FMAMX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Stock Selector All Cap Fund Class A (FMAMX) and Fidelity 500 Index Fund (FXAIX).
FMAMX is managed by Fidelity. It was launched on Oct 23, 2012. 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
FMAMX vs. FXAIX - Performance Comparison
Loading graphics...
FMAMX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMAMX Fidelity Advisor Stock Selector All Cap Fund Class A | -5.93% | 18.54% | 19.44% | 26.57% | -19.78% | 22.78% | 24.52% | 31.81% | -8.87% | 24.42% |
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
In the year-to-date period, FMAMX achieves a -5.93% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FMAMX has underperformed FXAIX with an annualized return of 13.01%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FMAMX
- 1D
- -0.69%
- 1M
- -8.06%
- YTD
- -5.93%
- 6M
- -2.16%
- 1Y
- 19.11%
- 3Y*
- 15.95%
- 5Y*
- 9.36%
- 10Y*
- 13.01%
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.
FMAMX vs. FXAIX - Expense Ratio Comparison
FMAMX has a 0.96% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FMAMX vs. FXAIX — Risk / Return Rank
FMAMX
FXAIX
FMAMX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector All Cap Fund Class A (FMAMX) 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.
| FMAMX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.84 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.30 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.05 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.69 | 5.13 | +1.56 |
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
| FMAMX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.84 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.68 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.77 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.75 | -0.02 |
Correlation
The correlation between FMAMX and FXAIX is 0.98, 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
FMAMX vs. FXAIX - Dividend Comparison
FMAMX's dividend yield for the trailing twelve months is around 4.77%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMAMX Fidelity Advisor Stock Selector All Cap Fund Class A | 4.77% | 4.48% | 4.52% | 1.76% | 0.29% | 1.08% | 4.94% | 5.79% | 4.06% | 3.06% | 0.69% | 4.76% |
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
FMAMX vs. FXAIX - Drawdown Comparison
The maximum FMAMX drawdown since its inception was -34.39%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FMAMX and FXAIX.
Loading graphics...
Drawdown Indicators
| FMAMX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -33.79% | -0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -12.13% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.45% | -24.50% | -0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | -33.79% | -0.60% |
Current DrawdownCurrent decline from peak | -9.22% | -8.89% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -3.83% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.50% | +0.04% |
Volatility
FMAMX vs. FXAIX - Volatility Comparison
Fidelity Advisor Stock Selector All Cap Fund Class A (FMAMX) has a higher volatility of 4.98% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FMAMX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FMAMX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 4.24% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 9.08% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.73% | 18.13% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 16.88% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.51% | 18.03% | +0.48% |