FNICX vs. FZROX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class C (FNICX) and Fidelity ZERO Total Market Index Fund (FZROX).
FNICX is managed by Fidelity. It was launched on Jul 31, 2003. FZROX is managed by Fidelity.
Performance
FNICX vs. FZROX - Performance Comparison
Loading graphics...
FNICX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FNICX Fidelity Advisor New Insights Fund Class C | -7.67% | 19.70% | 33.94% | 34.88% | -26.87% | 23.48% | 22.72% | 28.17% | -13.78% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FNICX achieves a -7.67% return, which is significantly lower than FZROX's -6.77% 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%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FNICX vs. FZROX - Expense Ratio Comparison
FNICX has a 1.70% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FNICX vs. FZROX — Risk / Return Rank
FNICX
FZROX
FNICX vs. FZROX - 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 ZERO Total Market Index Fund (FZROX). 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.
| FNICX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.84 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.30 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.05 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.06 | 5.11 | +0.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FNICX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.84 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.60 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.61 | -0.05 |
Correlation
The correlation between FNICX and FZROX 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. FZROX - Dividend Comparison
FNICX's dividend yield for the trailing twelve months is around 14.79%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNICX vs. FZROX - Drawdown Comparison
The maximum FNICX drawdown since its inception was -50.18%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FNICX and FZROX.
Loading graphics...
Drawdown Indicators
| FNICX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.18% | -34.96% | -15.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -12.44% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -32.17% | -25.12% | -7.05% |
Max Drawdown (10Y)Largest decline over 10 years | -32.17% | — | — |
Current DrawdownCurrent decline from peak | -10.53% | -8.89% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -5.61% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.56% | +0.14% |
Volatility
FNICX vs. FZROX - Volatility Comparison
Fidelity Advisor New Insights Fund Class C (FNICX) has a higher volatility of 5.31% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.41%. This indicates that FNICX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FNICX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 4.41% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 9.34% | +1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.56% | 18.49% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.02% | 17.40% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 20.25% | -1.03% |