FLUEX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) and Fidelity 500 Index Fund (FXAIX).
FLUEX is managed by Fidelity. It was launched on Feb 13, 2007. 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
FLUEX vs. FXAIX - Performance Comparison
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FLUEX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLUEX Fidelity Advisor Stock Selector Large Cap Value Fund Class C | -0.37% | 14.76% | 16.04% | 13.18% | -6.54% | 24.28% | 3.00% | 23.23% | -10.29% | 11.05% |
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, FLUEX achieves a -0.37% return, which is significantly higher than FXAIX's -4.34% return. Over the past 10 years, FLUEX has underperformed FXAIX with an annualized return of 9.46%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
FLUEX
- 1D
- 2.10%
- 1M
- -4.60%
- YTD
- -0.37%
- 6M
- 4.15%
- 1Y
- 13.27%
- 3Y*
- 14.14%
- 5Y*
- 9.17%
- 10Y*
- 9.46%
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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FLUEX vs. FXAIX - Expense Ratio Comparison
FLUEX has a 1.88% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FLUEX vs. FXAIX — Risk / Return Rank
FLUEX
FXAIX
FLUEX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) 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.
| FLUEX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.97 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.49 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.52 | -0.31 |
Martin ratioReturn relative to average drawdown | 5.47 | 7.30 | -1.82 |
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
| FLUEX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.97 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.70 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.78 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.76 | -0.44 |
Correlation
The correlation between FLUEX and FXAIX is 0.89, 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
FLUEX vs. FXAIX - Dividend Comparison
FLUEX's dividend yield for the trailing twelve months is around 9.36%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLUEX Fidelity Advisor Stock Selector Large Cap Value Fund Class C | 9.36% | 7.40% | 9.78% | 1.57% | 7.61% | 3.43% | 1.17% | 0.81% | 6.53% | 0.03% | 0.41% | 0.64% |
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
FLUEX vs. FXAIX - Drawdown Comparison
The maximum FLUEX drawdown since its inception was -59.73%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FLUEX and FXAIX.
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Drawdown Indicators
| FLUEX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.73% | -33.79% | -25.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -12.13% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -19.80% | -24.50% | +4.70% |
Max Drawdown (10Y)Largest decline over 10 years | -39.82% | -33.79% | -6.03% |
Current DrawdownCurrent decline from peak | -5.22% | -6.23% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -10.48% | -3.83% | -6.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.53% | +0.04% |
Volatility
FLUEX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) is 4.22%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 5.34%. This indicates that FLUEX 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.
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Volatility by Period
| FLUEX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 5.34% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 9.53% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 18.32% | -3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.40% | 16.92% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.69% | 18.05% | -0.36% |