FCLAX vs. SNXFX
Compare and contrast key facts about Fidelity Advisor Industrials Fund Class A (FCLAX) and Schwab 1000 Index Fund (SNXFX).
FCLAX is managed by Fidelity. It was launched on Sep 3, 1996. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
FCLAX vs. SNXFX - Performance Comparison
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FCLAX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCLAX Fidelity Advisor Industrials Fund Class A | 4.39% | 24.48% | 28.24% | 22.64% | -10.64% | 16.27% | 11.17% | 27.81% | -15.83% | 19.28% |
SNXFX Schwab 1000 Index Fund | -4.19% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
Returns By Period
In the year-to-date period, FCLAX achieves a 4.39% return, which is significantly higher than SNXFX's -4.19% return. Over the past 10 years, FCLAX has underperformed SNXFX with an annualized return of 12.89%, while SNXFX has yielded a comparatively higher 13.72% annualized return.
FCLAX
- 1D
- 3.59%
- 1M
- -9.99%
- YTD
- 4.39%
- 6M
- 6.45%
- 1Y
- 32.46%
- 3Y*
- 25.89%
- 5Y*
- 15.06%
- 10Y*
- 12.89%
SNXFX
- 1D
- 2.95%
- 1M
- -5.11%
- YTD
- -4.19%
- 6M
- -2.28%
- 1Y
- 17.24%
- 3Y*
- 18.07%
- 5Y*
- 10.92%
- 10Y*
- 13.72%
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FCLAX vs. SNXFX - Expense Ratio Comparison
FCLAX has a 1.02% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Return for Risk
FCLAX vs. SNXFX — Risk / Return Rank
FCLAX
SNXFX
FCLAX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Industrials Fund Class A (FCLAX) and Schwab 1000 Index Fund (SNXFX). 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.
| FCLAX | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.96 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.11 | 1.47 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.57 | 1.48 | +1.08 |
Martin ratioReturn relative to average drawdown | 9.92 | 7.11 | +2.81 |
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
| FCLAX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.96 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.63 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.74 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.03 |
Correlation
The correlation between FCLAX and SNXFX is 0.86, 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
FCLAX vs. SNXFX - Dividend Comparison
FCLAX's dividend yield for the trailing twelve months is around 1.66%, more than SNXFX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCLAX Fidelity Advisor Industrials Fund Class A | 1.66% | 1.73% | 8.10% | 8.69% | 3.46% | 21.93% | 0.59% | 7.50% | 12.29% | 2.79% | 5.69% | 9.17% |
SNXFX Schwab 1000 Index Fund | 1.52% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
FCLAX vs. SNXFX - Drawdown Comparison
The maximum FCLAX drawdown since its inception was -60.95%, which is greater than SNXFX's maximum drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for FCLAX and SNXFX.
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Drawdown Indicators
| FCLAX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.95% | -55.08% | -5.87% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -12.33% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -26.49% | -25.36% | -1.13% |
Max Drawdown (10Y)Largest decline over 10 years | -42.71% | -34.58% | -8.13% |
Current DrawdownCurrent decline from peak | -9.99% | -6.25% | -3.74% |
Average DrawdownAverage peak-to-trough decline | -7.83% | -8.80% | +0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 2.57% | +0.87% |
Volatility
FCLAX vs. SNXFX - Volatility Comparison
Fidelity Advisor Industrials Fund Class A (FCLAX) has a higher volatility of 7.79% compared to Schwab 1000 Index Fund (SNXFX) at 5.45%. This indicates that FCLAX's price experiences larger fluctuations and is considered to be riskier than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCLAX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 5.45% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 13.79% | 9.77% | +4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.73% | 18.59% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 17.33% | +3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.36% | 18.72% | +2.64% |