FANIX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Energy Fund Class I (FANIX) and Fidelity 500 Index Fund (FXAIX).
FANIX is managed by Fidelity. It was launched on Jul 3, 1995. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FANIX or FXAIX.
Correlation
The correlation between FANIX and FXAIX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FANIX vs. FXAIX - Performance Comparison
Key characteristics
FANIX:
0.54
FXAIX:
1.97
FANIX:
0.83
FXAIX:
2.64
FANIX:
1.11
FXAIX:
1.36
FANIX:
0.61
FXAIX:
2.98
FANIX:
1.23
FXAIX:
12.34
FANIX:
8.35%
FXAIX:
2.04%
FANIX:
19.05%
FXAIX:
12.79%
FANIX:
-75.81%
FXAIX:
-33.79%
FANIX:
-9.33%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FANIX achieves a 4.52% return, which is significantly higher than FXAIX's 4.11% return. Over the past 10 years, FANIX has underperformed FXAIX with an annualized return of 4.41%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
FANIX
4.52%
-3.82%
-1.97%
6.62%
15.92%
4.41%
FXAIX
4.11%
2.06%
9.72%
23.78%
14.37%
13.09%
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FANIX vs. FXAIX - Expense Ratio Comparison
FANIX has a 0.76% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FANIX vs. FXAIX — Risk-Adjusted Performance Rank
FANIX
FXAIX
FANIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Energy Fund Class I (FANIX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
FANIX vs. FXAIX - Dividend Comparison
FANIX's dividend yield for the trailing twelve months is around 0.94%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FANIX Fidelity Advisor Energy Fund Class I | 0.94% | 0.98% | 2.21% | 2.19% | 2.28% | 3.40% | 1.81% | 1.19% | 1.61% | 0.20% | 1.02% | 6.36% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FANIX vs. FXAIX - Drawdown Comparison
The maximum FANIX drawdown since its inception was -75.81%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FANIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FANIX vs. FXAIX - Volatility Comparison
Fidelity Advisor Energy Fund Class I (FANIX) has a higher volatility of 6.42% compared to Fidelity 500 Index Fund (FXAIX) at 3.21%. This indicates that FANIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.