FNCMX vs. FXAIX

In the year-to-date period, FNCMX achieves a -0.65% return, which is significantly lower than FXAIX's 1.81% return. Over the past 10 years, FNCMX has outperformed FXAIX with an annualized return of 15.11%, while FXAIX has yielded a comparatively lower 12.65% annualized return.

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FNCMX has a 0.29% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity NASDAQ Composite Index Fund (FNCMX) 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.

The current FNCMX Sharpe Ratio is 0.57, which is comparable to the FXAIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FNCMX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNCMX's dividend yield for the trailing twelve months is around 0.61%, less than FXAIX's 1.54% yield.

The maximum FNCMX drawdown since its inception was -55.08%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FNCMX and FXAIX. For additional features, visit the drawdowns tool.

Fidelity NASDAQ Composite Index Fund (FNCMX) has a higher volatility of 6.01% compared to Fidelity 500 Index Fund (FXAIX) at 4.58%. This indicates that FNCMX'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.