FIQVX vs. VFIAX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
FIQVX is managed by Fidelity. It was launched on Oct 2, 2018. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIQVX or VFIAX.
Correlation
The correlation between FIQVX and VFIAX is 0.84, 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
FIQVX vs. VFIAX - Performance Comparison
Key characteristics
FIQVX:
1.28
VFIAX:
1.90
FIQVX:
1.71
VFIAX:
2.55
FIQVX:
1.24
VFIAX:
1.35
FIQVX:
0.53
VFIAX:
2.87
FIQVX:
4.75
VFIAX:
11.87
FIQVX:
2.85%
VFIAX:
2.04%
FIQVX:
10.58%
VFIAX:
12.80%
FIQVX:
-36.22%
VFIAX:
-55.20%
FIQVX:
-13.96%
VFIAX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with FIQVX having a 4.59% return and VFIAX slightly lower at 4.38%.
FIQVX
4.59%
1.33%
8.92%
13.63%
4.37%
N/A
VFIAX
4.38%
2.32%
10.20%
24.06%
14.46%
13.26%
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FIQVX vs. VFIAX - Expense Ratio Comparison
FIQVX has a 0.59% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
FIQVX vs. VFIAX — Risk-Adjusted Performance Rank
FIQVX
VFIAX
FIQVX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
FIQVX vs. VFIAX - Dividend Comparison
FIQVX's dividend yield for the trailing twelve months is around 3.26%, more than VFIAX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIQVX Fidelity Advisor Convertible Securities Fund Class Z | 3.26% | 3.41% | 2.24% | 2.44% | 1.77% | 2.99% | 1.57% | 2.26% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FIQVX vs. VFIAX - Drawdown Comparison
The maximum FIQVX drawdown since its inception was -36.22%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FIQVX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
FIQVX vs. VFIAX - Volatility Comparison
The current volatility for Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) is 2.65%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.19%. This indicates that FIQVX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.