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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCLAX or SNXFX.
Key characteristics
| FCLAX | SNXFX | |
|---|---|---|
| YTD Return | 21.06% | 18.50% |
| 1Y Return | 34.86% | 28.04% |
| 3Y Return (Ann) | 12.66% | 8.81% |
| 5Y Return (Ann) | 12.36% | 14.72% |
| 10Y Return (Ann) | 10.12% | 12.45% |
| Sharpe Ratio | 1.99 | 2.16 |
| Daily Std Dev | 17.65% | 13.01% |
| Max Drawdown | -60.83% | -55.08% |
| Current Drawdown | 0.00% | -0.39% |
Correlation
The correlation between FCLAX and SNXFX is 0.88, 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
FCLAX vs. SNXFX - Performance Comparison
In the year-to-date period, FCLAX achieves a 21.06% return, which is significantly higher than SNXFX's 18.50% return. Over the past 10 years, FCLAX has underperformed SNXFX with an annualized return of 10.12%, while SNXFX has yielded a comparatively higher 12.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
FCLAX vs. SNXFX - Risk-Adjusted Performance 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.
Dividends
FCLAX vs. SNXFX - Dividend Comparison
FCLAX's dividend yield for the trailing twelve months is around 7.17%, more than SNXFX's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCLAX Fidelity Advisor Industrials Fund Class A | 7.17% | 8.69% | 3.46% | 21.93% | 0.59% | 7.50% | 12.29% | 3.03% | 5.69% | 9.37% | 7.59% | 4.96% |
SNXFX Schwab 1000 Index Fund | 1.19% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.48% | 4.22% | 3.41% | 6.31% | 4.38% | 4.61% |
Drawdowns
FCLAX vs. SNXFX - Drawdown Comparison
The maximum FCLAX drawdown since its inception was -60.83%, 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. For additional features, visit the drawdowns tool.
Volatility
FCLAX vs. SNXFX - Volatility Comparison
Fidelity Advisor Industrials Fund Class A (FCLAX) has a higher volatility of 5.55% compared to Schwab 1000 Index Fund (SNXFX) at 4.10%. 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.