FCLTX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Industrials Fund Class M (FCLTX) and Fidelity 500 Index Fund (FXAIX).
FCLTX is managed by Fidelity. It was launched on Sep 3, 1996. 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
FCLTX vs. FXAIX - Performance Comparison
Loading graphics...
FCLTX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCLTX Fidelity Advisor Industrials Fund Class M | 0.72% | 24.14% | 27.80% | 22.34% | -10.87% | 15.97% | 10.89% | 27.44% | -16.03% | 19.25% |
FXAIX Fidelity 500 Index Fund | -4.34% | 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, FCLTX achieves a 0.72% return, which is significantly higher than FXAIX's -4.34% return. Over the past 10 years, FCLTX has underperformed FXAIX with an annualized return of 12.22%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
FCLTX
- 1D
- -1.93%
- 1M
- -12.58%
- YTD
- 0.72%
- 6M
- 2.49%
- 1Y
- 28.88%
- 3Y*
- 24.06%
- 5Y*
- 14.13%
- 10Y*
- 12.22%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCLTX vs. FXAIX - Expense Ratio Comparison
FCLTX has a 1.27% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FCLTX vs. FXAIX — Risk / Return Rank
FCLTX
FXAIX
FCLTX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Industrials Fund Class M (FCLTX) 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.
| FCLTX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.97 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.49 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.52 | +0.45 |
Martin ratioReturn relative to average drawdown | 7.73 | 7.30 | +0.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FCLTX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.97 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.70 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.78 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.76 | -0.28 |
Correlation
The correlation between FCLTX 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
FCLTX vs. FXAIX - Dividend Comparison
FCLTX's dividend yield for the trailing twelve months is around 1.80%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCLTX Fidelity Advisor Industrials Fund Class M | 1.80% | 1.82% | 7.91% | 8.95% | 3.54% | 22.27% | 0.60% | 7.40% | 12.19% | 2.81% | 5.59% | 9.09% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FCLTX vs. FXAIX - Drawdown Comparison
The maximum FCLTX drawdown since its inception was -61.07%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCLTX and FXAIX.
Loading graphics...
Drawdown Indicators
| FCLTX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.07% | -33.79% | -27.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -12.13% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.59% | -24.50% | -2.09% |
Max Drawdown (10Y)Largest decline over 10 years | -42.73% | -33.79% | -8.94% |
Current DrawdownCurrent decline from peak | -13.12% | -6.23% | -6.89% |
Average DrawdownAverage peak-to-trough decline | -8.39% | -3.83% | -4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.53% | +0.86% |
Volatility
FCLTX vs. FXAIX - Volatility Comparison
Fidelity Advisor Industrials Fund Class M (FCLTX) has a higher volatility of 6.69% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FCLTX'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.
Loading graphics...
Volatility by Period
| FCLTX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 5.34% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 9.53% | +3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.50% | 18.32% | +4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 16.92% | +3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.32% | 18.05% | +3.27% |