FBRNX vs. GXXIX
Compare and contrast key facts about Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) and abrdn U.S. Sustainable Leaders Fund (GXXIX).
FBRNX is managed by Fidelity. It was launched on Oct 23, 2012. GXXIX is managed by Aberdeen. It was launched on Jun 30, 2000.
Performance
FBRNX vs. GXXIX - Performance Comparison
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FBRNX vs. GXXIX - 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% |
GXXIX abrdn U.S. Sustainable Leaders Fund | -7.53% | 3.82% | 10.11% | 15.19% | -26.55% | 81.37% | 29.56% | 36.96% | -6.73% | 20.42% |
Returns By Period
In the year-to-date period, FBRNX achieves a -2.81% return, which is significantly higher than GXXIX's -7.53% return. Both investments have delivered pretty close results over the past 10 years, with FBRNX having a 13.63% annualized return and GXXIX not far behind at 13.33%.
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%
GXXIX
- 1D
- 2.82%
- 1M
- -5.54%
- YTD
- -7.53%
- 6M
- -7.78%
- 1Y
- 2.72%
- 3Y*
- 5.62%
- 5Y*
- 9.27%
- 10Y*
- 13.33%
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FBRNX vs. GXXIX - Expense Ratio Comparison
FBRNX has a 0.62% expense ratio, which is lower than GXXIX's 0.97% expense ratio.
Return for Risk
FBRNX vs. GXXIX — Risk / Return Rank
FBRNX
GXXIX
FBRNX vs. GXXIX - 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 abrdn U.S. Sustainable Leaders Fund (GXXIX). 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 | GXXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.19 | +1.05 |
Sortino ratioReturn per unit of downside risk | 1.82 | 0.40 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.05 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 0.31 | +1.62 |
Martin ratioReturn relative to average drawdown | 9.22 | 1.15 | +8.07 |
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
| FBRNX | GXXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.19 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.34 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.56 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.60 | +0.16 |
Correlation
The correlation between FBRNX and GXXIX is 0.93, 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. GXXIX - Dividend Comparison
FBRNX's dividend yield for the trailing twelve months is around 4.73%, more than GXXIX's 2.48% 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% |
GXXIX abrdn U.S. Sustainable Leaders Fund | 2.48% | 2.30% | 0.00% | 0.28% | 0.39% | 59.39% | 14.10% | 9.76% | 12.93% | 10.11% | 12.20% | 5.82% |
Drawdowns
FBRNX vs. GXXIX - Drawdown Comparison
The maximum FBRNX drawdown since its inception was -34.37%, roughly equal to the maximum GXXIX drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for FBRNX and GXXIX.
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Drawdown Indicators
| FBRNX | GXXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.37% | -33.65% | -0.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -11.78% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.29% | -33.65% | +8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -33.65% | -0.72% |
Current DrawdownCurrent decline from peak | -6.25% | -10.87% | +4.62% |
Average DrawdownAverage peak-to-trough decline | -4.48% | -6.20% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 3.14% | -0.57% |
Volatility
FBRNX vs. GXXIX - Volatility Comparison
Fidelity Advisor Stock Selector All Cap Fund Class I (FBRNX) has a higher volatility of 6.13% compared to abrdn U.S. Sustainable Leaders Fund (GXXIX) at 5.20%. This indicates that FBRNX's price experiences larger fluctuations and is considered to be riskier than GXXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBRNX | GXXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 5.20% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 9.27% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 16.73% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.73% | 27.78% | -10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 23.72% | -5.19% |