FALGX vs. ACIIX
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class M (FALGX) and American Century Equity Income Fund Class I (ACIIX).
FALGX is managed by Fidelity. It was launched on Feb 20, 1996. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FALGX vs. ACIIX - Performance Comparison
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FALGX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FALGX Fidelity Advisor Large Cap Fund Class M | 0.00% | 19.09% | 18.68% | 22.88% | -8.40% | 25.20% | 8.27% | 31.01% | -8.88% | 16.83% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
Over the past 10 years, FALGX has outperformed ACIIX with an annualized return of 13.44%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
FALGX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.25%
- 1Y
- 21.57%
- 3Y*
- 17.76%
- 5Y*
- 11.89%
- 10Y*
- 13.44%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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FALGX vs. ACIIX - Expense Ratio Comparison
FALGX has a 1.05% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
FALGX vs. ACIIX — Risk / Return Rank
FALGX
ACIIX
FALGX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class M (FALGX) and American Century Equity Income Fund Class I (ACIIX). 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.
| FALGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.95 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.37 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.19 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.29 | -0.21 |
Martin ratioReturn relative to average drawdown | 4.50 | 5.04 | -0.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FALGX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.95 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.71 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.67 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.53 | -0.09 |
Correlation
The correlation between FALGX and ACIIX is 0.83, 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.
Dividends
FALGX vs. ACIIX - Dividend Comparison
FALGX's dividend yield for the trailing twelve months is around 5.76%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FALGX Fidelity Advisor Large Cap Fund Class M | 5.76% | 5.76% | 0.00% | 3.20% | 1.91% | 6.44% | 5.25% | 8.39% | 16.99% | 6.42% | 1.85% | 2.74% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
FALGX vs. ACIIX - Drawdown Comparison
The maximum FALGX drawdown since its inception was -64.07%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FALGX and ACIIX.
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Drawdown Indicators
| FALGX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.07% | -39.16% | -24.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -8.96% | -3.35% |
Max Drawdown (5Y)Largest decline over 5 years | -21.78% | -13.49% | -8.29% |
Max Drawdown (10Y)Largest decline over 10 years | -37.58% | -32.76% | -4.82% |
Current DrawdownCurrent decline from peak | -4.20% | -4.86% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -5.26% | -9.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 2.32% | +1.24% |
Volatility
FALGX vs. ACIIX - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class M (FALGX) is 0.00%, while American Century Equity Income Fund Class I (ACIIX) has a volatility of 3.01%. This indicates that FALGX experiences smaller price fluctuations and is considered to be less risky than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FALGX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 3.01% | -3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 5.81% | 6.12% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 11.62% | +5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 10.74% | +6.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.71% | 13.37% | +5.34% |