs. FAGAX - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 8.82% compared to Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) at 6.78%. This indicates that WSTAX's price experiences larger fluctuations and is considered to be riskier than FAGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | FAGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 6.78% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 18.86% | 14.04% | +4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.32% | 24.01% | +5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.75% | 24.80% | +11.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.55% | 23.78% | +6.77% |