FALGX vs. AUXFX
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class M (FALGX) and Auxier Focus Fund (AUXFX).
FALGX is managed by Fidelity. It was launched on Feb 20, 1996. AUXFX is managed by Auxier Funds. It was launched on Jul 9, 1999.
Performance
FALGX vs. AUXFX - Performance Comparison
Loading graphics...
FALGX vs. AUXFX - 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% |
AUXFX Auxier Focus Fund | 0.28% | 15.23% | 11.31% | 9.76% | -4.52% | 20.03% | 6.04% | 20.20% | -4.13% | 17.75% |
Returns By Period
Over the past 10 years, FALGX has outperformed AUXFX with an annualized return of 13.44%, while AUXFX has yielded a comparatively lower 9.45% annualized return.
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%
AUXFX
- 1D
- 0.06%
- 1M
- -5.27%
- YTD
- 0.28%
- 6M
- 2.29%
- 1Y
- 10.43%
- 3Y*
- 11.92%
- 5Y*
- 8.42%
- 10Y*
- 9.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FALGX vs. AUXFX - Expense Ratio Comparison
FALGX has a 1.05% expense ratio, which is higher than AUXFX's 0.92% expense ratio.
Return for Risk
FALGX vs. AUXFX — Risk / Return Rank
FALGX
AUXFX
FALGX vs. AUXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class M (FALGX) and Auxier Focus Fund (AUXFX). 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 | AUXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.97 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.41 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.20 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.25 | -0.13 |
Martin ratioReturn relative to average drawdown | 4.56 | 5.44 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FALGX | AUXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.97 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.69 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.62 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.57 | -0.13 |
Correlation
The correlation between FALGX and AUXFX is 0.87, 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. AUXFX - Dividend Comparison
FALGX's dividend yield for the trailing twelve months is around 5.76%, more than AUXFX's 2.83% 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% |
AUXFX Auxier Focus Fund | 2.83% | 2.84% | 3.41% | 4.38% | 3.02% | 2.49% | 2.36% | 6.03% | 6.82% | 5.52% | 2.77% | 5.76% |
Drawdowns
FALGX vs. AUXFX - Drawdown Comparison
The maximum FALGX drawdown since its inception was -64.07%, which is greater than AUXFX's maximum drawdown of -39.82%. Use the drawdown chart below to compare losses from any high point for FALGX and AUXFX.
Loading graphics...
Drawdown Indicators
| FALGX | AUXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.07% | -39.82% | -24.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -8.19% | -4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -21.78% | -15.73% | -6.05% |
Max Drawdown (10Y)Largest decline over 10 years | -37.58% | -33.69% | -3.89% |
Current DrawdownCurrent decline from peak | -4.20% | -5.27% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -14.48% | -4.44% | -10.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 1.88% | +2.05% |
Volatility
FALGX vs. AUXFX - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class M (FALGX) is 0.00%, while Auxier Focus Fund (AUXFX) has a volatility of 2.91%. This indicates that FALGX experiences smaller price fluctuations and is considered to be less risky than AUXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FALGX | AUXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 2.91% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 5.84% | 6.40% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.20% | 12.08% | +5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 12.20% | +4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.71% | 15.19% | +3.52% |