FBDIX vs. FHCCX
Compare and contrast key facts about Franklin Biotechnology Discovery Fund (FBDIX) and Fidelity Advisor Health Care Fund Class C (FHCCX).
FBDIX is managed by Franklin Templeton. It was launched on Sep 14, 1997. FHCCX is managed by Fidelity. It was launched on Nov 3, 1997.
Performance
FBDIX vs. FHCCX - Performance Comparison
Loading graphics...
FBDIX vs. FHCCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | -3.29% | 52.68% | 15.37% | 18.40% | -12.65% | -27.58% | 29.85% | 49.11% | -15.77% | 18.83% |
FHCCX Fidelity Advisor Health Care Fund Class C | -9.80% | -5.49% | 3.20% | 3.02% | -13.72% | 10.43% | 20.15% | 26.96% | 6.37% | 23.12% |
Returns By Period
In the year-to-date period, FBDIX achieves a -3.29% return, which is significantly higher than FHCCX's -9.80% return. Over the past 10 years, FBDIX has outperformed FHCCX with an annualized return of 10.22%, while FHCCX has yielded a comparatively lower 5.57% annualized return.
FBDIX
- 1D
- -0.30%
- 1M
- -6.49%
- YTD
- -3.29%
- 6M
- 19.63%
- 1Y
- 54.72%
- 3Y*
- 25.99%
- 5Y*
- 6.18%
- 10Y*
- 10.22%
FHCCX
- 1D
- -0.72%
- 1M
- -9.58%
- YTD
- -9.80%
- 6M
- -16.82%
- 1Y
- -13.69%
- 3Y*
- -3.33%
- 5Y*
- -3.13%
- 10Y*
- 5.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBDIX vs. FHCCX - Expense Ratio Comparison
FBDIX has a 1.06% expense ratio, which is lower than FHCCX's 1.72% expense ratio.
Return for Risk
FBDIX vs. FHCCX — Risk / Return Rank
FBDIX
FHCCX
FBDIX vs. FHCCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Biotechnology Discovery Fund (FBDIX) and Fidelity Advisor Health Care Fund Class C (FHCCX). 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.
| FBDIX | FHCCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | -0.56 | +2.55 |
Sortino ratioReturn per unit of downside risk | 2.59 | -0.55 | +3.13 |
Omega ratioGain probability vs. loss probability | 1.33 | 0.90 | +0.43 |
Calmar ratioReturn relative to maximum drawdown | 3.04 | -0.55 | +3.58 |
Martin ratioReturn relative to average drawdown | 12.26 | -1.35 | +13.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FBDIX | FHCCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | -0.56 | +2.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | -0.16 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.29 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.45 | -0.06 |
Correlation
The correlation between FBDIX and FHCCX is 0.79, 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.
Dividends
FBDIX vs. FHCCX - Dividend Comparison
FBDIX's dividend yield for the trailing twelve months is around 11.18%, while FHCCX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | 11.18% | 10.81% | 19.53% | 0.00% | 0.13% | 0.98% | 14.50% | 18.77% | 3.72% | 2.39% | 4.57% | 8.42% |
FHCCX Fidelity Advisor Health Care Fund Class C | 0.00% | 0.00% | 17.59% | 0.00% | 0.00% | 8.32% | 6.85% | 0.41% | 6.43% | 0.00% | 0.00% | 7.84% |
Drawdowns
FBDIX vs. FHCCX - Drawdown Comparison
The maximum FBDIX drawdown since its inception was -71.44%, which is greater than FHCCX's maximum drawdown of -45.28%. Use the drawdown chart below to compare losses from any high point for FBDIX and FHCCX.
Loading graphics...
Drawdown Indicators
| FBDIX | FHCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.44% | -45.28% | -26.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -27.25% | +14.86% |
Max Drawdown (5Y)Largest decline over 5 years | -46.83% | -29.67% | -17.16% |
Max Drawdown (10Y)Largest decline over 10 years | -53.67% | -29.67% | -24.00% |
Current DrawdownCurrent decline from peak | -7.38% | -27.25% | +19.87% |
Average DrawdownAverage peak-to-trough decline | -28.90% | -10.12% | -18.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 11.08% | -7.10% |
Volatility
FBDIX vs. FHCCX - Volatility Comparison
Franklin Biotechnology Discovery Fund (FBDIX) has a higher volatility of 7.62% compared to Fidelity Advisor Health Care Fund Class C (FHCCX) at 5.59%. This indicates that FBDIX's price experiences larger fluctuations and is considered to be riskier than FHCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FBDIX | FHCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 5.59% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 15.74% | 22.17% | -6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.50% | 25.40% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.47% | 19.34% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.35% | 19.55% | +6.80% |