FINSX vs. FNILX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity ZERO Large Cap Index Fund (FNILX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. FNILX is managed by Fidelity.
Performance
FINSX vs. FNILX - Performance Comparison
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FINSX vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | -4.08% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -16.17% |
FNILX Fidelity ZERO Large Cap Index Fund | -4.59% | 17.81% | 25.47% | 27.45% | -19.37% | 26.67% | 21.13% | 31.79% | -13.60% |
Returns By Period
In the year-to-date period, FINSX achieves a -4.08% return, which is significantly higher than FNILX's -4.59% return.
FINSX
- 1D
- 3.62%
- 1M
- -5.86%
- YTD
- -4.08%
- 6M
- -0.44%
- 1Y
- 23.86%
- 3Y*
- 24.96%
- 5Y*
- 13.56%
- 10Y*
- 15.28%
FNILX
- 1D
- 2.92%
- 1M
- -4.98%
- YTD
- -4.59%
- 6M
- -2.55%
- 1Y
- 17.28%
- 3Y*
- 18.57%
- 5Y*
- 11.53%
- 10Y*
- —
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FINSX vs. FNILX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Return for Risk
FINSX vs. FNILX — Risk / Return Rank
FINSX
FNILX
FINSX vs. FNILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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.
| FINSX | FNILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.97 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.48 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.51 | +0.78 |
Martin ratioReturn relative to average drawdown | 9.17 | 7.14 | +2.02 |
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
| FINSX | FNILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.97 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.67 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.66 | -0.03 |
Correlation
The correlation between FINSX and FNILX is 0.94, 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
FINSX vs. FNILX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.19%, more than FNILX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 9.19% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.06% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
FINSX vs. FNILX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, which is greater than FNILX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for FINSX and FNILX.
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Drawdown Indicators
| FINSX | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -33.76% | -14.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -12.18% | +1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -25.40% | -6.45% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | — | — |
Current DrawdownCurrent decline from peak | -7.15% | -6.36% | -0.79% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -5.47% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.57% | +0.14% |
Volatility
FINSX vs. FNILX - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) has a higher volatility of 6.65% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 5.33%. This indicates that FINSX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINSX | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 5.33% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 9.59% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 18.44% | +1.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 17.27% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 20.19% | -0.95% |