FAHCX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor High Income Advantage Fund Class I (FAHCX) and Fidelity 500 Index Fund (FXAIX).
FAHCX is managed by Fidelity. It was launched on Jul 3, 1995. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAHCX or FXAIX.
Correlation
The correlation between FAHCX and FXAIX is 0.73, 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.
Performance
FAHCX vs. FXAIX - Performance Comparison
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Key characteristics
FAHCX:
0.88
FXAIX:
0.52
FAHCX:
1.26
FXAIX:
0.88
FAHCX:
1.18
FXAIX:
1.13
FAHCX:
0.87
FXAIX:
0.57
FAHCX:
3.30
FXAIX:
2.19
FAHCX:
1.85%
FXAIX:
4.85%
FAHCX:
6.75%
FXAIX:
19.49%
FAHCX:
-48.54%
FXAIX:
-33.79%
FAHCX:
-2.23%
FXAIX:
-7.61%
Returns By Period
In the year-to-date period, FAHCX achieves a 0.08% return, which is significantly higher than FXAIX's -3.33% return. Over the past 10 years, FAHCX has underperformed FXAIX with an annualized return of 5.36%, while FXAIX has yielded a comparatively higher 12.15% annualized return.
FAHCX
0.08%
3.42%
-0.52%
6.09%
7.83%
5.36%
FXAIX
-3.33%
5.66%
-4.96%
9.84%
16.37%
12.15%
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FAHCX vs. FXAIX - Expense Ratio Comparison
FAHCX has a 0.74% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FAHCX vs. FXAIX — Risk-Adjusted Performance Rank
FAHCX
FXAIX
FAHCX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor High Income Advantage Fund Class I (FAHCX) and Fidelity 500 Index Fund (FXAIX). 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
FAHCX vs. FXAIX - Dividend Comparison
FAHCX's dividend yield for the trailing twelve months is around 4.55%, more than FXAIX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAHCX Fidelity Advisor High Income Advantage Fund Class I | 4.55% | 4.96% | 5.12% | 4.73% | 3.23% | 3.71% | 4.45% | 6.10% | 4.94% | 4.74% | 5.28% | 4.71% |
FXAIX Fidelity 500 Index Fund | 1.31% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FAHCX vs. FXAIX - Drawdown Comparison
The maximum FAHCX drawdown since its inception was -48.54%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FAHCX and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
FAHCX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor High Income Advantage Fund Class I (FAHCX) is 2.24%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.85%. This indicates that FAHCX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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