FBTCX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund Class C (FBTCX) and Fidelity 500 Index Fund (FXAIX).
FBTCX is managed by Fidelity. It was launched on Dec 27, 2000. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBTCX or FXAIX.
Correlation
The correlation between FBTCX and FXAIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FBTCX vs. FXAIX - Performance Comparison
Key characteristics
FBTCX:
-0.37
FXAIX:
1.88
FBTCX:
-0.37
FXAIX:
2.51
FBTCX:
0.95
FXAIX:
1.35
FBTCX:
-0.22
FXAIX:
2.83
FBTCX:
-0.95
FXAIX:
11.87
FBTCX:
7.71%
FXAIX:
2.02%
FBTCX:
19.90%
FXAIX:
12.77%
FBTCX:
-61.27%
FXAIX:
-33.79%
FBTCX:
-33.32%
FXAIX:
-3.94%
Returns By Period
In the year-to-date period, FBTCX achieves a -4.56% return, which is significantly lower than FXAIX's -0.62% return. Over the past 10 years, FBTCX has underperformed FXAIX with an annualized return of -0.52%, while FXAIX has yielded a comparatively higher 13.08% annualized return.
FBTCX
-4.56%
-10.36%
-18.72%
-7.51%
-2.89%
-0.52%
FXAIX
-0.62%
-3.35%
3.79%
23.82%
13.82%
13.08%
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FBTCX vs. FXAIX - Expense Ratio Comparison
FBTCX has a 1.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FBTCX vs. FXAIX — Risk-Adjusted Performance Rank
FBTCX
FXAIX
FBTCX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class C (FBTCX) 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
FBTCX vs. FXAIX - Dividend Comparison
FBTCX's dividend yield for the trailing twelve months is around 3.00%, more than FXAIX's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTCX Fidelity Advisor Biotechnology Fund Class C | 3.00% | 2.87% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.73% | 2.75% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FBTCX vs. FXAIX - Drawdown Comparison
The maximum FBTCX drawdown since its inception was -61.27%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FBTCX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FBTCX vs. FXAIX - Volatility Comparison
Fidelity Advisor Biotechnology Fund Class C (FBTCX) has a higher volatility of 8.23% compared to Fidelity 500 Index Fund (FXAIX) at 4.57%. This indicates that FBTCX'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.