FNIAX vs. FZANX

In the year-to-date period, FNIAX achieves a -3.16% return, which is significantly lower than FZANX's -2.94% return. Over the past 10 years, FNIAX has underperformed FZANX with an annualized return of 4.08%, while FZANX has yielded a comparatively higher 4.74% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FNIAX has a 0.93% expense ratio, which is higher than FZANX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) and Fidelity Advisor New Insights Fund Class Z (FZANX). 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 0.28, which is comparable to the FZANX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of FNIAX and FZANX, 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%, which matches FZANX's 0.02% yield.

The maximum FNIAX drawdown since its inception was -49.52%, which is greater than FZANX's maximum drawdown of -43.47%. Use the drawdown chart below to compare losses from any high point for FNIAX and FZANX. For additional features, visit the drawdowns tool.

Fidelity Advisor New Insights Fund Class A (FNIAX) and Fidelity Advisor New Insights Fund Class Z (FZANX) have volatilities of 7.25% and 7.25%, 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.