FGDMX vs. FXAIX

In the year-to-date period, FGDMX achieves a 4.53% return, which is significantly higher than FXAIX's 1.34% return.

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FGDMX has a 1.03% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Communication Services Class A (FGDMX) 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 FGDMX Sharpe Ratio is 0.92, which is comparable to the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of FGDMX 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.

FGDMX's dividend yield for the trailing twelve months is around 3.41%, more than FXAIX's 1.55% yield.

The maximum FGDMX drawdown since its inception was -47.60%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FGDMX and FXAIX.

Fidelity Advisor Communication Services Class A (FGDMX) has a higher volatility of 5.41% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that FGDMX'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.