FIJDX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Gold Fund Class Z (FIJDX) and Fidelity 500 Index Fund (FXAIX).
FIJDX is an actively managed fund by Fidelity. It was launched on Dec 16, 1985. 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
FIJDX vs. FXAIX - Performance Comparison
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FIJDX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIJDX Fidelity Advisor Gold Fund Class Z | 9.12% | 143.25% | 15.10% | -0.26% | -13.32% | -10.33% | 27.00% | 35.74% | 4.09% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -10.39% |
Returns By Period
In the year-to-date period, FIJDX achieves a 9.12% return, which is significantly higher than FXAIX's -4.34% return.
FIJDX
- 1D
- 7.17%
- 1M
- -20.07%
- YTD
- 9.12%
- 6M
- 21.75%
- 1Y
- 98.08%
- 3Y*
- 39.77%
- 5Y*
- 21.13%
- 10Y*
- —
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FIJDX vs. FXAIX - Expense Ratio Comparison
FIJDX has a 0.60% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FIJDX vs. FXAIX — Risk / Return Rank
FIJDX
FXAIX
FIJDX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Gold Fund Class Z (FIJDX) 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.
| FIJDX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.28 | 0.97 | +1.31 |
Sortino ratioReturn per unit of downside risk | 2.50 | 1.49 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.23 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.33 | 1.52 | +1.81 |
Martin ratioReturn relative to average drawdown | 12.35 | 7.30 | +5.05 |
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
| FIJDX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 0.97 | +1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.76 | -0.13 |
Correlation
The correlation between FIJDX and FXAIX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FIJDX vs. FXAIX - Dividend Comparison
FIJDX's dividend yield for the trailing twelve months is around 1.99%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIJDX Fidelity Advisor Gold Fund Class Z | 1.99% | 2.17% | 3.63% | 1.16% | 0.38% | 1.71% | 4.54% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FIJDX vs. FXAIX - Drawdown Comparison
The maximum FIJDX drawdown since its inception was -50.43%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIJDX and FXAIX.
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Drawdown Indicators
| FIJDX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.43% | -33.79% | -16.64% |
Max Drawdown (1Y)Largest decline over 1 year | -29.85% | -12.13% | -17.72% |
Max Drawdown (5Y)Largest decline over 5 years | -45.91% | -24.50% | -21.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -20.09% | -6.23% | -13.86% |
Average DrawdownAverage peak-to-trough decline | -18.44% | -3.83% | -14.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.04% | 2.53% | +5.51% |
Volatility
FIJDX vs. FXAIX - Volatility Comparison
Fidelity Advisor Gold Fund Class Z (FIJDX) has a higher volatility of 17.48% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FIJDX'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
| FIJDX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.48% | 5.34% | +12.14% |
Volatility (6M)Calculated over the trailing 6-month period | 35.67% | 9.53% | +26.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.18% | 18.32% | +24.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.88% | 16.92% | +15.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.04% | 18.05% | +15.99% |