FGDMX vs. FATIX
Compare and contrast key facts about Fidelity Advisor Communication Services Class A (FGDMX) and Fidelity Advisor Technology Fund Class I (FATIX).
FGDMX is managed by Fidelity. It was launched on Nov 30, 2018. FATIX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGDMX or FATIX.
Key characteristics
| FGDMX | FATIX | |
|---|---|---|
| YTD Return | 16.79% | 21.79% |
| 1Y Return | 28.15% | 35.13% |
| 3Y Return (Ann) | 1.47% | 10.68% |
| 5Y Return (Ann) | 13.10% | 24.51% |
| Sharpe Ratio | 1.45 | 1.43 |
| Daily Std Dev | 19.10% | 23.09% |
| Max Drawdown | -47.60% | -82.31% |
| Current Drawdown | -5.46% | -7.89% |
Correlation
The correlation between FGDMX and FATIX is 0.82, 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
FGDMX vs. FATIX - Performance Comparison
In the year-to-date period, FGDMX achieves a 16.79% return, which is significantly lower than FATIX's 21.79% 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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FGDMX vs. FATIX - Expense Ratio Comparison
FGDMX has a 1.03% expense ratio, which is higher than FATIX's 0.71% expense ratio.
Risk-Adjusted Performance
FGDMX vs. FATIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Communication Services Class A (FGDMX) and Fidelity Advisor Technology Fund Class I (FATIX). 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
FGDMX vs. FATIX - Dividend Comparison
FGDMX's dividend yield for the trailing twelve months is around 2.62%, less than FATIX's 3.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGDMX Fidelity Advisor Communication Services Class A | 2.62% | 0.00% | 0.00% | 5.73% | 3.76% | 35.47% | 8.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FATIX Fidelity Advisor Technology Fund Class I | 3.07% | 3.74% | 3.32% | 11.43% | 7.31% | 2.50% | 22.35% | 7.93% | 1.52% | 4.46% | 8.68% | 1.26% |
Drawdowns
FGDMX vs. FATIX - Drawdown Comparison
The maximum FGDMX drawdown since its inception was -47.60%, smaller than the maximum FATIX drawdown of -82.31%. Use the drawdown chart below to compare losses from any high point for FGDMX and FATIX. For additional features, visit the drawdowns tool.
Volatility
FGDMX vs. FATIX - Volatility Comparison
The current volatility for Fidelity Advisor Communication Services Class A (FGDMX) is 4.92%, while Fidelity Advisor Technology Fund Class I (FATIX) has a volatility of 8.96%. This indicates that FGDMX experiences smaller price fluctuations and is considered to be less risky than FATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.