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FNICX vs. FNCMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FNICX vs. FNCMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor New Insights Fund Class C (FNICX) and Fidelity NASDAQ Composite Index Fund (FNCMX). The values are adjusted to include any dividend payments, if applicable.

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FNICX vs. FNCMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FNICX
Fidelity Advisor New Insights Fund Class C
-7.67%19.70%33.94%34.88%-26.87%23.48%22.72%28.17%-5.40%27.10%
FNCMX
Fidelity NASDAQ Composite Index Fund
-10.43%21.11%29.48%45.13%-32.40%22.21%44.57%36.63%-3.07%28.35%

Returns By Period

In the year-to-date period, FNICX achieves a -7.67% return, which is significantly higher than FNCMX's -10.43% return. Over the past 10 years, FNICX has underperformed FNCMX with an annualized return of 13.70%, while FNCMX has yielded a comparatively higher 16.42% annualized return.


FNICX

1D
-0.52%
1M
-9.33%
YTD
-7.67%
6M
-4.56%
1Y
19.27%
3Y*
22.04%
5Y*
12.00%
10Y*
13.70%

FNCMX

1D
-0.73%
1M
-8.22%
YTD
-10.43%
6M
-8.01%
1Y
20.91%
3Y*
20.31%
5Y*
10.35%
10Y*
16.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FNICX vs. FNCMX - Expense Ratio Comparison

FNICX has a 1.70% expense ratio, which is higher than FNCMX's 0.29% expense ratio.


Return for Risk

FNICX vs. FNCMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FNICX
FNICX Risk / Return Rank: 5959
Overall Rank
FNICX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
FNICX Sortino Ratio Rank: 5757
Sortino Ratio Rank
FNICX Omega Ratio Rank: 5656
Omega Ratio Rank
FNICX Calmar Ratio Rank: 6666
Calmar Ratio Rank
FNICX Martin Ratio Rank: 6464
Martin Ratio Rank

FNCMX
FNCMX Risk / Return Rank: 5353
Overall Rank
FNCMX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
FNCMX Sortino Ratio Rank: 5555
Sortino Ratio Rank
FNCMX Omega Ratio Rank: 5353
Omega Ratio Rank
FNCMX Calmar Ratio Rank: 5757
Calmar Ratio Rank
FNCMX Martin Ratio Rank: 5050
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FNICX vs. FNCMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class C (FNICX) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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.


FNICXFNCMXDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.91

+0.09

Sortino ratio

Return per unit of downside risk

1.51

1.44

+0.07

Omega ratio

Gain probability vs. loss probability

1.22

1.20

+0.01

Calmar ratio

Return relative to maximum drawdown

1.51

1.32

+0.19

Martin ratio

Return relative to average drawdown

6.06

4.92

+1.14

FNICX vs. FNCMX - Sharpe Ratio Comparison

The current FNICX Sharpe Ratio is 0.99, which is comparable to the FNCMX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of FNICX and FNCMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FNICXFNCMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.91

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.46

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.75

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.52

+0.03

Correlation

The correlation between FNICX and FNCMX 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.


Dividends

FNICX vs. FNCMX - Dividend Comparison

FNICX's dividend yield for the trailing twelve months is around 14.79%, more than FNCMX's 0.57% yield.


TTM20252024202320222021202020192018201720162015
FNICX
Fidelity Advisor New Insights Fund Class C
14.79%13.07%8.12%8.07%21.87%15.96%9.88%7.53%16.07%8.64%4.45%4.78%
FNCMX
Fidelity NASDAQ Composite Index Fund
0.57%0.51%0.61%0.67%0.88%0.47%0.67%4.41%1.93%0.03%1.01%1.50%

Drawdowns

FNICX vs. FNCMX - Drawdown Comparison

The maximum FNICX drawdown since its inception was -50.18%, smaller than the maximum FNCMX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for FNICX and FNCMX.


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Drawdown Indicators


FNICXFNCMXDifference

Max Drawdown

Largest peak-to-trough decline

-50.18%

-55.08%

+4.90%

Max Drawdown (1Y)

Largest decline over 1 year

-10.85%

-13.25%

+2.40%

Max Drawdown (5Y)

Largest decline over 5 years

-32.17%

-35.64%

+3.47%

Max Drawdown (10Y)

Largest decline over 10 years

-32.17%

-35.64%

+3.47%

Current Drawdown

Current decline from peak

-10.53%

-13.01%

+2.48%

Average Drawdown

Average peak-to-trough decline

-7.65%

-7.91%

+0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.70%

3.56%

-0.86%

Volatility

FNICX vs. FNCMX - Volatility Comparison

The current volatility for Fidelity Advisor New Insights Fund Class C (FNICX) is 5.31%, while Fidelity NASDAQ Composite Index Fund (FNCMX) has a volatility of 5.63%. This indicates that FNICX experiences smaller price fluctuations and is considered to be less risky than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FNICXFNCMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.31%

5.63%

-0.32%

Volatility (6M)

Calculated over the trailing 6-month period

10.85%

12.48%

-1.63%

Volatility (1Y)

Calculated over the trailing 1-year period

19.56%

23.06%

-3.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.02%

22.42%

-3.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.22%

21.97%

-2.75%