FCCVX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and Fidelity 500 Index Fund (FXAIX).
FCCVX is managed by Fidelity. It was launched on Feb 19, 2009. 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
FCCVX vs. FXAIX - Performance Comparison
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FCCVX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 1.14% | 17.04% | 7.28% | 10.24% | -16.22% | 8.77% | 41.00% | 27.26% | -2.32% | 8.22% |
FXAIX Fidelity 500 Index Fund | -7.05% | 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, FCCVX achieves a 1.14% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FCCVX has underperformed FXAIX with an annualized return of 10.03%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FCCVX
- 1D
- -1.68%
- 1M
- -5.66%
- YTD
- 1.14%
- 6M
- 2.02%
- 1Y
- 23.28%
- 3Y*
- 10.49%
- 5Y*
- 4.24%
- 10Y*
- 10.03%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FCCVX vs. FXAIX - Expense Ratio Comparison
FCCVX has a 1.74% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FCCVX vs. FXAIX — Risk / Return Rank
FCCVX
FXAIX
FCCVX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class C (FCCVX) 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.
| FCCVX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 0.84 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.30 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 1.05 | +1.66 |
Martin ratioReturn relative to average drawdown | 10.09 | 5.13 | +4.96 |
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
| FCCVX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 0.84 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.68 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.77 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.75 | +0.11 |
Correlation
The correlation between FCCVX and FXAIX is 0.85, 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
FCCVX vs. FXAIX - Dividend Comparison
FCCVX's dividend yield for the trailing twelve months is around 10.35%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 10.35% | 10.47% | 1.32% | 1.12% | 2.62% | 19.63% | 9.96% | 2.31% | 8.75% | 3.35% | 3.85% | 9.24% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FCCVX vs. FXAIX - Drawdown Comparison
The maximum FCCVX drawdown since its inception was -25.13%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCCVX and FXAIX.
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Drawdown Indicators
| FCCVX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -33.79% | +8.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -12.13% | +4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -24.50% | -0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -25.13% | -33.79% | +8.66% |
Current DrawdownCurrent decline from peak | -6.87% | -8.89% | +2.02% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -3.83% | -2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 2.50% | -0.42% |
Volatility
FCCVX vs. FXAIX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class C (FCCVX) has a higher volatility of 6.32% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FCCVX'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.
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Volatility by Period
| FCCVX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 4.24% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 9.08% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 18.13% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.34% | 16.88% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 18.03% | -4.53% |