FBRNX vs. EQPIX
Compare and contrast key facts about Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) and Fidelity Advisor Equity Income Fund Class I (EQPIX).
FBRNX is managed by Fidelity. It was launched on Oct 23, 2012. EQPIX is managed by Fidelity. It was launched on Apr 25, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBRNX or EQPIX.
Correlation
The correlation between FBRNX and EQPIX is 0.84, 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
FBRNX vs. EQPIX - Performance Comparison
Key characteristics
FBRNX:
1.13
EQPIX:
0.89
FBRNX:
1.51
EQPIX:
1.25
FBRNX:
1.22
EQPIX:
1.17
FBRNX:
1.73
EQPIX:
0.83
FBRNX:
4.96
EQPIX:
2.51
FBRNX:
3.18%
EQPIX:
3.96%
FBRNX:
13.91%
EQPIX:
11.14%
FBRNX:
-34.37%
EQPIX:
-60.59%
FBRNX:
-5.33%
EQPIX:
-8.02%
Returns By Period
In the year-to-date period, FBRNX achieves a 3.38% return, which is significantly higher than EQPIX's 2.94% return. Over the past 10 years, FBRNX has outperformed EQPIX with an annualized return of 9.12%, while EQPIX has yielded a comparatively lower 2.90% annualized return.
FBRNX
3.38%
1.35%
5.11%
14.27%
10.91%
9.12%
EQPIX
2.94%
0.87%
-1.86%
7.69%
5.51%
2.90%
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FBRNX vs. EQPIX - Expense Ratio Comparison
FBRNX has a 0.62% expense ratio, which is lower than EQPIX's 0.65% expense ratio.
Risk-Adjusted Performance
FBRNX vs. EQPIX — Risk-Adjusted Performance Rank
FBRNX
EQPIX
FBRNX vs. EQPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) and Fidelity Advisor Equity Income Fund Class I (EQPIX). 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
FBRNX vs. EQPIX - Dividend Comparison
FBRNX's dividend yield for the trailing twelve months is around 0.74%, less than EQPIX's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBRNX Fidelity Advisor Stock Selector All Cap Fund Class I | 0.74% | 0.76% | 0.64% | 0.35% | 0.00% | 0.78% | 0.15% | 0.76% | 0.62% | 0.75% | 0.59% | 12.17% |
EQPIX Fidelity Advisor Equity Income Fund Class I | 2.19% | 2.25% | 2.39% | 2.08% | 2.02% | 2.31% | 2.47% | 3.18% | 1.98% | 2.06% | 4.38% | 6.58% |
Drawdowns
FBRNX vs. EQPIX - Drawdown Comparison
The maximum FBRNX drawdown since its inception was -34.37%, smaller than the maximum EQPIX drawdown of -60.59%. Use the drawdown chart below to compare losses from any high point for FBRNX and EQPIX. For additional features, visit the drawdowns tool.
Volatility
FBRNX vs. EQPIX - Volatility Comparison
Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) has a higher volatility of 3.99% compared to Fidelity Advisor Equity Income Fund Class I (EQPIX) at 2.51%. This indicates that FBRNX's price experiences larger fluctuations and is considered to be riskier than EQPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.