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

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.


-0.50.00.51.0
Correlation: 0.0

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.

0.00%50.00%100.00%150.00%NovemberDecember2025FebruaryMarchApril0
105.81%
FAIGX
FIFNX

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

-12.23%

1M

-7.65%

6M

-12.46%

1Y

4.96%

5Y*

12.47%

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
Expense ratio chart for FAIGX: current value is 1.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FAIGX: 1.06%
Expense ratio chart for FIFNX: current value is 0.90%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FIFNX: 0.90%

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 3636
Overall Rank
The Sharpe Ratio Rank of FIFNX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of FIFNX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of FIFNX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of FIFNX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of FIFNX is 3535
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.


Sharpe ratio
No data


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.07
FAIGX
FIFNX

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril0
-19.37%
FAIGX
FIFNX

Volatility

FAIGX vs. FIFNX - Volatility Comparison

The current volatility for Fidelity Advisor Balanced Fund Class M (FAIGX) is 0.00%, while Fidelity Founders Fund (FIFNX) has a volatility of 15.34%. This indicates that FAIGX experiences smaller price fluctuations and is considered to be less risky than FIFNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril0
15.34%
FAIGX
FIFNX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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