FHZTX vs. YFSIX

Last updated Jun 5, 2026

FHZTX (Fidelity Advisor Large Cap Stock Fund Class I) and YFSIX (AMG Yacktman Global Fund) are both Large Cap Blend Equities funds. At a 0.46 correlation, their price movements are largely independent. FHZTX charges 0.77%/yr vs 0.95%/yr for YFSIX.

Performance

FHZTX vs. YFSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Large Cap Stock Fund Class I (FHZTX) and AMG Yacktman Global Fund (YFSIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FHZTX

• 1D: -0.88%
• 1M: 1.51%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

YFSIX

• 1D: 0.24%
• 1M: 4.17%
• YTD: 28.24%
• 6M: 15.41%
• 1Y: 31.58%
• 3Y*: 17.49%
• 5Y*: 8.85%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FHZTX vs. YFSIX - Yearly Performance Comparison

	2026 (YTD)
FHZTX Fidelity Advisor Large Cap Stock Fund Class I	8.85%
YFSIX AMG Yacktman Global Fund	15.09%

Correlation

The correlation between FHZTX and YFSIX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 17, 2026	0.46

Return for Risk

FHZTX vs. YFSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

YFSIX

YFSIX Risk / Return Rank: 34
YFSIX Sharpe Ratio Rank: 31
YFSIX Sortino Ratio Rank: 18
YFSIX Omega Ratio Rank: 49
YFSIX Calmar Ratio Rank: 40
YFSIX Martin Ratio Rank: 34

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FHZTX vs. YFSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Stock Fund Class I (FHZTX) and AMG Yacktman Global Fund (YFSIX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	FHZTX	YFSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.58	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.58	—
Sharpe Ratio (All Time) Calculated using the full available price history	3.28	0.82	+2.46

Drawdowns

FHZTX vs. YFSIX - Drawdown Comparison

The maximum FHZTX drawdown since its inception was -5.31%, smaller than the maximum YFSIX drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for FHZTX and YFSIX.

Drawdown Indicators

	FHZTX	YFSIX	Difference
Max Drawdown Largest peak-to-trough decline	-5.31%	-35.10%	+29.79%
Max Drawdown (1Y) Largest decline over 1 year	—	-14.20%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.20%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.14%	—
Current Drawdown Current decline from peak	-1.12%	-0.00%	-1.12%
Average Drawdown Average peak-to-trough decline	-0.83%	-4.90%	+4.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.47%	—

Volatility

Volatility by Period

	FHZTX	YFSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.70%	—
Volatility (6M) Calculated over the trailing 6-month period	—	20.75%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.62%	21.33%	-6.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.62%	15.39%	-0.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.62%	16.25%	-1.63%

FHZTX vs. YFSIX - Expense Ratio Comparison

FHZTX has a 0.77% expense ratio, which is lower than YFSIX's 0.95% expense ratio.

Dividends

FHZTX vs. YFSIX - Dividend Comparison

Neither FHZTX nor YFSIX has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
FHZTX Fidelity Advisor Large Cap Stock Fund Class I	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
YFSIX AMG Yacktman Global Fund	0.00%	0.00%	8.68%	8.02%	4.32%	8.18%	4.76%	6.59%	0.71%	2.63%

Frequently Asked Questions

Can I hold both FHZTX and YFSIX in my portfolio?

FHZTX and YFSIX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.