AUXFX vs. FALAX
Compare and contrast key facts about Auxier Focus Fund (AUXFX) and Fidelity Advisor Large Cap Fund Class A (FALAX).
AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999. FALAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
AUXFX vs. FALAX - Performance Comparison
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AUXFX vs. FALAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AUXFX Auxier Focus Fund | 1.73% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
FALAX Fidelity Advisor Large Cap Fund Class A | 0.00% | 19.36% | 26.05% | 23.16% | -8.16% | 25.49% | 8.56% | 31.37% | -8.64% | 16.87% |
Returns By Period
Over the past 10 years, AUXFX has underperformed FALAX with an annualized return of 9.60%, while FALAX has yielded a comparatively higher 14.35% annualized return.
AUXFX
- 1D
- 1.45%
- 1M
- -3.79%
- YTD
- 1.73%
- 6M
- 3.90%
- 1Y
- 12.14%
- 3Y*
- 12.45%
- 5Y*
- 8.60%
- 10Y*
- 9.60%
FALAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.23%
- 1Y
- 21.76%
- 3Y*
- 20.31%
- 5Y*
- 13.45%
- 10Y*
- 14.35%
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AUXFX vs. FALAX - Expense Ratio Comparison
AUXFX has a 0.92% expense ratio, which is higher than FALAX's 0.80% expense ratio.
Return for Risk
AUXFX vs. FALAX — Risk / Return Rank
AUXFX
FALAX
AUXFX vs. FALAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Auxier Focus Fund (AUXFX) and Fidelity Advisor Large Cap Fund Class A (FALAX). 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.
| AUXFX | FALAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.44 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.45 | 2.05 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.44 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.10 | +0.52 |
Martin ratioReturn relative to average drawdown | 6.96 | 4.57 | +2.39 |
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
| AUXFX | FALAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.44 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.83 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.78 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.46 | +0.11 |
Correlation
The correlation between AUXFX and FALAX is 0.87, 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
AUXFX vs. FALAX - Dividend Comparison
AUXFX's dividend yield for the trailing twelve months is around 2.79%, less than FALAX's 6.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUXFX Auxier Focus Fund | 2.79% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
FALAX Fidelity Advisor Large Cap Fund Class A | 6.03% | 6.03% | 6.33% | 3.46% | 2.21% | 6.69% | 5.50% | 8.65% | 17.32% | 6.41% | 2.11% | 3.02% |
Drawdowns
AUXFX vs. FALAX - Drawdown Comparison
The maximum AUXFX drawdown since its inception was -39.82%, smaller than the maximum FALAX drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for AUXFX and FALAX.
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Drawdown Indicators
| AUXFX | FALAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.82% | -63.41% | +23.59% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -12.28% | +4.09% |
Max Drawdown (5Y)Largest decline over 5 years | -15.73% | -21.62% | +5.89% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -37.55% | +3.86% |
Current DrawdownCurrent decline from peak | -3.90% | -4.19% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -4.44% | -14.00% | +9.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 3.55% | -1.65% |
Volatility
AUXFX vs. FALAX - Volatility Comparison
Auxier Focus Fund (AUXFX) has a higher volatility of 3.37% compared to Fidelity Advisor Large Cap Fund Class A (FALAX) at 0.00%. This indicates that AUXFX's price experiences larger fluctuations and is considered to be riskier than FALAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AUXFX | FALAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 0.00% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 5.82% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.14% | 17.14% | -5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.22% | 16.55% | -4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.20% | 18.63% | -3.43% |