FLUEX vs. RIDAX
Compare and contrast key facts about Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) and The Income Fund of America Class R-1 (RIDAX).
FLUEX is managed by Fidelity. It was launched on Feb 13, 2007. RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973.
Performance
FLUEX vs. RIDAX - Performance Comparison
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FLUEX vs. RIDAX - 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% |
RIDAX The Income Fund of America Class R-1 | 2.61% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
Returns By Period
In the year-to-date period, FLUEX achieves a -0.37% return, which is significantly lower than RIDAX's 2.61% return. Over the past 10 years, FLUEX has outperformed RIDAX with an annualized return of 9.46%, while RIDAX has yielded a comparatively lower 7.49% 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%
RIDAX
- 1D
- 1.30%
- 1M
- -4.26%
- YTD
- 2.61%
- 6M
- 4.88%
- 1Y
- 14.49%
- 3Y*
- 11.46%
- 5Y*
- 7.18%
- 10Y*
- 7.49%
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FLUEX vs. RIDAX - Expense Ratio Comparison
FLUEX has a 1.88% expense ratio, which is higher than RIDAX's 1.36% expense ratio.
Return for Risk
FLUEX vs. RIDAX — Risk / Return Rank
FLUEX
RIDAX
FLUEX vs. RIDAX - 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 The Income Fund of America Class R-1 (RIDAX). 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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.56 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.27 | 2.15 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.85 | -0.64 |
Martin ratioReturn relative to average drawdown | 5.47 | 8.56 | -3.08 |
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 | RIDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.56 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.76 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.70 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.67 | -0.35 |
Correlation
The correlation between FLUEX and RIDAX 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
FLUEX vs. RIDAX - Dividend Comparison
FLUEX's dividend yield for the trailing twelve months is around 9.36%, more than RIDAX's 9.02% 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% |
RIDAX The Income Fund of America Class R-1 | 9.02% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
Drawdowns
FLUEX vs. RIDAX - Drawdown Comparison
The maximum FLUEX drawdown since its inception was -59.73%, which is greater than RIDAX's maximum drawdown of -42.37%. Use the drawdown chart below to compare losses from any high point for FLUEX and RIDAX.
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Drawdown Indicators
| FLUEX | RIDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.73% | -42.37% | -17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -8.25% | -3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -19.80% | -16.28% | -3.52% |
Max Drawdown (10Y)Largest decline over 10 years | -39.82% | -26.22% | -13.60% |
Current DrawdownCurrent decline from peak | -5.22% | -4.54% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -10.48% | -4.42% | -6.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 1.78% | +0.79% |
Volatility
FLUEX vs. RIDAX - Volatility Comparison
Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) has a higher volatility of 4.22% compared to The Income Fund of America Class R-1 (RIDAX) at 3.31%. This indicates that FLUEX's price experiences larger fluctuations and is considered to be riskier than RIDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLUEX | RIDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 3.31% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 5.61% | +2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 9.54% | +5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.40% | 9.48% | +5.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.69% | 10.68% | +7.01% |