FIDLX vs. SHXPX
FIDLX (Fidelity Advisor Large Cap Fund Class Z) and SHXPX (American Beacon Shapiro Equity Opportunities Fund) are both Large Cap Value Equities funds. FIDLX charges 0.42%/yr vs 1.21%/yr for SHXPX.
Performance
FIDLX vs. SHXPX - Performance Comparison
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Returns By Period
FIDLX
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SHXPX
- 1D
- 0.13%
- 1M
- 0.19%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FIDLX vs. SHXPX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
FIDLX Fidelity Advisor Large Cap Fund Class Z | 0.00% |
SHXPX American Beacon Shapiro Equity Opportunities Fund | 0.65% |
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Return for Risk
FIDLX vs. SHXPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class Z (FIDLX) and American Beacon Shapiro Equity Opportunities Fund (SHXPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
FIDLX vs. SHXPX - Drawdown Comparison
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Drawdown Indicators
| FIDLX | SHXPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -0.13% | — |
Current DrawdownCurrent decline from peak | — | 0.00% | — |
Average DrawdownAverage peak-to-trough decline | — | -0.01% | — |
Volatility
FIDLX vs. SHXPX - Volatility Comparison
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Volatility by Period
| FIDLX | SHXPX | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | — | 1.33% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 1.33% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 1.33% | — |
FIDLX vs. SHXPX - Expense Ratio Comparison
FIDLX has a 0.42% expense ratio, which is lower than SHXPX's 1.21% expense ratio.
Dividends
FIDLX vs. SHXPX - Dividend Comparison
FIDLX has not paid dividends to shareholders, while SHXPX's dividend yield for the trailing twelve months is around 108.18%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FIDLX Fidelity Advisor Large Cap Fund Class Z | 5.87% | 5.87% | 6.23% | 3.56% | 2.42% | 6.64% | 5.53% | 8.55% | 17.01% | 6.13% |
SHXPX American Beacon Shapiro Equity Opportunities Fund | 108.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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