FGEAX vs. FSKAX
Compare and contrast key facts about Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) and Fidelity Total Market Index Fund (FSKAX).
FGEAX is managed by Fidelity. It was launched on Dec 17, 1998. FSKAX is managed by Fidelity.
Performance
FGEAX vs. FSKAX - Performance Comparison
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FGEAX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGEAX Fidelity Advisor Global Capital Appreciation Fund Class A | -9.12% | 17.85% | 38.32% | 28.50% | -24.70% | 18.91% | 24.36% | 22.81% | -18.25% | 30.07% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FGEAX achieves a -9.12% return, which is significantly lower than FSKAX's -6.77% return. Over the past 10 years, FGEAX has underperformed FSKAX with an annualized return of 11.30%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
FGEAX
- 1D
- -0.86%
- 1M
- -10.00%
- YTD
- -9.12%
- 6M
- -6.48%
- 1Y
- 12.17%
- 3Y*
- 20.65%
- 5Y*
- 10.98%
- 10Y*
- 11.30%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FGEAX vs. FSKAX - Expense Ratio Comparison
FGEAX has a 1.15% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FGEAX vs. FSKAX — Risk / Return Rank
FGEAX
FSKAX
FGEAX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FGEAX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.83 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.29 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.04 | -0.30 |
Martin ratioReturn relative to average drawdown | 2.82 | 5.05 | -2.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGEAX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.83 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.59 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.72 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.78 | -0.41 |
Correlation
The correlation between FGEAX and FSKAX is 0.91, 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.
Dividends
FGEAX vs. FSKAX - Dividend Comparison
FGEAX's dividend yield for the trailing twelve months is around 10.64%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGEAX Fidelity Advisor Global Capital Appreciation Fund Class A | 10.64% | 9.67% | 14.80% | 6.42% | 0.00% | 8.01% | 0.00% | 0.40% | 10.62% | 13.66% | 1.03% | 0.57% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FGEAX vs. FSKAX - Drawdown Comparison
The maximum FGEAX drawdown since its inception was -61.78%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FGEAX and FSKAX.
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Drawdown Indicators
| FGEAX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.78% | -35.01% | -26.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.03% | -12.42% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -32.93% | -25.39% | -7.54% |
Max Drawdown (10Y)Largest decline over 10 years | -33.04% | -35.01% | +1.97% |
Current DrawdownCurrent decline from peak | -13.03% | -8.92% | -4.11% |
Average DrawdownAverage peak-to-trough decline | -13.35% | -4.05% | -9.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.57% | +0.86% |
Volatility
FGEAX vs. FSKAX - Volatility Comparison
Fidelity Advisor Global Capital Appreciation Fund Class A (FGEAX) has a higher volatility of 7.03% compared to Fidelity Total Market Index Fund (FSKAX) at 4.42%. This indicates that FGEAX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGEAX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 4.42% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 9.40% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.01% | 18.50% | +1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 17.38% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 18.42% | +0.01% |