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FAIGX vs. FIFNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FAIGX vs. FIFNX

Last updated May 11, 2025

Compare and contrast key facts about Fidelity Advisor Balanced Fund Class M (FAIGX) and Fidelity Founders Fund (FIFNX).

FAIGX is managed by Fidelity. It was launched on Jan 6, 1987. FIFNX is managed by Fidelity. It was launched on Feb 14, 2019.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIGX or FIFNX.

Correlation

The correlation between FAIGX and FIFNX is 0.00. 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

FAIGX vs. FIFNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Balanced Fund Class M (FAIGX) and Fidelity Founders Fund (FIFNX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

FAIGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FIFNX

YTD

-3.76%

1M

10.19%

6M

-7.71%

1Y

9.97%

5Y*

12.83%

10Y*

N/A

*Annualized

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FAIGX vs. FIFNX - Expense Ratio Comparison

FAIGX has a 1.06% expense ratio, which is higher than FIFNX's 0.90% expense ratio.

FAIGX
Fidelity Advisor Balanced Fund Class M
FIFNX
Fidelity Founders Fund

Risk-Adjusted Performance

FAIGX vs. FIFNX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FAIGX
The Risk-Adjusted Performance Rank of FAIGX is 8888
Overall Rank
The Sharpe Ratio Rank of FAIGX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of FAIGX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of FAIGX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FAIGX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FAIGX is 8989
Martin Ratio Rank
FIFNX
The Risk-Adjusted Performance Rank of FIFNX is 5050
Overall Rank
The Sharpe Ratio Rank of FIFNX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of FIFNX is 5050
Sortino Ratio Rank
The Omega Ratio Rank of FIFNX is 4949
Omega Ratio Rank
The Calmar Ratio Rank of FIFNX is 5454
Calmar Ratio Rank
The Martin Ratio Rank of FIFNX is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FAIGX vs. FIFNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class M (FAIGX) and Fidelity Founders Fund (FIFNX). 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

FAIGX vs. FIFNX - Dividend Comparison

Neither FAIGX nor FIFNX has paid dividends to shareholders.

TTM2024202320222021202020192018201720162015
FAIGX
Fidelity Advisor Balanced Fund Class M		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.21%4.19%0.00%
FIFNX
Fidelity Founders Fund		0.00%0.00%0.11%0.67%0.23%0.00%0.09%0.00%0.00%0.00%0.00%

Drawdowns

FAIGX vs. FIFNX - Drawdown Comparison

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Volatility

FAIGX vs. FIFNX - Volatility Comparison

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