FATIX vs. VITAX
Compare and contrast key facts about Fidelity Advisor Technology Fund Class I (FATIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
FATIX is managed by Fidelity. It was launched on Sep 3, 1996. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FATIX or VITAX.
Correlation
The correlation between FATIX and VITAX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FATIX vs. VITAX - Performance Comparison
Key characteristics
FATIX:
0.75
VITAX:
1.10
FATIX:
1.11
VITAX:
1.52
FATIX:
1.15
VITAX:
1.20
FATIX:
1.18
VITAX:
1.63
FATIX:
3.07
VITAX:
5.65
FATIX:
6.21%
VITAX:
4.40%
FATIX:
25.65%
VITAX:
22.67%
FATIX:
-82.31%
VITAX:
-54.81%
FATIX:
-10.57%
VITAX:
-3.58%
Returns By Period
In the year-to-date period, FATIX achieves a 0.03% return, which is significantly lower than VITAX's 0.40% return. Over the past 10 years, FATIX has underperformed VITAX with an annualized return of 14.04%, while VITAX has yielded a comparatively higher 20.27% annualized return.
FATIX
0.03%
-3.59%
0.34%
15.20%
14.04%
14.04%
VITAX
0.40%
-3.28%
7.84%
21.93%
19.72%
20.27%
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FATIX vs. VITAX - Expense Ratio Comparison
FATIX has a 0.71% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
FATIX vs. VITAX — Risk-Adjusted Performance Rank
FATIX
VITAX
FATIX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class I (FATIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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
FATIX vs. VITAX - Dividend Comparison
FATIX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.60%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATIX Fidelity Advisor Technology Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 4.46% | 8.68% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.60% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FATIX vs. VITAX - Drawdown Comparison
The maximum FATIX drawdown since its inception was -82.31%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FATIX and VITAX. For additional features, visit the drawdowns tool.
Volatility
FATIX vs. VITAX - Volatility Comparison
Fidelity Advisor Technology Fund Class I (FATIX) has a higher volatility of 8.66% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 7.99%. This indicates that FATIX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.