FBRNX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) and Fidelity 500 Index Fund (FXAIX).
FBRNX is managed by Fidelity. It was launched on Oct 23, 2012. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FBRNX vs. FXAIX - Performance Comparison
Loading graphics...
FBRNX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBRNX Fidelity Advisor Stock Selector All Cap Fund Class I | -2.81% | 18.84% | 19.74% | 26.90% | -19.59% | 22.96% | 24.89% | 32.20% | -8.66% | 24.44% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FBRNX achieves a -2.81% return, which is significantly higher than FXAIX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with FBRNX having a 13.63% annualized return and FXAIX not far ahead at 14.08%.
FBRNX
- 1D
- 3.26%
- 1M
- -5.27%
- YTD
- -2.81%
- 6M
- 0.86%
- 1Y
- 22.60%
- 3Y*
- 17.49%
- 5Y*
- 10.02%
- 10Y*
- 13.63%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FBRNX vs. FXAIX - Expense Ratio Comparison
FBRNX has a 0.62% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FBRNX vs. FXAIX — Risk / Return Rank
FBRNX
FXAIX
FBRNX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) and Fidelity 500 Index Fund (FXAIX). 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.
| FBRNX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.97 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.49 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.52 | +0.40 |
Martin ratioReturn relative to average drawdown | 9.22 | 7.30 | +1.93 |
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
| FBRNX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.97 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.70 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.76 | 0.00 |
Correlation
The correlation between FBRNX and FXAIX is 0.98, 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
FBRNX vs. FXAIX - Dividend Comparison
FBRNX's dividend yield for the trailing twelve months is around 4.73%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBRNX Fidelity Advisor Stock Selector All Cap Fund Class I | 4.73% | 4.60% | 4.66% | 1.94% | 0.35% | 0.00% | 5.15% | 5.28% | 4.39% | 3.07% | 0.99% | 5.06% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FBRNX vs. FXAIX - Drawdown Comparison
The maximum FBRNX drawdown since its inception was -34.37%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FBRNX and FXAIX.
Loading graphics...
Drawdown Indicators
| FBRNX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.37% | -33.79% | -0.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -12.13% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.29% | -24.50% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -33.79% | -0.58% |
Current DrawdownCurrent decline from peak | -6.25% | -6.23% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -3.83% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.53% | +0.04% |
Volatility
FBRNX vs. FXAIX - Volatility Comparison
Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) has a higher volatility of 6.13% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FBRNX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FBRNX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 5.34% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 9.53% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 18.32% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.73% | 16.92% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 18.05% | +0.48% |