FINSX vs. FSKAX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Total Market Index Fund (FSKAX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINSX or FSKAX.
Correlation
The correlation between FINSX and FSKAX 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.
Performance
FINSX vs. FSKAX - Performance Comparison
Key characteristics
FINSX:
1.53
FSKAX:
1.91
FINSX:
2.04
FSKAX:
2.56
FINSX:
1.28
FSKAX:
1.35
FINSX:
1.27
FSKAX:
2.90
FINSX:
7.27
FSKAX:
11.47
FINSX:
3.44%
FSKAX:
2.18%
FINSX:
16.31%
FSKAX:
13.09%
FINSX:
-49.23%
FSKAX:
-35.01%
FINSX:
-2.86%
FSKAX:
-0.08%
Returns By Period
In the year-to-date period, FINSX achieves a 5.78% return, which is significantly higher than FSKAX's 4.24% return. Over the past 10 years, FINSX has underperformed FSKAX with an annualized return of 5.70%, while FSKAX has yielded a comparatively higher 12.43% annualized return.
FINSX
5.78%
3.32%
8.85%
22.65%
6.36%
5.70%
FSKAX
4.24%
2.80%
11.37%
22.66%
13.71%
12.43%
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FINSX vs. FSKAX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
FINSX vs. FSKAX — Risk-Adjusted Performance Rank
FINSX
FSKAX
FINSX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Total Market Index Fund (FSKAX). 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.
Dividends
FINSX vs. FSKAX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 0.02%, less than FSKAX's 1.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 0.02% | 0.04% | 0.41% | 2.76% | 0.00% | 0.01% | 0.37% | 0.27% | 0.28% | 0.42% | 0.90% | 8.00% |
FSKAX Fidelity Total Market Index Fund | 1.14% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% |
Drawdowns
FINSX vs. FSKAX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -49.23%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FINSX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
FINSX vs. FSKAX - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) has a higher volatility of 4.98% compared to Fidelity Total Market Index Fund (FSKAX) at 3.23%. This indicates that FINSX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.