FALGX vs. ACTIX
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class M (FALGX) and Advisors Capital Tactical Fixed Income Fund (ACTIX).
FALGX is managed by Fidelity. It was launched on Feb 20, 1996. ACTIX is managed by American Century. It was launched on Feb 1, 2021.
Performance
FALGX vs. ACTIX - Performance Comparison
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FALGX vs. ACTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FALGX Fidelity Advisor Large Cap Fund Class M | 0.00% | 19.09% | 18.68% | 22.88% | -8.40% | 13.05% |
ACTIX Advisors Capital Tactical Fixed Income Fund | -1.36% | 6.08% | 3.07% | 5.97% | -9.94% | 0.75% |
Returns By Period
FALGX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.20%
- 1Y
- 22.17%
- 3Y*
- 17.76%
- 5Y*
- 12.19%
- 10Y*
- 13.44%
ACTIX
- 1D
- 0.43%
- 1M
- -2.39%
- YTD
- -1.36%
- 6M
- -0.92%
- 1Y
- 3.08%
- 3Y*
- 3.94%
- 5Y*
- 0.71%
- 10Y*
- —
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FALGX vs. ACTIX - Expense Ratio Comparison
FALGX has a 1.05% expense ratio, which is lower than ACTIX's 2.09% expense ratio.
Return for Risk
FALGX vs. ACTIX — Risk / Return Rank
FALGX
ACTIX
FALGX vs. ACTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class M (FALGX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). 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 | ACTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.69 | +0.76 |
Sortino ratioReturn per unit of downside risk | 2.06 | 0.97 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.14 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.11 | +0.01 |
Martin ratioReturn relative to average drawdown | 4.56 | 4.03 | +0.53 |
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 | ACTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.69 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.00 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.00 | +0.44 |
Correlation
The correlation between FALGX and ACTIX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FALGX vs. ACTIX - Dividend Comparison
FALGX's dividend yield for the trailing twelve months is around 5.76%, more than ACTIX's 3.13% 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% |
ACTIX Advisors Capital Tactical Fixed Income Fund | 3.13% | 3.09% | 3.18% | 2.44% | 1.10% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FALGX vs. ACTIX - Drawdown Comparison
The maximum FALGX drawdown since its inception was -64.07%, smaller than the maximum ACTIX drawdown of -96.41%. Use the drawdown chart below to compare losses from any high point for FALGX and ACTIX.
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Drawdown Indicators
| FALGX | ACTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.07% | -96.41% | +32.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -3.07% | -9.24% |
Max Drawdown (5Y)Largest decline over 5 years | -21.78% | -96.41% | +74.63% |
Max Drawdown (10Y)Largest decline over 10 years | -37.58% | — | — |
Current DrawdownCurrent decline from peak | -4.20% | -96.20% | +92.00% |
Average DrawdownAverage peak-to-trough decline | -14.48% | -27.55% | +13.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 0.85% | +3.08% |
Volatility
FALGX vs. ACTIX - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class M (FALGX) is 0.00%, while Advisors Capital Tactical Fixed Income Fund (ACTIX) has a volatility of 1.82%. This indicates that FALGX experiences smaller price fluctuations and is considered to be less risky than ACTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FALGX | ACTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 1.82% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 5.84% | 2.51% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.20% | 4.68% | +12.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 1,202.55% | -1,185.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.71% | 1,201.12% | -1,182.41% |