FGIZX vs. OAKMX
Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and Oakmark Fund Investor Class (OAKMX).
FGIZX is managed by Fidelity. It was launched on Feb 1, 2017. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGIZX or OAKMX.
Correlation
The correlation between FGIZX and OAKMX is 0.92, 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
FGIZX vs. OAKMX - Performance Comparison
Key characteristics
FGIZX:
1.50
OAKMX:
1.51
FGIZX:
2.03
OAKMX:
2.18
FGIZX:
1.29
OAKMX:
1.27
FGIZX:
2.11
OAKMX:
2.68
FGIZX:
6.57
OAKMX:
6.46
FGIZX:
2.76%
OAKMX:
2.95%
FGIZX:
12.08%
OAKMX:
12.62%
FGIZX:
-39.59%
OAKMX:
-61.02%
FGIZX:
-3.70%
OAKMX:
-0.99%
Returns By Period
The year-to-date returns for both stocks are quite close, with FGIZX having a 5.32% return and OAKMX slightly lower at 5.26%.
FGIZX
5.32%
0.75%
4.86%
18.28%
11.77%
N/A
OAKMX
5.26%
0.54%
10.14%
19.23%
15.71%
9.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGIZX vs. OAKMX - Expense Ratio Comparison
FGIZX has a 0.53% expense ratio, which is lower than OAKMX's 0.91% expense ratio.
Risk-Adjusted Performance
FGIZX vs. OAKMX — Risk-Adjusted Performance Rank
FGIZX
OAKMX
FGIZX vs. OAKMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGIZX) and Oakmark Fund Investor Class (OAKMX). 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
FGIZX vs. OAKMX - Dividend Comparison
FGIZX's dividend yield for the trailing twelve months is around 1.43%, more than OAKMX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGIZX Fidelity Advisor Growth & Income Fund Class Z | 1.43% | 1.50% | 1.62% | 1.63% | 1.97% | 2.06% | 2.10% | 2.38% | 1.68% | 0.00% | 0.00% | 0.00% |
OAKMX Oakmark Fund Investor Class | 1.06% | 1.12% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% |
Drawdowns
FGIZX vs. OAKMX - Drawdown Comparison
The maximum FGIZX drawdown since its inception was -39.59%, smaller than the maximum OAKMX drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for FGIZX and OAKMX. For additional features, visit the drawdowns tool.
Volatility
FGIZX vs. OAKMX - Volatility Comparison
Fidelity Advisor Growth & Income Fund Class Z (FGIZX) has a higher volatility of 2.81% compared to Oakmark Fund Investor Class (OAKMX) at 2.53%. This indicates that FGIZX's price experiences larger fluctuations and is considered to be riskier than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.