FHCIX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity 500 Index Fund (FXAIX).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHCIX or FXAIX.
Correlation
The correlation between FHCIX 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.
Performance
FHCIX vs. FXAIX - Performance Comparison
Key characteristics
FHCIX:
-0.36
FXAIX:
1.88
FHCIX:
-0.35
FXAIX:
2.51
FHCIX:
0.95
FXAIX:
1.35
FHCIX:
-0.27
FXAIX:
2.83
FHCIX:
-1.15
FXAIX:
11.87
FHCIX:
5.09%
FXAIX:
2.02%
FHCIX:
16.23%
FXAIX:
12.77%
FHCIX:
-44.69%
FXAIX:
-33.79%
FHCIX:
-20.98%
FXAIX:
-3.94%
Returns By Period
In the year-to-date period, FHCIX achieves a 1.23% return, which is significantly higher than FXAIX's -0.62% return. Over the past 10 years, FHCIX has underperformed FXAIX with an annualized return of 4.84%, while FXAIX has yielded a comparatively higher 13.08% annualized return.
FHCIX
1.23%
-10.80%
-12.80%
-5.25%
0.50%
4.84%
FXAIX
-0.62%
-3.35%
3.79%
23.82%
13.82%
13.08%
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FHCIX vs. FXAIX - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FHCIX vs. FXAIX — Risk-Adjusted Performance Rank
FHCIX
FXAIX
FHCIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) 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.
Dividends
FHCIX vs. FXAIX - Dividend Comparison
FHCIX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 6.29% | 7.50% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FHCIX vs. FXAIX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.69%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHCIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FHCIX vs. FXAIX - Volatility Comparison
Fidelity Advisor Health Care Fund Class I (FHCIX) has a higher volatility of 10.51% compared to Fidelity 500 Index Fund (FXAIX) at 4.57%. This indicates that FHCIX'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.