FELCX vs. FNILX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity ZERO Large Cap Index Fund (FNILX).
FELCX is managed by Fidelity. It was launched on Dec 27, 2000. FNILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELCX or FNILX.
Key characteristics
| FELCX | FNILX | |
|---|---|---|
| YTD Return | 48.66% | 26.94% |
| 1Y Return | 66.21% | 38.80% |
| 3Y Return (Ann) | 15.14% | 9.61% |
| 5Y Return (Ann) | 26.69% | 16.02% |
| Sharpe Ratio | 1.87 | 3.11 |
| Sortino Ratio | 2.39 | 4.12 |
| Omega Ratio | 1.31 | 1.58 |
| Calmar Ratio | 2.74 | 4.52 |
| Martin Ratio | 7.76 | 20.59 |
| Ulcer Index | 8.56% | 1.89% |
| Daily Std Dev | 35.58% | 12.54% |
| Max Drawdown | -72.55% | -33.75% |
| Current Drawdown | -4.36% | 0.00% |
Correlation
The correlation between FELCX and FNILX is 0.80, 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
FELCX vs. FNILX - Performance Comparison
In the year-to-date period, FELCX achieves a 48.66% return, which is significantly higher than FNILX's 26.94% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FELCX vs. FNILX - Expense Ratio Comparison
FELCX has a 1.76% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Risk-Adjusted Performance
FELCX vs. FNILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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
FELCX vs. FNILX - Dividend Comparison
FELCX has not paid dividends to shareholders, while FNILX's dividend yield for the trailing twelve months is around 1.06%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
FELCX Fidelity Advisor Semiconductors Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 11.27% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.06% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.41% | 0.00% | 0.00% | 0.00% |
Drawdowns
FELCX vs. FNILX - Drawdown Comparison
The maximum FELCX drawdown since its inception was -72.55%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for FELCX and FNILX. For additional features, visit the drawdowns tool.
Volatility
FELCX vs. FNILX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class C (FELCX) has a higher volatility of 9.35% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 3.98%. This indicates that FELCX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.