FINSX vs. SCHX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Schwab U.S. Large-Cap ETF (SCHX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINSX or SCHX.
Correlation
The correlation between FINSX and SCHX 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. SCHX - Performance Comparison
Loading data...
Key characteristics
FINSX:
0.48
SCHX:
0.76
FINSX:
0.83
SCHX:
1.19
FINSX:
1.12
SCHX:
1.18
FINSX:
0.50
SCHX:
0.80
FINSX:
1.53
SCHX:
3.03
FINSX:
7.32%
SCHX:
5.01%
FINSX:
22.49%
SCHX:
19.67%
FINSX:
-49.23%
SCHX:
-34.33%
FINSX:
-6.15%
SCHX:
-3.05%
Returns By Period
In the year-to-date period, FINSX achieves a 2.20% return, which is significantly higher than SCHX's 1.55% return. Over the past 10 years, FINSX has underperformed SCHX with an annualized return of 4.97%, while SCHX has yielded a comparatively higher 14.11% annualized return.
FINSX
2.20%
14.90%
-1.46%
10.62%
13.26%
7.59%
4.97%
SCHX
1.55%
12.89%
0.93%
14.85%
18.18%
17.58%
14.11%
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. SCHX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
FINSX vs. SCHX — Risk-Adjusted Performance Rank
FINSX
SCHX
FINSX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and Schwab U.S. Large-Cap ETF (SCHX). 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.
Loading data...
Dividends
FINSX vs. SCHX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 6.22%, more than SCHX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 6.22% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 0.90% | 8.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.21% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
FINSX vs. SCHX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -49.23%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for FINSX and SCHX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FINSX vs. SCHX - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) has a higher volatility of 5.16% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.63%. This indicates that FINSX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...