FLUIX vs. FLCCX
FLUIX (Fidelity Advisor Stock Selector Large Cap Value Fund Class I) and FLCCX (Fidelity Advisor Large Cap Fund Class C) are both Large Cap Value Equities funds from Fidelity. Over the past 10 years, FLUIX returned 11.12%/yr vs 13.12%/yr for FLCCX. Their correlation of 0.93 suggests significant overlap in exposure. FLUIX charges 0.75%/yr vs 1.57%/yr for FLCCX.
Performance
FLUIX vs. FLCCX - Performance Comparison
Loading charts...
Returns By Period
Over the past 10 years, FLUIX has underperformed FLCCX with an annualized return of 11.12%, while FLCCX has yielded a comparatively higher 13.12% annualized return.
FLUIX
- 1D
- 0.30%
- 1M
- 1.60%
- YTD
- 7.47%
- 6M
- 8.70%
- 1Y
- 20.77%
- 3Y*
- 17.99%
- 5Y*
- 10.53%
- 10Y*
- 11.12%
FLCCX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 11.54%
- 3Y*
- 18.09%
- 5Y*
- 11.36%
- 10Y*
- 13.12%
FLUIX vs. FLCCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLUIX Fidelity Advisor Stock Selector Large Cap Value Fund Class I | 7.47% | 15.98% | 17.27% | 14.45% | -5.51% | 25.71% | 4.10% | 24.61% | -9.31% | 12.26% |
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% |
Correlation
The correlation between FLUIX and FLCCX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2006 | 0.93 |
Over the past year, the correlation between FLUIX and FLCCX has dropped to 0.41 - well below their long-term average of 0.93, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FLUIX vs. FLCCX — Risk / Return Rank
FLUIX
FLCCX
FLUIX vs. FLCCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Large Cap Value Fund Class I (FLUIX) and Fidelity Advisor Large Cap Fund Class C (FLCCX). 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.
| FLUIX | FLCCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.46 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.05 | 2.73 | +0.32 |
| Martin ratioReturn relative to average drawdown | 12.36 | 4.65 | +7.71 |
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 charts...
Sharpe Ratios by Period
| FLUIX | FLCCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 1.73 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.71 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.72 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.43 | -0.03 |
Drawdowns
FLUIX vs. FLCCX - Drawdown Comparison
The maximum FLUIX drawdown since its inception was -58.86%, smaller than the maximum FLCCX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for FLUIX and FLCCX.
Loading charts...
Drawdown Indicators
| FLUIX | FLCCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.86% | -65.81% | +6.95% |
Max Drawdown (1Y)Largest decline over 1 year | -7.04% | -5.10% | -1.94% |
Max Drawdown (3Y)Largest decline over 3 years | -15.61% | -19.06% | +3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -19.33% | -22.04% | +2.71% |
Max Drawdown (10Y)Largest decline over 10 years | -39.73% | -37.63% | -2.10% |
Current DrawdownCurrent decline from peak | -0.33% | -4.23% | +3.90% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -15.48% | +6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 2.82% | -1.09% |
Volatility
FLUIX vs. FLCCX - Volatility Comparison
Fidelity Advisor Stock Selector Large Cap Value Fund Class I (FLUIX) has a higher volatility of 2.62% compared to Fidelity Advisor Large Cap Fund Class C (FLCCX) at 0.00%. This indicates that FLUIX's price experiences larger fluctuations and is considered to be riskier than FLCCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FLUIX | FLCCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.62% | 0.00% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 4.21% | +3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.47% | 8.06% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 16.44% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.71% | 18.59% | -0.88% |
FLUIX vs. FLCCX - Expense Ratio Comparison
FLUIX has a 0.75% expense ratio, which is lower than FLCCX's 1.57% expense ratio.
Dividends
FLUIX vs. FLCCX - Dividend Comparison
FLUIX's dividend yield for the trailing twelve months is around 9.18%, more than FLCCX's 6.79% yield.
| Position | 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% |
FLUIX Fidelity Advisor Stock Selector Large Cap Value Fund Class I | 9.18% | 8.02% | 10.37% | 2.48% | 8.26% | 4.34% | 2.28% | 0.39% | 7.58% | 1.12% | 1.29% | 1.24% |
Frequently Asked Questions
FLUIX and FLCCX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FLUIX has higher volatility (2.62%) compared to FLCCX (0.00%). In terms of maximum drawdown, FLUIX dropped -58.86% vs FLCCX's -65.81%.
FLUIX currently has the higher Sharpe Ratio (2.05 vs 1.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FLUIX and FLCCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer