FMFMX vs. FXNAX
Compare and contrast key facts about Fidelity Advisor Series Equity Growth Fund (FMFMX) and Fidelity U.S. Bond Index Fund (FXNAX).
FMFMX is managed by Fidelity. It was launched on Jun 6, 2014. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMFMX or FXNAX.
Correlation
The correlation between FMFMX and FXNAX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FMFMX vs. FXNAX - Performance Comparison
Key characteristics
FMFMX:
-0.08
FXNAX:
0.85
FMFMX:
0.08
FXNAX:
1.26
FMFMX:
1.02
FXNAX:
1.15
FMFMX:
-0.09
FXNAX:
0.30
FMFMX:
-0.23
FXNAX:
2.04
FMFMX:
9.77%
FXNAX:
2.15%
FMFMX:
27.58%
FXNAX:
5.16%
FMFMX:
-41.61%
FXNAX:
-19.64%
FMFMX:
-21.74%
FXNAX:
-9.19%
Returns By Period
In the year-to-date period, FMFMX achieves a 3.65% return, which is significantly higher than FXNAX's 0.99% return. Over the past 10 years, FMFMX has outperformed FXNAX with an annualized return of 4.89%, while FXNAX has yielded a comparatively lower 1.25% annualized return.
FMFMX
3.65%
1.17%
-13.35%
-3.90%
1.93%
4.89%
FXNAX
0.99%
1.19%
-0.48%
4.48%
-0.75%
1.25%
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FMFMX vs. FXNAX - Expense Ratio Comparison
FMFMX has a 0.00% expense ratio, which is lower than FXNAX's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FMFMX vs. FXNAX — Risk-Adjusted Performance Rank
FMFMX
FXNAX
FMFMX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Equity Growth Fund (FMFMX) and Fidelity U.S. Bond Index Fund (FXNAX). 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.
Dividends
FMFMX vs. FXNAX - Dividend Comparison
FMFMX's dividend yield for the trailing twelve months is around 0.66%, less than FXNAX's 3.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMFMX Fidelity Advisor Series Equity Growth Fund | 0.66% | 0.69% | 0.72% | 0.94% | 1.21% | 0.78% | 0.92% | 1.09% | 0.66% | 0.12% | 0.21% | 0.06% |
FXNAX Fidelity U.S. Bond Index Fund | 3.40% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
FMFMX vs. FXNAX - Drawdown Comparison
The maximum FMFMX drawdown since its inception was -41.61%, which is greater than FXNAX's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for FMFMX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
FMFMX vs. FXNAX - Volatility Comparison
Fidelity Advisor Series Equity Growth Fund (FMFMX) has a higher volatility of 5.33% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.23%. This indicates that FMFMX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.