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 a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FHCIX vs. FXAIX - Performance Comparison
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FHCIX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | -9.59% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
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, FHCIX achieves a -9.59% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, FHCIX has underperformed FXAIX with an annualized return of 8.60%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FHCIX
- 1D
- -0.71%
- 1M
- -9.50%
- YTD
- -9.59%
- 6M
- 0.23%
- 1Y
- 4.53%
- 3Y*
- 3.73%
- 5Y*
- 1.47%
- 10Y*
- 8.60%
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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FHCIX vs. FXAIX - Expense Ratio Comparison
FHCIX has a 0.71% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FHCIX vs. FXAIX — Risk / Return Rank
FHCIX
FXAIX
FHCIX vs. FXAIX - 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 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.
| FHCIX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 0.84 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.44 | 1.30 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.20 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.05 | -0.83 |
Martin ratioReturn relative to average drawdown | 0.69 | 5.13 | -4.44 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.84 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.68 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.77 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.75 | -0.18 |
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.
Dividends
FHCIX vs. FXAIX - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 12.78%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 12.78% | 11.56% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% |
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
FHCIX vs. FXAIX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.75%, 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.
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Drawdown Indicators
| FHCIX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.75% | -33.79% | -10.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -12.13% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -24.50% | -4.74% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -33.79% | +4.55% |
Current DrawdownCurrent decline from peak | -13.37% | -8.89% | -4.48% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -3.83% | -5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 2.50% | +1.89% |
Volatility
FHCIX vs. FXAIX - Volatility Comparison
Fidelity Advisor Health Care Fund Class I (FHCIX) has a higher volatility of 5.59% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. 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.
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Volatility by Period
| FHCIX | 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 | 10.99% | 9.08% | +1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 18.13% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.69% | 16.88% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 18.03% | +0.72% |