FIDLX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class Z (FIDLX) and Fidelity 500 Index Fund (FXAIX).
FIDLX 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: FIDLX or FXAIX.
Correlation
The correlation between FIDLX and FXAIX is 0.90, 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
FIDLX vs. FXAIX - Performance Comparison
Key characteristics
FIDLX:
1.98
FXAIX:
2.20
FIDLX:
2.54
FXAIX:
2.91
FIDLX:
1.38
FXAIX:
1.40
FIDLX:
3.04
FXAIX:
3.35
FIDLX:
10.71
FXAIX:
13.96
FIDLX:
2.48%
FXAIX:
2.03%
FIDLX:
13.39%
FXAIX:
12.88%
FIDLX:
-40.12%
FXAIX:
-33.79%
FIDLX:
-5.24%
FXAIX:
-1.40%
Returns By Period
In the year-to-date period, FIDLX achieves a 3.83% return, which is significantly higher than FXAIX's 2.01% return.
FIDLX
3.83%
-0.48%
6.00%
25.62%
11.23%
N/A
FXAIX
2.01%
2.22%
9.66%
27.15%
14.30%
13.53%
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FIDLX vs. FXAIX - Expense Ratio Comparison
FIDLX has a 0.42% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FIDLX vs. FXAIX — Risk-Adjusted Performance Rank
FIDLX
FXAIX
FIDLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class Z (FIDLX) 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
FIDLX vs. FXAIX - Dividend Comparison
FIDLX's dividend yield for the trailing twelve months is around 0.80%, less than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDLX Fidelity Advisor Large Cap Fund Class Z | 0.80% | 0.84% | 1.02% | 1.39% | 1.89% | 2.03% | 66.81% | 2.22% | 1.49% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
Drawdowns
FIDLX vs. FXAIX - Drawdown Comparison
The maximum FIDLX drawdown since its inception was -40.12%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIDLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FIDLX vs. FXAIX - Volatility Comparison
Fidelity Advisor Large Cap Fund Class Z (FIDLX) has a higher volatility of 7.01% compared to Fidelity 500 Index Fund (FXAIX) at 5.07%. This indicates that FIDLX'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.