FANIX vs. VIMAX
Compare and contrast key facts about Fidelity Advisor Energy Fund Class I (FANIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
FANIX is managed by Fidelity. It was launched on Jul 3, 1995. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FANIX or VIMAX.
Correlation
The correlation between FANIX and VIMAX is 0.66, 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. VIMAX - Performance Comparison
Key characteristics
FANIX:
0.49
VIMAX:
1.53
FANIX:
0.76
VIMAX:
2.14
FANIX:
1.10
VIMAX:
1.27
FANIX:
0.55
VIMAX:
2.33
FANIX:
1.12
VIMAX:
7.07
FANIX:
8.31%
VIMAX:
2.71%
FANIX:
19.08%
VIMAX:
12.50%
FANIX:
-75.81%
VIMAX:
-58.88%
FANIX:
-10.18%
VIMAX:
-2.93%
Returns By Period
In the year-to-date period, FANIX achieves a 3.54% return, which is significantly lower than VIMAX's 4.19% return. Over the past 10 years, FANIX has underperformed VIMAX with an annualized return of 4.16%, while VIMAX has yielded a comparatively higher 9.68% annualized return.
FANIX
3.54%
-1.39%
-1.66%
9.21%
15.77%
4.16%
VIMAX
4.19%
4.13%
12.20%
20.82%
9.84%
9.68%
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FANIX vs. VIMAX - Expense Ratio Comparison
FANIX has a 0.76% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
FANIX vs. VIMAX — Risk-Adjusted Performance Rank
FANIX
VIMAX
FANIX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Energy Fund Class I (FANIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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. VIMAX - Dividend Comparison
FANIX's dividend yield for the trailing twelve months is around 0.95%, less than VIMAX's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FANIX Fidelity Advisor Energy Fund Class I | 0.95% | 0.98% | 2.21% | 2.19% | 2.28% | 3.40% | 1.81% | 1.19% | 1.61% | 0.20% | 1.02% | 6.36% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.42% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
FANIX vs. VIMAX - Drawdown Comparison
The maximum FANIX drawdown since its inception was -75.81%, which is greater than VIMAX's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FANIX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
FANIX vs. VIMAX - Volatility Comparison
Fidelity Advisor Energy Fund Class I (FANIX) has a higher volatility of 6.65% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 3.10%. This indicates that FANIX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.