FDESX vs. ELFNX
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class O (FDESX) and Elfun Trusts (ELFNX).
FDESX is managed by Fidelity. It was launched on Jul 10, 1970. ELFNX is managed by State Street Global Advisors. It was launched on May 27, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDESX or ELFNX.
Correlation
The correlation between FDESX and ELFNX is 0.90, 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
FDESX vs. ELFNX - Performance Comparison
Key characteristics
FDESX:
0.36
ELFNX:
0.59
FDESX:
0.55
ELFNX:
0.81
FDESX:
1.09
ELFNX:
1.14
FDESX:
0.42
ELFNX:
0.80
FDESX:
1.20
ELFNX:
2.32
FDESX:
5.70%
ELFNX:
4.24%
FDESX:
18.97%
ELFNX:
16.67%
FDESX:
-62.75%
ELFNX:
-61.49%
FDESX:
-13.79%
ELFNX:
-10.35%
Returns By Period
In the year-to-date period, FDESX achieves a 1.45% return, which is significantly higher than ELFNX's 1.34% return. Both investments have delivered pretty close results over the past 10 years, with FDESX having a 5.33% annualized return and ELFNX not far behind at 5.21%.
FDESX
1.45%
-4.29%
-5.18%
3.88%
6.85%
5.33%
ELFNX
1.34%
-2.69%
-4.48%
6.74%
8.39%
5.21%
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FDESX vs. ELFNX - Expense Ratio Comparison
FDESX has a 0.45% expense ratio, which is higher than ELFNX's 0.18% expense ratio.
Risk-Adjusted Performance
FDESX vs. ELFNX — Risk-Adjusted Performance Rank
FDESX
ELFNX
FDESX vs. ELFNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class O (FDESX) and Elfun Trusts (ELFNX). 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
FDESX vs. ELFNX - Dividend Comparison
FDESX's dividend yield for the trailing twelve months is around 0.56%, less than ELFNX's 0.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDESX Fidelity Advisor Diversified Stock Fund Class O | 0.56% | 0.57% | 0.57% | 0.87% | 0.59% | 0.52% | 0.82% | 0.82% | 1.36% | 1.63% | 1.78% | 11.34% |
ELFNX Elfun Trusts | 0.99% | 1.01% | 1.08% | 1.28% | 0.93% | 0.96% | 1.08% | 1.51% | 1.29% | 1.48% | 1.47% | 1.28% |
Drawdowns
FDESX vs. ELFNX - Drawdown Comparison
The maximum FDESX drawdown since its inception was -62.75%, roughly equal to the maximum ELFNX drawdown of -61.49%. Use the drawdown chart below to compare losses from any high point for FDESX and ELFNX. For additional features, visit the drawdowns tool.
Volatility
FDESX vs. ELFNX - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class O (FDESX) has a higher volatility of 5.06% compared to Elfun Trusts (ELFNX) at 3.65%. This indicates that FDESX's price experiences larger fluctuations and is considered to be riskier than ELFNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.