FARMX vs. FXAIX

In the year-to-date period, FARMX achieves a 13.13% return, which is significantly higher than FXAIX's 0.61% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FARMX has a 0.99% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Agricultural Productivity Fund (FARMX) 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 FARMX Sharpe Ratio is 0.45, which is comparable to the FXAIX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of FARMX 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.

FARMX's dividend yield for the trailing twelve months is around 2.03%, more than FXAIX's 1.55% yield.

The maximum FARMX drawdown since its inception was -30.27%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FARMX and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Agricultural Productivity Fund (FARMX) is 3.57%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.18%. This indicates that FARMX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.