FAOFX vs. FXAIX

In the year-to-date period, FAOFX achieves a 0.12% return, which is significantly lower than FXAIX's 1.34% return. Over the past 10 years, FAOFX has underperformed FXAIX with an annualized return of 3.67%, while FXAIX has yielded a comparatively higher 12.68% annualized return.

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FAOFX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Growth Opportunities Fund (FAOFX) 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.

The current FAOFX Sharpe Ratio is 0.32, which is lower than the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of FAOFX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAOFX's dividend yield for the trailing twelve months is around 8.74%, more than FXAIX's 1.55% yield.

The maximum FAOFX drawdown since its inception was -59.22%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FAOFX and FXAIX.

Fidelity Advisor Series Growth Opportunities Fund (FAOFX) has a higher volatility of 6.10% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that FAOFX'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.