FNIAX vs. SWLGX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class A (FNIAX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
FNIAX is managed by Fidelity. It was launched on Jul 31, 2003. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNIAX or SWLGX.
Correlation
The correlation between FNIAX and SWLGX is 0.96, 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. SWLGX - Performance Comparison
Key characteristics
FNIAX:
1.61
SWLGX:
1.73
FNIAX:
2.15
SWLGX:
2.29
FNIAX:
1.30
SWLGX:
1.31
FNIAX:
0.97
SWLGX:
2.31
FNIAX:
7.92
SWLGX:
8.81
FNIAX:
3.29%
SWLGX:
3.44%
FNIAX:
16.26%
SWLGX:
17.53%
FNIAX:
-49.52%
SWLGX:
-33.28%
FNIAX:
-8.22%
SWLGX:
-5.52%
Returns By Period
In the year-to-date period, FNIAX achieves a 0.19% return, which is significantly higher than SWLGX's -1.53% return.
FNIAX
0.19%
-2.76%
0.63%
25.81%
4.97%
5.08%
SWLGX
-1.53%
-4.42%
5.08%
30.15%
17.32%
N/A
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FNIAX vs. SWLGX - Expense Ratio Comparison
FNIAX has a 0.93% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
FNIAX vs. SWLGX — Risk-Adjusted Performance Rank
FNIAX
SWLGX
FNIAX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class A (FNIAX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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. SWLGX - Dividend Comparison
FNIAX's dividend yield for the trailing twelve months is around 0.04%, less than SWLGX's 0.53% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.53% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNIAX vs. SWLGX - Drawdown Comparison
The maximum FNIAX drawdown since its inception was -49.52%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for FNIAX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
FNIAX vs. SWLGX - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class A (FNIAX) is 4.83%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.75%. This indicates that FNIAX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.