FLUEX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) and Fidelity ZERO Total Market Index Fund (FZROX).
FLUEX is managed by Fidelity. It was launched on Feb 13, 2007. FZROX is managed by Fidelity.
Performance
FLUEX vs. FZROX - Performance Comparison
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FLUEX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FLUEX Fidelity Advisor Stock Selector Large Cap Value Fund Class C | -2.41% | 14.76% | 16.04% | 13.18% | -6.54% | 24.28% | 3.00% | 23.23% | -11.39% |
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, FLUEX achieves a -2.41% return, which is significantly higher than FZROX's -6.77% return.
FLUEX
- 1D
- -0.08%
- 1M
- -6.88%
- YTD
- -2.41%
- 6M
- 1.94%
- 1Y
- 10.81%
- 3Y*
- 13.36%
- 5Y*
- 8.92%
- 10Y*
- 9.23%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
- —
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FLUEX vs. FZROX - Expense Ratio Comparison
FLUEX has a 1.88% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FLUEX vs. FZROX — Risk / Return Rank
FLUEX
FZROX
FLUEX vs. FZROX - 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 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.
| FLUEX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.84 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.30 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.05 | -0.17 |
Martin ratioReturn relative to average drawdown | 4.04 | 5.11 | -1.07 |
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 | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.84 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.60 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.61 | -0.29 |
Correlation
The correlation between FLUEX and FZROX is 0.85, 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. FZROX - Dividend Comparison
FLUEX's dividend yield for the trailing twelve months is around 9.56%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLUEX Fidelity Advisor Stock Selector Large Cap Value Fund Class C | 9.56% | 7.40% | 9.78% | 1.57% | 7.61% | 3.43% | 1.17% | 0.81% | 6.53% | 0.03% | 0.41% | 0.64% |
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
FLUEX vs. FZROX - Drawdown Comparison
The maximum FLUEX drawdown since its inception was -59.73%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FLUEX and FZROX.
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Drawdown Indicators
| FLUEX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.73% | -34.96% | -24.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -12.44% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -19.80% | -25.12% | +5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -39.82% | — | — |
Current DrawdownCurrent decline from peak | -7.17% | -8.89% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -10.48% | -5.61% | -4.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.56% | -0.01% |
Volatility
FLUEX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) is 3.45%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.41%. This indicates that FLUEX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLUEX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 4.41% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 7.75% | 9.34% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 18.49% | -3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 17.40% | -2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.68% | 20.25% | -2.57% |