FDFIX vs. FNIAX
Compare and contrast key facts about Fidelity Flex 500 Index Fund (FDFIX) and Fidelity Advisor New Insights Fund Class A (FNIAX).
FDFIX is managed by Fidelity. It was launched on Mar 9, 2017. FNIAX is managed by Fidelity. It was launched on Jul 31, 2003.
Performance
FDFIX vs. FNIAX - Performance Comparison
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FDFIX vs. FNIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDFIX Fidelity Flex 500 Index Fund | -7.27% | 17.59% | 25.06% | 26.27% | -18.10% | 28.69% | 18.46% | 31.47% | -4.45% | 14.41% |
FNIAX Fidelity Advisor New Insights Fund Class A | -7.49% | 21.17% | 34.94% | 35.97% | -26.57% | 24.40% | 23.62% | 29.17% | -4.67% | 18.93% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FDFIX having a -7.27% return and FNIAX slightly lower at -7.49%.
FDFIX
- 1D
- -0.33%
- 1M
- -7.59%
- YTD
- -7.27%
- 6M
- -4.96%
- 1Y
- 13.90%
- 3Y*
- 17.02%
- 5Y*
- 11.31%
- 10Y*
- —
FNIAX
- 1D
- -0.52%
- 1M
- -9.26%
- YTD
- -7.49%
- 6M
- -4.20%
- 1Y
- 20.18%
- 3Y*
- 23.16%
- 5Y*
- 12.88%
- 10Y*
- 14.58%
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FDFIX vs. FNIAX - Expense Ratio Comparison
FDFIX has a 0.00% expense ratio, which is lower than FNIAX's 0.93% expense ratio.
Return for Risk
FDFIX vs. FNIAX — Risk / Return Rank
FDFIX
FNIAX
FDFIX vs. FNIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex 500 Index Fund (FDFIX) and Fidelity Advisor New Insights Fund Class A (FNIAX). 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.
| FDFIX | FNIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.04 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.56 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.59 | -0.63 |
Martin ratioReturn relative to average drawdown | 4.59 | 6.45 | -1.85 |
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
| FDFIX | FNIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.04 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.68 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.60 | +0.12 |
Correlation
The correlation between FDFIX and FNIAX is 0.94, 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
FDFIX vs. FNIAX - Dividend Comparison
FDFIX's dividend yield for the trailing twelve months is around 1.20%, less than FNIAX's 10.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFIX Fidelity Flex 500 Index Fund | 1.20% | 1.11% | 1.26% | 1.48% | 1.70% | 1.27% | 1.52% | 1.78% | 2.16% | 0.50% | 0.00% | 0.00% |
FNIAX Fidelity Advisor New Insights Fund Class A | 10.10% | 8.96% | 5.85% | 6.18% | 17.12% | 12.66% | 8.14% | 6.48% | 13.78% | 7.61% | 4.99% | 4.40% |
Drawdowns
FDFIX vs. FNIAX - Drawdown Comparison
The maximum FDFIX drawdown since its inception was -33.77%, smaller than the maximum FNIAX drawdown of -49.69%. Use the drawdown chart below to compare losses from any high point for FDFIX and FNIAX.
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Drawdown Indicators
| FDFIX | FNIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.77% | -49.69% | +15.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -10.85% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -31.98% | +7.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.98% | — |
Current DrawdownCurrent decline from peak | -8.99% | -10.41% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -7.28% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.68% | -0.08% |
Volatility
FDFIX vs. FNIAX - Volatility Comparison
The current volatility for Fidelity Flex 500 Index Fund (FDFIX) is 4.22%, while Fidelity Advisor New Insights Fund Class A (FNIAX) has a volatility of 5.30%. This indicates that FDFIX experiences smaller price fluctuations and is considered to be less risky than FNIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDFIX | FNIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 5.30% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 10.84% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 19.55% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 19.01% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 19.22% | -0.54% |