FGKMX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Communication Services Class Z (FGKMX) and Fidelity 500 Index Fund (FXAIX).
FGKMX is managed by Fidelity. It was launched on Nov 30, 2018. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FGKMX vs. FXAIX - Performance Comparison
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FGKMX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FGKMX Fidelity Advisor Communication Services Class Z | -11.67% | 36.91% | 33.04% | 57.12% | -38.20% | 16.12% | 35.66% | 33.34% | -7.39% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -9.05% |
Returns By Period
In the year-to-date period, FGKMX achieves a -11.67% return, which is significantly lower than FXAIX's -7.05% return.
FGKMX
- 1D
- -0.17%
- 1M
- -11.47%
- YTD
- -11.67%
- 6M
- -9.14%
- 1Y
- 27.34%
- 3Y*
- 27.76%
- 5Y*
- 10.63%
- 10Y*
- —
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FGKMX vs. FXAIX - Expense Ratio Comparison
FGKMX has a 0.62% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FGKMX vs. FXAIX — Risk / Return Rank
FGKMX
FXAIX
FGKMX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Communication Services Class Z (FGKMX) 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.
| FGKMX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.84 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.30 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.05 | +0.32 |
Martin ratioReturn relative to average drawdown | 5.29 | 5.13 | +0.17 |
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
| FGKMX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.84 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.68 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.75 | -0.07 |
Correlation
The correlation between FGKMX and FXAIX is 0.83, 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
FGKMX vs. FXAIX - Dividend Comparison
FGKMX's dividend yield for the trailing twelve months is around 8.96%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGKMX Fidelity Advisor Communication Services Class Z | 8.96% | 7.92% | 4.85% | 0.00% | 0.00% | 5.92% | 3.73% | 35.55% | 8.88% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FGKMX vs. FXAIX - Drawdown Comparison
The maximum FGKMX drawdown since its inception was -47.32%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FGKMX and FXAIX.
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Drawdown Indicators
| FGKMX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.32% | -33.79% | -13.53% |
Max Drawdown (1Y)Largest decline over 1 year | -16.89% | -12.13% | -4.76% |
Max Drawdown (5Y)Largest decline over 5 years | -47.32% | -24.50% | -22.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -16.89% | -8.89% | -8.00% |
Average DrawdownAverage peak-to-trough decline | -10.90% | -3.83% | -7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 2.50% | +1.90% |
Volatility
FGKMX vs. FXAIX - Volatility Comparison
Fidelity Advisor Communication Services Class Z (FGKMX) has a higher volatility of 7.08% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FGKMX'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.
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Volatility by Period
| FGKMX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 4.24% | +2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 13.79% | 9.08% | +4.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.04% | 18.13% | +4.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.13% | 16.88% | +6.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.00% | 18.03% | +5.97% |