Correlation
The correlation between EQPIX and FBRNX is 0.85, 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.
EQPIX vs. FBRNX
Compare and contrast key facts about Fidelity Advisor Equity Income Fund Class I (EQPIX) and Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX).
EQPIX is managed by Fidelity. It was launched on Apr 25, 1983. FBRNX is managed by Fidelity. It was launched on Oct 23, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQPIX or FBRNX.
Performance
EQPIX vs. FBRNX - Performance Comparison
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Key characteristics
EQPIX:
0.67
FBRNX:
0.54
EQPIX:
0.99
FBRNX:
0.77
EQPIX:
1.14
FBRNX:
1.11
EQPIX:
0.70
FBRNX:
0.44
EQPIX:
2.37
FBRNX:
1.53
EQPIX:
3.88%
FBRNX:
6.01%
EQPIX:
14.35%
FBRNX:
20.30%
EQPIX:
-60.74%
FBRNX:
-34.37%
EQPIX:
-4.25%
FBRNX:
-5.66%
Returns By Period
In the year-to-date period, EQPIX achieves a 2.08% return, which is significantly higher than FBRNX's -0.79% return. Over the past 10 years, EQPIX has underperformed FBRNX with an annualized return of 8.36%, while FBRNX has yielded a comparatively higher 11.28% annualized return.
EQPIX
2.08%
2.62%
-4.25%
9.61%
7.52%
13.36%
8.36%
FBRNX
-0.79%
6.76%
-4.41%
10.89%
12.52%
13.92%
11.28%
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EQPIX vs. FBRNX - Expense Ratio Comparison
EQPIX has a 0.65% expense ratio, which is higher than FBRNX's 0.62% expense ratio.
Risk-Adjusted Performance
EQPIX vs. FBRNX — Risk-Adjusted Performance Rank
EQPIX
FBRNX
EQPIX vs. FBRNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Income Fund Class I (EQPIX) and Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX). 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.
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Dividends
EQPIX vs. FBRNX - Dividend Comparison
EQPIX's dividend yield for the trailing twelve months is around 7.28%, more than FBRNX's 4.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQPIX Fidelity Advisor Equity Income Fund Class I | 7.28% | 7.27% | 4.77% | 5.81% | 10.67% | 2.31% | 7.87% | 16.21% | 10.71% | 4.12% | 10.56% | 5.22% |
FBRNX Fidelity Advisor Stock Selector All Cap Fund Class I | 4.70% | 4.66% | 1.94% | 0.35% | 0.00% | 5.15% | 5.28% | 4.39% | 3.68% | 0.99% | 5.06% | 11.51% |
Drawdowns
EQPIX vs. FBRNX - Drawdown Comparison
The maximum EQPIX drawdown since its inception was -60.74%, which is greater than FBRNX's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for EQPIX and FBRNX.
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Volatility
EQPIX vs. FBRNX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Income Fund Class I (EQPIX) is 4.00%, while Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) has a volatility of 4.77%. This indicates that EQPIX experiences smaller price fluctuations and is considered to be less risky than FBRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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