FNIAX vs. FXAIX

The year-to-date returns for both stocks are quite close, with FNIAX having a -3.30% return and FXAIX slightly lower at -3.38%. Over the past 10 years, FNIAX has underperformed FXAIX with an annualized return of 4.06%, while FXAIX has yielded a comparatively higher 12.25% annualized return.

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FNIAX has a 0.93% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) 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 FNIAX Sharpe Ratio is 0.27, which is lower than the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FNIAX 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.

FNIAX's dividend yield for the trailing twelve months is around 0.02%, less than FXAIX's 1.32% yield.

The maximum FNIAX drawdown since its inception was -49.52%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FNIAX and FXAIX. For additional features, visit the drawdowns tool.