FINSX vs. FZROX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity ZERO Total Market Index Fund (FZROX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. FZROX is managed by Fidelity.
Performance
FINSX vs. FZROX - Performance Comparison
Loading graphics...
FINSX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | -7.44% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -13.41% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FINSX achieves a -7.44% return, which is significantly lower than FZROX's -6.77% return.
FINSX
- 1D
- -0.53%
- 1M
- -9.26%
- YTD
- -7.44%
- 6M
- -4.09%
- 1Y
- 20.47%
- 3Y*
- 23.49%
- 5Y*
- 13.16%
- 10Y*
- 14.87%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FINSX vs. FZROX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FINSX vs. FZROX — Risk / Return Rank
FINSX
FZROX
FINSX vs. FZROX - 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 Total Market Index Fund (FZROX). 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 | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.84 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.30 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.05 | +0.57 |
Martin ratioReturn relative to average drawdown | 6.57 | 5.11 | +1.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FINSX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.84 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.60 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.61 | +0.01 |
Correlation
The correlation between FINSX and FZROX is 0.93, 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. FZROX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.52%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 9.52% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FINSX vs. FZROX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FINSX and FZROX.
Loading graphics...
Drawdown Indicators
| FINSX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -34.96% | -13.29% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -12.44% | +1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -25.12% | -6.73% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | — | — |
Current DrawdownCurrent decline from peak | -10.39% | -8.89% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -5.61% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.56% | +0.11% |
Volatility
FINSX vs. FZROX - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) has a higher volatility of 5.29% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.41%. This indicates that FINSX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FINSX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 4.41% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 9.34% | +1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 18.49% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 17.40% | +1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.21% | 20.25% | -1.04% |