FFIDX vs. FXAIX

In the year-to-date period, FFIDX achieves a -0.11% return, which is significantly lower than FXAIX's 1.34% return. Both investments have delivered pretty close results over the past 10 years, with FFIDX having a 12.89% annualized return and FXAIX not far behind at 12.68%.

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FFIDX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund (FFIDX) 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.

The current FFIDX Sharpe Ratio is 0.42, which is lower than the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of FFIDX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFIDX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.55%.

The maximum FFIDX drawdown since its inception was -55.29%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FFIDX and FXAIX.

Fidelity Fund (FFIDX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.96% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.