FIFNX vs. FIFOX
FIFNX (Fidelity Founders Fund) and FIFOX (Fidelity Advisor Founders Fund Class A) are both Large Cap Growth Equities funds from Fidelity. Over the past 5 years, FIFNX returned 11.77%/yr vs 11.48%/yr for FIFOX. Their 1.00 correlation means they have historically moved very closely together. FIFNX charges 0.90%/yr vs 1.15%/yr for FIFOX.
Performance
FIFNX vs. FIFOX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with FIFNX having a 6.28% return and FIFOX slightly lower at 6.09%.
FIFNX
- 1D
- 1.78%
- 1M
- -0.65%
- 6M
- 5.68%
- YTD
- 6.28%
- 1Y
- 13.06%
- 3Y*
- 20.83%
- 5Y*
- 11.77%
- 10Y*
- —
- ALL TIME*
- 17.45%
FIFOX
- 1D
- 1.77%
- 1M
- -0.70%
- 6M
- 5.49%
- YTD
- 6.09%
- 1Y
- 12.69%
- 3Y*
- 20.50%
- 5Y*
- 11.48%
- 10Y*
- —
- ALL TIME*
- 17.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FIFNX vs. FIFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIFNX Fidelity Founders Fund | 6.28% | 16.34% | 36.44% | 33.95% | -26.69% | 19.00% | 47.20% | 13.95% |
FIFOX Fidelity Advisor Founders Fund Class A | 6.09% | 15.98% | 36.15% | 33.53% | -26.85% | 18.67% | 46.72% | 13.79% |
Correlation
The correlation between FIFNX and FIFOX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2019 | 1.00 |
The correlation between FIFNX and FIFOX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
FIFNX vs. FIFOX — Risk / Return Rank
FIFNX
FIFOX
FIFNX vs. FIFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Founders Fund (FIFNX) and Fidelity Advisor Founders Fund Class A (FIFOX). 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.
| FIFNX | FIFOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.13 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.92 | +0.03 |
| Martin ratioReturn relative to average drawdown | 3.63 | 3.49 | +0.14 |
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Drawdowns
FIFNX vs. FIFOX - Drawdown Comparison
The maximum FIFNX drawdown since its inception was -32.52%, roughly equal to the maximum FIFOX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for FIFNX and FIFOX.
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Drawdown Indicators
| FIFNX | FIFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -32.69% | +0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -12.36% | +0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -23.26% | -23.30% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -32.52% | -32.69% | +0.17% |
Current DrawdownCurrent decline from peak | -3.36% | -3.44% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -7.88% | -7.96% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.27% | -0.03% |
Volatility
FIFNX vs. FIFOX - Volatility Comparison
Fidelity Founders Fund (FIFNX) and Fidelity Advisor Founders Fund Class A (FIFOX) have volatilities of 4.21% and 4.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIFNX | FIFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 4.21% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 12.93% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 15.95% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.31% | 21.31% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.49% | 22.48% | +0.01% |
FIFNX vs. FIFOX - Expense Ratio Comparison
FIFNX has a 0.90% expense ratio, which is lower than FIFOX's 1.15% expense ratio.
Dividends
FIFNX vs. FIFOX - Dividend Comparison
FIFNX's dividend yield for the trailing twelve months is around 2.43%, less than FIFOX's 2.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
FIFNX Fidelity Founders Fund | 2.43% | 2.40% | 6.31% | 0.11% | 2.54% | 6.17% | 0.00% | 0.09% |
FIFOX Fidelity Advisor Founders Fund Class A | 2.47% | 2.44% | 6.38% | 0.00% | 2.42% | 5.91% | 0.00% | 0.03% |
Frequently Asked Questions
With a correlation of 1.00, FIFNX and FIFOX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FIFOX has higher volatility (4.21%) compared to FIFNX (4.21%). In terms of maximum drawdown, FIFNX dropped -32.52% vs FIFOX's -32.69%.
FIFNX currently has the higher Sharpe Ratio (0.74 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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