FIKCX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class Z (FIKCX) and Fidelity 500 Index Fund (FXAIX).
FIKCX is managed by Fidelity. It was launched on Oct 2, 2018. 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
FIKCX vs. FXAIX - Performance Comparison
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FIKCX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKCX Fidelity Advisor Health Care Fund Class Z | -6.00% | 14.61% | -5.73% | 4.20% | -12.74% | 11.66% | 21.55% | 28.39% | -11.04% |
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, FIKCX achieves a -6.00% return, which is significantly lower than FXAIX's -4.34% return.
FIKCX
- 1D
- 3.93%
- 1M
- -5.33%
- YTD
- -6.00%
- 6M
- 3.08%
- 1Y
- 10.32%
- 3Y*
- 1.70%
- 5Y*
- 0.26%
- 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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FIKCX vs. FXAIX - Expense Ratio Comparison
FIKCX has a 0.59% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FIKCX vs. FXAIX — Risk / Return Rank
FIKCX
FXAIX
FIKCX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class Z (FIKCX) 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.
| FIKCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.97 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.49 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.52 | -0.90 |
Martin ratioReturn relative to average drawdown | 1.93 | 7.30 | -5.36 |
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
| FIKCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.97 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.70 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.76 | -0.52 |
Correlation
The correlation between FIKCX and FXAIX is 0.73, 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
FIKCX vs. FXAIX - Dividend Comparison
FIKCX's dividend yield for the trailing twelve months is around 12.21%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKCX Fidelity Advisor Health Care Fund Class Z | 12.21% | 11.48% | 0.00% | 0.00% | 0.00% | 5.71% | 5.86% | 0.61% | 4.65% | 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
FIKCX vs. FXAIX - Drawdown Comparison
The maximum FIKCX drawdown since its inception was -29.19%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIKCX and FXAIX.
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Drawdown Indicators
| FIKCX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.19% | -33.79% | +4.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -12.13% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -29.19% | -24.50% | -4.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -11.77% | -6.23% | -5.54% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -3.83% | -5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 2.53% | +1.74% |
Volatility
FIKCX vs. FXAIX - Volatility Comparison
Fidelity Advisor Health Care Fund Class Z (FIKCX) has a higher volatility of 7.08% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FIKCX'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
| FIKCX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 5.34% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 9.53% | +2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.74% | 18.32% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 16.92% | +1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 18.05% | +2.31% |