FINSX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity 500 Index Fund (FXAIX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. 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
FINSX vs. FXAIX - Performance Comparison
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FINSX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | -4.08% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -4.38% | 28.40% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FINSX achieves a -4.08% return, which is significantly higher than FXAIX's -4.34% return. Over the past 10 years, FINSX has outperformed FXAIX with an annualized return of 15.28%, while FXAIX has yielded a comparatively lower 14.08% annualized 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%
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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FINSX vs. FXAIX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FINSX vs. FXAIX — Risk / Return Rank
FINSX
FXAIX
FINSX vs. FXAIX - 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 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.
| FINSX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.97 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.49 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.52 | +0.77 |
Martin ratioReturn relative to average drawdown | 9.17 | 7.30 | +1.87 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.97 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.76 | -0.13 |
Correlation
The correlation between FINSX and FXAIX 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. FXAIX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.19%, more than FXAIX's 1.16% 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% |
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
FINSX vs. FXAIX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FINSX and FXAIX.
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Drawdown Indicators
| FINSX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -33.79% | -14.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -12.13% | +1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -24.50% | -7.35% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | -33.79% | +1.84% |
Current DrawdownCurrent decline from peak | -7.15% | -6.23% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -3.83% | -3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.53% | +0.18% |
Volatility
FINSX vs. FXAIX - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) has a higher volatility of 6.65% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FINSX'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
| FINSX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 5.34% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 9.53% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 18.32% | +1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 16.92% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 18.05% | +1.19% |