FNIAX vs. FDFIX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class A (FNIAX) and Fidelity Flex 500 Index Fund (FDFIX).
FNIAX is managed by Fidelity. It was launched on Jul 31, 2003. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNIAX or FDFIX.
Correlation
The correlation between FNIAX and FDFIX is 0.93, 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
FNIAX vs. FDFIX - Performance Comparison
Key characteristics
FNIAX:
1.61
FDFIX:
1.87
FNIAX:
2.15
FDFIX:
2.51
FNIAX:
1.30
FDFIX:
1.34
FNIAX:
0.97
FDFIX:
2.83
FNIAX:
7.92
FDFIX:
11.87
FNIAX:
3.29%
FDFIX:
2.01%
FNIAX:
16.26%
FDFIX:
12.80%
FNIAX:
-49.52%
FDFIX:
-33.77%
FNIAX:
-8.22%
FDFIX:
-3.95%
Returns By Period
In the year-to-date period, FNIAX achieves a 0.19% return, which is significantly higher than FDFIX's -0.64% return.
FNIAX
0.19%
-2.76%
0.63%
25.81%
4.97%
5.08%
FDFIX
-0.64%
-3.35%
3.77%
23.83%
13.81%
N/A
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FNIAX vs. FDFIX - Expense Ratio Comparison
FNIAX has a 0.93% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
FNIAX vs. FDFIX — Risk-Adjusted Performance Rank
FNIAX
FDFIX
FNIAX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) and Fidelity Flex 500 Index Fund (FDFIX). 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
FNIAX vs. FDFIX - Dividend Comparison
FNIAX's dividend yield for the trailing twelve months is around 0.04%, less than FDFIX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNIAX Fidelity Advisor New Insights Fund Class A | 0.04% | 0.04% | 0.20% | 2.57% | 0.00% | 0.01% | 0.14% | 0.00% | 0.00% | 0.14% | 0.65% | 7.60% |
FDFIX Fidelity Flex 500 Index Fund | 1.26% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNIAX vs. FDFIX - Drawdown Comparison
The maximum FNIAX drawdown since its inception was -49.52%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for FNIAX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
FNIAX vs. FDFIX - Volatility Comparison
Fidelity Advisor New Insights Fund Class A (FNIAX) has a higher volatility of 4.83% compared to Fidelity Flex 500 Index Fund (FDFIX) at 4.56%. This indicates that FNIAX's price experiences larger fluctuations and is considered to be riskier than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.