FCPAX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) and Fidelity 500 Index Fund (FXAIX).
FCPAX is managed by Fidelity. It was launched on Nov 3, 1997. 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
FCPAX vs. FXAIX - Performance Comparison
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FCPAX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCPAX Fidelity Advisor International Capital Appreciation Fund Class A | -4.94% | 18.40% | 7.76% | 27.31% | -26.75% | 11.98% | 21.90% | 32.36% | -13.07% | 35.50% |
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, FCPAX achieves a -4.94% return, which is significantly lower than FXAIX's -4.34% return. Over the past 10 years, FCPAX has underperformed FXAIX with an annualized return of 8.83%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
FCPAX
- 1D
- 3.58%
- 1M
- -9.06%
- YTD
- -4.94%
- 6M
- -5.48%
- 1Y
- 9.47%
- 3Y*
- 10.75%
- 5Y*
- 4.47%
- 10Y*
- 8.83%
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%
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FCPAX vs. FXAIX - Expense Ratio Comparison
FCPAX has a 1.23% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FCPAX vs. FXAIX — Risk / Return Rank
FCPAX
FXAIX
FCPAX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) 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.
| FCPAX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.97 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.49 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.52 | -0.89 |
Martin ratioReturn relative to average drawdown | 2.45 | 7.30 | -4.84 |
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
| FCPAX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.97 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.70 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.78 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.76 | -0.38 |
Correlation
The correlation between FCPAX and FXAIX is 0.81, 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
FCPAX vs. FXAIX - Dividend Comparison
FCPAX's dividend yield for the trailing twelve months is around 6.00%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPAX Fidelity Advisor International Capital Appreciation Fund Class A | 6.00% | 5.70% | 0.54% | 0.16% | 0.00% | 3.84% | 0.00% | 0.37% | 0.22% | 0.05% | 0.11% | 0.05% |
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
FCPAX vs. FXAIX - Drawdown Comparison
The maximum FCPAX drawdown since its inception was -65.31%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCPAX and FXAIX.
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Drawdown Indicators
| FCPAX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.31% | -33.79% | -31.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.47% | -12.13% | -2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -37.36% | -24.50% | -12.86% |
Max Drawdown (10Y)Largest decline over 10 years | -37.36% | -33.79% | -3.57% |
Current DrawdownCurrent decline from peak | -11.41% | -6.23% | -5.18% |
Average DrawdownAverage peak-to-trough decline | -15.09% | -3.83% | -11.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.53% | +1.16% |
Volatility
FCPAX vs. FXAIX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class A (FCPAX) has a higher volatility of 8.80% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FCPAX'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
| FCPAX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.80% | 5.34% | +3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 9.53% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.77% | 18.32% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.52% | 16.92% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 18.05% | -0.19% |