FBKWX vs. FZAPX
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Fidelity Advisor Stock Selector All Cap Fund Class Z (FZAPX).
FBKWX is managed by Fidelity. It was launched on Oct 15, 2002. FZAPX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
FBKWX vs. FZAPX - Performance Comparison
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FBKWX vs. FZAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | -0.37% | 7.60% | 2.20% | 6.56% | -13.55% | -0.27% | 9.46% | 9.88% | -0.56% | 4.39% |
FZAPX Fidelity Advisor Stock Selector All Cap Fund Class Z | -2.77% | 18.98% | 19.88% | 27.05% | -19.49% | 23.25% | 25.03% | 32.34% | -8.52% | 24.38% |
Returns By Period
In the year-to-date period, FBKWX achieves a -0.37% return, which is significantly higher than FZAPX's -2.77% return. Over the past 10 years, FBKWX has underperformed FZAPX with an annualized return of 2.58%, while FZAPX has yielded a comparatively higher 13.76% annualized return.
FBKWX
- 1D
- 0.10%
- 1M
- -1.75%
- YTD
- -0.37%
- 6M
- 0.39%
- 1Y
- 4.05%
- 3Y*
- 4.16%
- 5Y*
- 0.67%
- 10Y*
- 2.58%
FZAPX
- 1D
- 3.26%
- 1M
- -5.27%
- YTD
- -2.77%
- 6M
- 0.93%
- 1Y
- 22.74%
- 3Y*
- 17.63%
- 5Y*
- 10.19%
- 10Y*
- 13.76%
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FBKWX vs. FZAPX - Expense Ratio Comparison
FBKWX has a 0.36% expense ratio, which is lower than FZAPX's 0.58% expense ratio.
Return for Risk
FBKWX vs. FZAPX — Risk / Return Rank
FBKWX
FZAPX
FBKWX vs. FZAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Fidelity Advisor Stock Selector All Cap Fund Class Z (FZAPX). 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.
| FBKWX | FZAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.24 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.83 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.94 | -0.23 |
Martin ratioReturn relative to average drawdown | 5.16 | 9.30 | -4.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBKWX | FZAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.24 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.58 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.74 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.72 | -0.17 |
Correlation
The correlation between FBKWX and FZAPX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FBKWX vs. FZAPX - Dividend Comparison
FBKWX's dividend yield for the trailing twelve months is around 4.10%, less than FZAPX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.10% | 4.45% | 4.22% | 3.52% | 2.59% | 1.97% | 5.32% | 3.11% | 3.30% | 3.07% | 3.71% | 3.38% |
FZAPX Fidelity Advisor Stock Selector All Cap Fund Class Z | 5.02% | 4.88% | 4.91% | 2.12% | 0.39% | 1.47% | 5.33% | 6.18% | 4.59% | 3.07% | 1.13% | 5.24% |
Drawdowns
FBKWX vs. FZAPX - Drawdown Comparison
The maximum FBKWX drawdown since its inception was -18.31%, smaller than the maximum FZAPX drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for FBKWX and FZAPX.
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Drawdown Indicators
| FBKWX | FZAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.31% | -34.37% | +16.06% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -12.31% | +9.45% |
Max Drawdown (5Y)Largest decline over 5 years | -18.31% | -25.20% | +6.89% |
Max Drawdown (10Y)Largest decline over 10 years | -18.31% | -34.37% | +16.06% |
Current DrawdownCurrent decline from peak | -2.25% | -6.23% | +3.98% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -4.61% | +0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 2.56% | -1.61% |
Volatility
FBKWX vs. FZAPX - Volatility Comparison
The current volatility for Fidelity Advisor Total Bond Fund Class Z (FBKWX) is 1.50%, while Fidelity Advisor Stock Selector All Cap Fund Class Z (FZAPX) has a volatility of 6.14%. This indicates that FBKWX experiences smaller price fluctuations and is considered to be less risky than FZAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBKWX | FZAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 6.14% | -4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 10.41% | -7.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.42% | 18.98% | -14.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 17.74% | -12.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.74% | 18.54% | -13.80% |