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 managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBRNX or FXAIX.
Correlation
The correlation between FBRNX and FXAIX is 0.97, 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. FXAIX - Performance Comparison
Key characteristics
FBRNX:
1.13
FXAIX:
1.97
FBRNX:
1.51
FXAIX:
2.64
FBRNX:
1.22
FXAIX:
1.36
FBRNX:
1.73
FXAIX:
2.98
FBRNX:
4.96
FXAIX:
12.34
FBRNX:
3.18%
FXAIX:
2.04%
FBRNX:
13.91%
FXAIX:
12.79%
FBRNX:
-34.37%
FXAIX:
-33.79%
FBRNX:
-5.33%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FBRNX achieves a 3.38% return, which is significantly lower than FXAIX's 4.11% return. Over the past 10 years, FBRNX has underperformed FXAIX with an annualized return of 9.18%, while FXAIX has yielded a comparatively higher 13.15% annualized return.
FBRNX
3.38%
1.35%
6.10%
14.27%
11.01%
9.18%
FXAIX
4.11%
2.06%
10.80%
23.78%
14.47%
13.15%
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FBRNX vs. FXAIX - Expense Ratio Comparison
FBRNX has a 0.62% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FBRNX vs. FXAIX — Risk-Adjusted Performance Rank
FBRNX
FXAIX
FBRNX vs. FXAIX - 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 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.
Dividends
FBRNX vs. FXAIX - Dividend Comparison
FBRNX's dividend yield for the trailing twelve months is around 0.74%, less than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
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. For additional features, visit the drawdowns tool.
Volatility
FBRNX vs. FXAIX - Volatility Comparison
Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) has a higher volatility of 3.99% compared to Fidelity 500 Index Fund (FXAIX) at 3.21%. 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.