FIFPX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Founders Fund Class M (FIFPX) and Fidelity 500 Index Fund (FXAIX).
FIFPX is managed by Fidelity. It was launched on Feb 14, 2019. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FIFPX vs. FXAIX - Performance Comparison
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FIFPX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIFPX Fidelity Advisor Founders Fund Class M | -10.24% | 15.71% | 35.82% | 33.28% | -27.08% | 18.45% | 46.49% | 13.46% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 17.68% |
Returns By Period
In the year-to-date period, FIFPX achieves a -10.24% return, which is significantly lower than FXAIX's -7.05% return.
FIFPX
- 1D
- -0.34%
- 1M
- -10.10%
- YTD
- -10.24%
- 6M
- -11.03%
- 1Y
- 12.25%
- 3Y*
- 19.38%
- 5Y*
- 9.46%
- 10Y*
- —
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FIFPX vs. FXAIX - Expense Ratio Comparison
FIFPX has a 1.39% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FIFPX vs. FXAIX — Risk / Return Rank
FIFPX
FXAIX
FIFPX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Founders Fund Class M (FIFPX) 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.
| FIFPX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.84 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.30 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 1.05 | -0.35 |
Martin ratioReturn relative to average drawdown | 2.74 | 5.13 | -2.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIFPX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.84 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.68 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.75 | -0.09 |
Correlation
The correlation between FIFPX 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.
Dividends
FIFPX vs. FXAIX - Dividend Comparison
FIFPX's dividend yield for the trailing twelve months is around 2.75%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFPX Fidelity Advisor Founders Fund Class M | 2.75% | 2.47% | 6.45% | 0.00% | 2.21% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FIFPX vs. FXAIX - Drawdown Comparison
The maximum FIFPX drawdown since its inception was -32.82%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIFPX and FXAIX.
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Drawdown Indicators
| FIFPX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.82% | -33.79% | +0.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.06% | -12.13% | -0.93% |
Max Drawdown (5Y)Largest decline over 5 years | -32.82% | -24.50% | -8.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -12.38% | -8.89% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -3.83% | -4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.50% | +0.86% |
Volatility
FIFPX vs. FXAIX - Volatility Comparison
Fidelity Advisor Founders Fund Class M (FIFPX) has a higher volatility of 5.45% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FIFPX'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.
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Volatility by Period
| FIFPX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 4.24% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 9.08% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.79% | 18.13% | +2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.15% | 16.88% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.70% | 18.03% | +4.67% |