FATIX vs. FIKHX
FATIX (Fidelity Advisor Technology Fund Class I) and FIKHX (Fidelity Advisor Technology Fund Class Z) are both Technology Equities funds from Fidelity. With a 1.00 correlation, they move nearly in lockstep. FATIX charges 0.71%/yr vs 0.59%/yr for FIKHX.
Performance
FATIX vs. FIKHX - Performance Comparison
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Returns By Period
FATIX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FIKHX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FATIX vs. FIKHX - Yearly Performance Comparison
| 2025 (YTD) | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FATIX Fidelity Advisor Technology Fund Class I | 24.65% | 35.36% | 59.71% | -36.01% | 27.59% | 64.34% | 50.99% | -17.20% |
FIKHX Fidelity Advisor Technology Fund Class Z | 24.77% | 35.52% | 59.89% | -35.93% | 27.74% | 64.56% | 51.18% | -17.39% |
Correlation
The correlation between FATIX and FIKHX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2018 | 1.00 |
The correlation between FATIX and FIKHX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
FATIX vs. FIKHX - Sectors Allocation Comparison
Sectors
FATIX
FIKHX
Technology
Consumer Cyclical
Communication Services
Basic Materials
Consumer Defensive
-
-
Energy
-
-
Financial Services
-
-
Healthcare
-
-
Industrials
-
-
Real Estate
-
-
Utilities
-
-
Technology
FATIX
FIKHX
Consumer Cyclical
FATIX
FIKHX
Communication Services
FATIX
FIKHX
Basic Materials
FATIX
FIKHX
Consumer Defensive
FATIX
-
FIKHX
-
Energy
FATIX
-
FIKHX
-
Financial Services
FATIX
-
FIKHX
-
Healthcare
FATIX
-
FIKHX
-
Industrials
FATIX
-
FIKHX
-
Real Estate
FATIX
-
FIKHX
-
Utilities
FATIX
-
FIKHX
-
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Return for Risk
FATIX vs. FIKHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class I (FATIX) and Fidelity Advisor Technology Fund Class Z (FIKHX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
FATIX vs. FIKHX - Drawdown Comparison
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Volatility
FATIX vs. FIKHX - Volatility Comparison
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FATIX vs. FIKHX - Expense Ratio Comparison
FATIX has a 0.71% expense ratio, which is higher than FIKHX's 0.59% expense ratio.
Dividends
FATIX vs. FIKHX - Dividend Comparison
FATIX's dividend yield for the trailing twelve months is around 9.75%, less than FIKHX's 9.85% yield.
| Position | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FATIX Fidelity Advisor Technology Fund Class I | 9.75% | 7.19% | 3.74% | 3.32% | 11.43% | 7.31% | 2.50% | 22.35% | 7.93% | 1.52% | 4.46% |
FIKHX Fidelity Advisor Technology Fund Class Z | 9.85% | 7.33% | 3.86% | 3.32% | 11.52% | 7.42% | 2.64% | 22.38% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 1.00, FATIX and FIKHX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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