FNARX vs. FXAIX
Compare and contrast key facts about Fidelity Natural Resources Fund (FNARX) and Fidelity 500 Index Fund (FXAIX).
FNARX is managed by Fidelity. It was launched on Mar 3, 1997. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNARX or FXAIX.
Correlation
The correlation between FNARX and FXAIX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FNARX vs. FXAIX - Performance Comparison
Key characteristics
FNARX:
0.38
FXAIX:
1.98
FNARX:
0.61
FXAIX:
2.65
FNARX:
1.08
FXAIX:
1.36
FNARX:
0.43
FXAIX:
3.04
FNARX:
1.05
FXAIX:
12.65
FNARX:
6.22%
FXAIX:
2.03%
FNARX:
17.04%
FXAIX:
12.98%
FNARX:
-72.60%
FXAIX:
-33.79%
FNARX:
-10.65%
FXAIX:
-0.82%
Returns By Period
The year-to-date returns for both stocks are quite close, with FNARX having a 3.25% return and FXAIX slightly lower at 3.24%. Over the past 10 years, FNARX has underperformed FXAIX with an annualized return of 5.02%, while FXAIX has yielded a comparatively higher 13.83% annualized return.
FNARX
3.25%
3.77%
-7.05%
5.98%
14.00%
5.02%
FXAIX
3.24%
1.70%
12.36%
24.82%
14.92%
13.83%
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FNARX vs. FXAIX - Expense Ratio Comparison
FNARX has a 0.82% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FNARX vs. FXAIX — Risk-Adjusted Performance Rank
FNARX
FXAIX
FNARX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Natural Resources Fund (FNARX) 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.
Dividends
FNARX vs. FXAIX - Dividend Comparison
FNARX's dividend yield for the trailing twelve months is around 1.47%, more than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 1.47% | 1.51% | 1.60% | 2.42% | 1.46% | 1.79% | 1.12% | 1.22% | 1.30% | 0.35% | 0.78% | 1.24% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
Drawdowns
FNARX vs. FXAIX - Drawdown Comparison
The maximum FNARX drawdown since its inception was -72.60%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FNARX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FNARX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Natural Resources Fund (FNARX) is 3.39%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.23%. This indicates that FNARX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.