FNIAX vs. FIVLX
FNIAX (Fidelity Advisor New Insights Fund Class A) and FIVLX (Fidelity International Value Fund) are both mutual funds - FNIAX is a Large Cap Growth Equities fund managed by Fidelity, while FIVLX is a Foreign Large Cap Equities fund actively managed by Fidelity. Over the past 10 years, FNIAX returned 15.59%/yr vs 9.99%/yr for FIVLX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. FNIAX charges 0.93%/yr vs 0.80%/yr for FIVLX.
Performance
FNIAX vs. FIVLX - Performance Comparison
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Returns By Period
In the year-to-date period, FNIAX achieves a 6.22% return, which is significantly lower than FIVLX's 11.33% return. Over the past 10 years, FNIAX has outperformed FIVLX with an annualized return of 15.59%, while FIVLX has yielded a comparatively lower 9.99% annualized return.
FNIAX
- 1D
- 1.39%
- 1M
- -4.38%
- 6M
- 4.19%
- YTD
- 6.22%
- 1Y
- 15.53%
- 3Y*
- 22.70%
- 5Y*
- 13.02%
- 10Y*
- 15.59%
- ALL TIME*
- 11.49%
FIVLX
- 1D
- 2.28%
- 1M
- 2.48%
- 6M
- 6.00%
- YTD
- 11.33%
- 1Y
- 27.50%
- 3Y*
- 20.99%
- 5Y*
- 13.94%
- 10Y*
- 9.99%
- ALL TIME*
- 4.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FNIAX vs. FIVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNIAX Fidelity Advisor New Insights Fund Class A | 6.22% | 21.17% | 34.94% | 35.97% | -26.57% | 24.40% | 23.62% | 29.17% | -4.67% | 28.07% |
FIVLX Fidelity International Value Fund | 11.33% | 43.67% | 5.33% | 19.27% | -7.99% | 14.89% | 3.36% | 18.92% | -17.17% | 17.85% |
Correlation
The correlation between FNIAX and FIVLX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.67 |
Correlation (All Time) Calculated using the full available price history since May 19, 2006 | 0.74 |
The correlation between FNIAX and FIVLX shifts across timeframes, from 0.62 (3 years) to 0.74 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FNIAX vs. FIVLX — Risk / Return Rank
FNIAX
FIVLX
FNIAX vs. FIVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) and Fidelity International Value Fund (FIVLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FNIAX | FIVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.32 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.53 | -1.11 |
| Martin ratioReturn relative to average drawdown | 5.20 | 9.30 | -4.09 |
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Drawdowns
FNIAX vs. FIVLX - Drawdown Comparison
The maximum FNIAX drawdown since its inception was -49.69%, smaller than the maximum FIVLX drawdown of -65.21%. Use the drawdown chart below to compare losses from any high point for FNIAX and FIVLX.
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Drawdown Indicators
| FNIAX | FIVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.69% | -65.21% | +15.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -10.44% | +0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -20.61% | -14.48% | -6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -27.49% | -4.49% |
Max Drawdown (10Y)Largest decline over 10 years | -31.98% | -43.43% | +11.45% |
Current DrawdownCurrent decline from peak | -7.24% | 0.00% | -7.24% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -16.94% | +9.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 2.84% | 0.00% |
Volatility
FNIAX vs. FIVLX - Volatility Comparison
Fidelity Advisor New Insights Fund Class A (FNIAX) and Fidelity International Value Fund (FIVLX) have volatilities of 4.57% and 4.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNIAX | FIVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 4.38% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.09% | 12.68% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 15.00% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.35% | 16.54% | +2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 17.61% | +1.76% |
FNIAX vs. FIVLX - Expense Ratio Comparison
FNIAX has a 0.93% expense ratio, which is higher than FIVLX's 0.80% expense ratio.
Dividends
FNIAX vs. FIVLX - Dividend Comparison
FNIAX's dividend yield for the trailing twelve months is around 8.80%, more than FIVLX's 2.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVLX Fidelity International Value Fund | 2.09% | 2.32% | 2.90% | 2.06% | 1.85% | 4.35% | 1.74% | 3.54% | 3.33% | 0.15% | 2.71% | 1.44% |
FNIAX Fidelity Advisor New Insights Fund Class A | 8.80% | 8.96% | 5.85% | 6.18% | 17.12% | 12.66% | 8.14% | 6.48% | 13.78% | 7.61% | 4.99% | 4.40% |
Frequently Asked Questions
FNIAX and FIVLX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FNIAX has higher volatility (4.57%) compared to FIVLX (4.38%). In terms of maximum drawdown, FNIAX dropped -49.69% vs FIVLX's -65.21%.
FIVLX currently has the higher Sharpe Ratio (1.76 vs 0.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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