FIDFX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX) and Fidelity 500 Index Fund (FXAIX).
FIDFX is managed by Fidelity. It was launched on Feb 1, 2017. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDFX or FXAIX.
Correlation
The correlation between FIDFX and FXAIX is 0.81, 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
FIDFX vs. FXAIX - Performance Comparison
Key characteristics
FIDFX:
0.31
FXAIX:
1.87
FIDFX:
0.51
FXAIX:
2.52
FIDFX:
1.07
FXAIX:
1.34
FIDFX:
0.30
FXAIX:
2.82
FIDFX:
0.81
FXAIX:
11.69
FIDFX:
6.25%
FXAIX:
2.04%
FIDFX:
16.56%
FXAIX:
12.77%
FIDFX:
-51.44%
FXAIX:
-33.79%
FIDFX:
-12.75%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FIDFX achieves a 3.49% return, which is significantly lower than FXAIX's 4.63% return.
FIDFX
3.49%
0.16%
-2.71%
6.23%
8.07%
N/A
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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FIDFX vs. FXAIX - Expense Ratio Comparison
FIDFX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FIDFX vs. FXAIX — Risk-Adjusted Performance Rank
FIDFX
FXAIX
FIDFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX) 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
FIDFX vs. FXAIX - Dividend Comparison
FIDFX's dividend yield for the trailing twelve months is around 0.99%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDFX Fidelity Advisor Mid Cap Value Fund Class Z | 0.99% | 1.03% | 0.91% | 1.59% | 1.43% | 2.11% | 2.03% | 2.69% | 2.05% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FIDFX vs. FXAIX - Drawdown Comparison
The maximum FIDFX drawdown since its inception was -51.44%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIDFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FIDFX vs. FXAIX - Volatility Comparison
Fidelity Advisor Mid Cap Value Fund Class Z (FIDFX) has a higher volatility of 3.64% compared to Fidelity 500 Index Fund (FXAIX) at 3.06%. This indicates that FIDFX'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.