Correlation
The correlation between FIIMX 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.
FIIMX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class I (FIIMX) and Fidelity 500 Index Fund (FXAIX).
FIIMX is managed by Fidelity. It was launched on Aug 12, 2004. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIIMX or FXAIX.
Performance
FIIMX vs. FXAIX - Performance Comparison
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Key characteristics
FIIMX:
0.12
FXAIX:
0.75
FIIMX:
0.32
FXAIX:
1.07
FIIMX:
1.04
FXAIX:
1.15
FIIMX:
0.10
FXAIX:
0.72
FIIMX:
0.31
FXAIX:
2.73
FIIMX:
8.12%
FXAIX:
4.85%
FIIMX:
22.99%
FXAIX:
19.78%
FIIMX:
-52.89%
FXAIX:
-33.79%
FIIMX:
-10.35%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, FIIMX achieves a -2.77% return, which is significantly lower than FXAIX's 1.34% return. Over the past 10 years, FIIMX has underperformed FXAIX with an annualized return of 8.09%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
FIIMX
-2.77%
6.10%
-10.12%
2.01%
8.67%
14.14%
8.09%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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FIIMX vs. FXAIX - Expense Ratio Comparison
FIIMX has a 0.73% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FIIMX vs. FXAIX — Risk-Adjusted Performance Rank
FIIMX
FXAIX
FIIMX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class I (FIIMX) 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.
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Dividends
FIIMX vs. FXAIX - Dividend Comparison
FIIMX's dividend yield for the trailing twelve months is around 9.21%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIIMX Fidelity Advisor Mid Cap II Fund Class I | 9.21% | 6.79% | 2.71% | 5.70% | 18.40% | 1.29% | 3.30% | 10.56% | 7.67% | 4.84% | 4.76% | 15.88% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
FIIMX vs. FXAIX - Drawdown Comparison
The maximum FIIMX drawdown since its inception was -52.89%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIIMX and FXAIX.
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Volatility
FIIMX vs. FXAIX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class I (FIIMX) has a higher volatility of 5.67% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that FIIMX'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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