FHCIX vs. FBTAX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. FBTAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
FHCIX vs. FBTAX - Performance Comparison
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FHCIX vs. FBTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | -6.03% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 2.24% | 39.54% | 5.37% | 10.70% | -7.95% | -3.10% | 32.17% | 25.74% | -3.86% | 25.80% |
Returns By Period
In the year-to-date period, FHCIX achieves a -6.03% return, which is significantly lower than FBTAX's 2.24% return. Over the past 10 years, FHCIX has underperformed FBTAX with an annualized return of 9.02%, while FBTAX has yielded a comparatively higher 11.86% annualized return.
FHCIX
- 1D
- 3.94%
- 1M
- -5.34%
- YTD
- -6.03%
- 6M
- 3.02%
- 1Y
- 10.19%
- 3Y*
- 5.08%
- 5Y*
- 2.20%
- 10Y*
- 9.02%
FBTAX
- 1D
- 5.08%
- 1M
- -0.75%
- YTD
- 2.24%
- 6M
- 15.54%
- 1Y
- 55.40%
- 3Y*
- 20.44%
- 5Y*
- 8.92%
- 10Y*
- 11.86%
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FHCIX vs. FBTAX - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is lower than FBTAX's 1.00% expense ratio.
Return for Risk
FHCIX vs. FBTAX — Risk / Return Rank
FHCIX
FBTAX
FHCIX vs. FBTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Biotechnology Fund Class A (FBTAX). 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.
| FHCIX | FBTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.94 | -1.47 |
Sortino ratioReturn per unit of downside risk | 0.78 | 2.53 | -1.75 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.33 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 3.16 | -2.55 |
Martin ratioReturn relative to average drawdown | 1.90 | 12.63 | -10.73 |
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
| FHCIX | FBTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.94 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.38 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.48 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.31 | +0.27 |
Correlation
The correlation between FHCIX and FBTAX 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
FHCIX vs. FBTAX - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 12.30%, more than FBTAX's 1.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 12.30% | 11.56% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% |
FBTAX Fidelity Advisor Biotechnology Fund Class A | 1.42% | 1.45% | 6.00% | 1.15% | 0.00% | 20.12% | 8.37% | 6.77% | 2.50% | 0.00% | 0.00% | 5.36% |
Drawdowns
FHCIX vs. FBTAX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.75%, smaller than the maximum FBTAX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for FHCIX and FBTAX.
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Drawdown Indicators
| FHCIX | FBTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.75% | -63.55% | +18.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -13.60% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -36.51% | +7.27% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -38.82% | +9.58% |
Current DrawdownCurrent decline from peak | -9.96% | -2.54% | -7.42% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -21.34% | +12.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 3.71% | +0.57% |
Volatility
FHCIX vs. FBTAX - Volatility Comparison
The current volatility for Fidelity Advisor Health Care Fund Class I (FHCIX) is 7.07%, while Fidelity Advisor Biotechnology Fund Class A (FBTAX) has a volatility of 9.36%. This indicates that FHCIX experiences smaller price fluctuations and is considered to be less risky than FBTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHCIX | FBTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 9.36% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 17.00% | -5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 26.00% | -7.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 23.32% | -5.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 24.59% | -5.80% |