FMFMX vs. FZAAX
Compare and contrast key facts about Fidelity Advisor Series Equity Growth Fund (FMFMX) and Fidelity Advisor Balanced Fund Class Z (FZAAX).
FMFMX is managed by Fidelity. It was launched on Jun 6, 2014. FZAAX is managed by Fidelity. It was launched on Aug 13, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMFMX or FZAAX.
Correlation
The correlation between FMFMX and FZAAX is 0.90, 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.
Performance
FMFMX vs. FZAAX - Performance Comparison
Key characteristics
Returns By Period
FMFMX
3.65%
1.17%
-13.35%
-3.90%
1.93%
4.89%
FZAAX
N/A
N/A
N/A
N/A
N/A
N/A
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FMFMX vs. FZAAX - Expense Ratio Comparison
FMFMX has a 0.00% expense ratio, which is lower than FZAAX's 0.45% expense ratio.
Risk-Adjusted Performance
FMFMX vs. FZAAX — Risk-Adjusted Performance Rank
FMFMX
FZAAX
FMFMX vs. FZAAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Equity Growth Fund (FMFMX) and Fidelity Advisor Balanced Fund Class Z (FZAAX). 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. FZAAX - Dividend Comparison
FMFMX's dividend yield for the trailing twelve months is around 0.66%, while FZAAX has not paid dividends to shareholders.
| 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% |
FZAAX Fidelity Advisor Balanced Fund Class Z | 4.03% | 4.03% | 1.70% | 1.47% | 0.83% | 1.25% | 1.63% | 1.78% | 1.59% | 1.55% | 5.74% | 8.42% |
Drawdowns
FMFMX vs. FZAAX - Drawdown Comparison
Volatility
FMFMX vs. FZAAX - Volatility Comparison
Fidelity Advisor Series Equity Growth Fund (FMFMX) has a higher volatility of 5.33% compared to Fidelity Advisor Balanced Fund Class Z (FZAAX) at 0.00%. This indicates that FMFMX's price experiences larger fluctuations and is considered to be riskier than FZAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.