FHSNX vs. FXAIX
Compare and contrast key facts about Fidelity Health Savings Index Fund (FHSNX) and Fidelity 500 Index Fund (FXAIX).
FHSNX is managed by Fidelity. It was launched on Mar 2, 2020. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHSNX or FXAIX.
Correlation
The correlation between FHSNX and FXAIX is 0.76, 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
FHSNX vs. FXAIX - Performance Comparison
Key characteristics
FHSNX:
1.91
FXAIX:
1.87
FHSNX:
2.78
FXAIX:
2.52
FHSNX:
1.36
FXAIX:
1.34
FHSNX:
1.24
FXAIX:
2.83
FHSNX:
9.56
FXAIX:
11.72
FHSNX:
1.08%
FXAIX:
2.04%
FHSNX:
5.38%
FXAIX:
12.76%
FHSNX:
-19.74%
FXAIX:
-33.79%
FHSNX:
-0.10%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, FHSNX achieves a 2.85% return, which is significantly lower than FXAIX's 4.19% return.
FHSNX
2.85%
1.44%
3.36%
10.42%
N/A
N/A
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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FHSNX vs. FXAIX - Expense Ratio Comparison
FHSNX has a 0.20% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FHSNX vs. FXAIX — Risk-Adjusted Performance Rank
FHSNX
FXAIX
FHSNX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Health Savings Index Fund (FHSNX) 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
FHSNX vs. FXAIX - Dividend Comparison
FHSNX's dividend yield for the trailing twelve months is around 3.00%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHSNX Fidelity Health Savings Index Fund | 3.00% | 3.06% | 3.01% | 3.71% | 2.30% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FHSNX vs. FXAIX - Drawdown Comparison
The maximum FHSNX drawdown since its inception was -19.74%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHSNX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FHSNX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Health Savings Index Fund (FHSNX) is 1.17%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.00%. This indicates that FHSNX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.