FHCCX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class C (FHCCX) and Fidelity 500 Index Fund (FXAIX).
FHCCX is managed by Fidelity. It was launched on Nov 3, 1997. 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
FHCCX vs. FXAIX - Performance Comparison
Loading graphics...
FHCCX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHCCX Fidelity Advisor Health Care Fund Class C | -9.80% | -5.49% | 3.20% | 3.02% | -13.72% | 10.43% | 20.15% | 26.96% | 6.37% | 23.12% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FHCCX achieves a -9.80% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, FHCCX has underperformed FXAIX with an annualized return of 5.57%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FHCCX
- 1D
- -0.72%
- 1M
- -9.58%
- YTD
- -9.80%
- 6M
- -16.82%
- 1Y
- -13.69%
- 3Y*
- -3.33%
- 5Y*
- -3.13%
- 10Y*
- 5.57%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FHCCX vs. FXAIX - Expense Ratio Comparison
FHCCX has a 1.72% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FHCCX vs. FXAIX — Risk / Return Rank
FHCCX
FXAIX
FHCCX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class C (FHCCX) 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.
| FHCCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | 0.84 | -1.40 |
Sortino ratioReturn per unit of downside risk | -0.55 | 1.30 | -1.84 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.20 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.55 | 1.05 | -1.60 |
Martin ratioReturn relative to average drawdown | -1.35 | 5.13 | -6.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FHCCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | 0.84 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.68 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.77 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.75 | -0.30 |
Correlation
The correlation between FHCCX and FXAIX is 0.75, 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
FHCCX vs. FXAIX - Dividend Comparison
FHCCX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCCX Fidelity Advisor Health Care Fund Class C | 0.00% | 0.00% | 17.59% | 0.00% | 0.00% | 8.32% | 6.85% | 0.41% | 6.43% | 0.00% | 0.00% | 7.84% |
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
FHCCX vs. FXAIX - Drawdown Comparison
The maximum FHCCX drawdown since its inception was -45.28%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHCCX and FXAIX.
Loading graphics...
Drawdown Indicators
| FHCCX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.28% | -33.79% | -11.49% |
Max Drawdown (1Y)Largest decline over 1 year | -27.25% | -12.13% | -15.12% |
Max Drawdown (5Y)Largest decline over 5 years | -29.67% | -24.50% | -5.17% |
Max Drawdown (10Y)Largest decline over 10 years | -29.67% | -33.79% | +4.12% |
Current DrawdownCurrent decline from peak | -27.25% | -8.89% | -18.36% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -3.83% | -6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.08% | 2.50% | +8.58% |
Volatility
FHCCX vs. FXAIX - Volatility Comparison
Fidelity Advisor Health Care Fund Class C (FHCCX) has a higher volatility of 5.59% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FHCCX'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.
Loading graphics...
Volatility by Period
| FHCCX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 4.24% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 22.17% | 9.08% | +13.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.40% | 18.13% | +7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.34% | 16.88% | +2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.55% | 18.03% | +1.52% |