FLCCX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Large Cap Fund Class C (FLCCX) and Fidelity 500 Index Fund (FXAIX).
FLCCX is managed by Fidelity. It was launched on Nov 3, 1997. 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
FLCCX vs. FXAIX - Performance Comparison
Loading graphics...
FLCCX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCCX Fidelity Advisor Large Cap Fund Class C | 0.00% | 18.58% | 25.08% | 22.21% | -8.85% | 24.54% | 7.70% | 30.36% | -9.25% | 16.67% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
Both investments have delivered pretty close results over the past 10 years, with FLCCX having a 13.59% annualized return and FXAIX not far ahead at 13.75%.
FLCCX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.26%
- 1Y
- 21.76%
- 3Y*
- 19.51%
- 5Y*
- 12.95%
- 10Y*
- 13.59%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FLCCX vs. FXAIX - Expense Ratio Comparison
FLCCX has a 1.57% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FLCCX vs. FXAIX — Risk / Return Rank
FLCCX
FXAIX
FLCCX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Large Cap Fund Class C (FLCCX) 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.
| FLCCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.84 | +0.58 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.30 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.20 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.05 | +0.04 |
Martin ratioReturn relative to average drawdown | 4.42 | 5.13 | -0.71 |
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
| FLCCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.84 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.68 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.75 | -0.32 |
Correlation
The correlation between FLCCX and FXAIX is 0.92, 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
FLCCX vs. FXAIX - Dividend Comparison
FLCCX's dividend yield for the trailing twelve months is around 6.79%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCCX Fidelity Advisor Large Cap Fund Class C | 6.79% | 6.79% | 6.81% | 3.27% | 1.77% | 6.87% | 5.44% | 8.90% | 18.35% | 7.06% | 1.65% | 2.52% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FLCCX vs. FXAIX - Drawdown Comparison
The maximum FLCCX drawdown since its inception was -65.81%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FLCCX and FXAIX.
Loading graphics...
Drawdown Indicators
| FLCCX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.81% | -33.79% | -32.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.29% | -12.13% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | -24.50% | +2.46% |
Max Drawdown (10Y)Largest decline over 10 years | -37.63% | -33.79% | -3.84% |
Current DrawdownCurrent decline from peak | -4.23% | -8.89% | +4.66% |
Average DrawdownAverage peak-to-trough decline | -15.53% | -3.83% | -11.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 2.50% | +1.45% |
Volatility
FLCCX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Large Cap Fund Class C (FLCCX) is 0.00%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. This indicates that FLCCX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FLCCX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 4.24% | -4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 5.85% | 9.08% | -3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 18.13% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 16.88% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 18.03% | +0.60% |