FAEVX vs. FXNAX
Compare and contrast key facts about Fidelity Advisor Equity Value Fund Class Z (FAEVX) and Fidelity U.S. Bond Index Fund (FXNAX).
FAEVX is managed by Fidelity. It was launched on Feb 1, 2017. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAEVX or FXNAX.
Correlation
The correlation between FAEVX and FXNAX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FAEVX vs. FXNAX - Performance Comparison
Key characteristics
FAEVX:
0.65
FXNAX:
0.79
FAEVX:
0.97
FXNAX:
1.17
FAEVX:
1.12
FXNAX:
1.14
FAEVX:
0.61
FXNAX:
0.28
FAEVX:
1.74
FXNAX:
1.88
FAEVX:
4.03%
FXNAX:
2.17%
FAEVX:
10.79%
FXNAX:
5.16%
FAEVX:
-39.71%
FXNAX:
-19.64%
FAEVX:
-7.36%
FXNAX:
-9.37%
Returns By Period
In the year-to-date period, FAEVX achieves a 2.93% return, which is significantly higher than FXNAX's 0.79% return.
FAEVX
2.93%
0.25%
-1.05%
6.27%
7.08%
N/A
FXNAX
0.79%
0.70%
-0.86%
4.48%
-0.86%
1.21%
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FAEVX vs. FXNAX - Expense Ratio Comparison
FAEVX has a 0.74% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
FAEVX vs. FXNAX — Risk-Adjusted Performance Rank
FAEVX
FXNAX
FAEVX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Value Fund Class Z (FAEVX) and Fidelity U.S. Bond Index Fund (FXNAX). 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.
Dividends
FAEVX vs. FXNAX - Dividend Comparison
FAEVX's dividend yield for the trailing twelve months is around 1.96%, less than FXNAX's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAEVX Fidelity Advisor Equity Value Fund Class Z | 1.96% | 2.02% | 1.69% | 1.23% | 0.84% | 1.37% | 2.81% | 2.33% | 1.10% | 0.00% | 0.00% | 0.00% |
FXNAX Fidelity U.S. Bond Index Fund | 3.41% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
FAEVX vs. FXNAX - Drawdown Comparison
The maximum FAEVX drawdown since its inception was -39.71%, which is greater than FXNAX's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for FAEVX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
FAEVX vs. FXNAX - Volatility Comparison
Fidelity Advisor Equity Value Fund Class Z (FAEVX) has a higher volatility of 2.40% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.28%. This indicates that FAEVX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.