FDTIX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class I (FDTIX) and Fidelity 500 Index Fund (FXAIX).
FDTIX is managed by Fidelity. It was launched on Jul 12, 2005. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDTIX or FXAIX.
Correlation
The correlation between FDTIX and FXAIX is 0.96, 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
FDTIX vs. FXAIX - Performance Comparison
Key characteristics
FDTIX:
0.59
FXAIX:
1.97
FDTIX:
0.83
FXAIX:
2.64
FDTIX:
1.13
FXAIX:
1.36
FDTIX:
0.72
FXAIX:
2.98
FDTIX:
2.07
FXAIX:
12.34
FDTIX:
5.31%
FXAIX:
2.04%
FDTIX:
18.48%
FXAIX:
12.79%
FDTIX:
-62.93%
FXAIX:
-33.79%
FDTIX:
-10.57%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FDTIX achieves a 4.55% return, which is significantly higher than FXAIX's 4.11% return. Over the past 10 years, FDTIX has underperformed FXAIX with an annualized return of 5.88%, while FXAIX has yielded a comparatively higher 13.13% annualized return.
FDTIX
4.55%
2.05%
-0.12%
8.98%
6.78%
5.88%
FXAIX
4.11%
2.86%
10.80%
23.21%
14.39%
13.13%
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FDTIX vs. FXAIX - Expense Ratio Comparison
FDTIX has a 0.59% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FDTIX vs. FXAIX — Risk-Adjusted Performance Rank
FDTIX
FXAIX
FDTIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class I (FDTIX) 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.
Dividends
FDTIX vs. FXAIX - Dividend Comparison
FDTIX's dividend yield for the trailing twelve months is around 0.41%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTIX Fidelity Advisor Diversified Stock Fund Class I | 0.41% | 0.43% | 0.42% | 0.67% | 0.42% | 0.36% | 0.64% | 0.61% | 1.17% | 1.42% | 1.55% | 9.59% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FDTIX vs. FXAIX - Drawdown Comparison
The maximum FDTIX drawdown since its inception was -62.93%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDTIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FDTIX vs. FXAIX - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class I (FDTIX) has a higher volatility of 4.80% compared to Fidelity 500 Index Fund (FXAIX) at 3.21%. This indicates that FDTIX'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.