FNICX vs. VOO
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class C (FNICX) and Vanguard S&P 500 ETF (VOO).
FNICX is managed by Fidelity. It was launched on Jul 31, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNICX or VOO.
Correlation
The correlation between FNICX and VOO 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.
Performance
FNICX vs. VOO - Performance Comparison
Key characteristics
FNICX:
1.05
VOO:
1.88
FNICX:
1.41
VOO:
2.53
FNICX:
1.20
VOO:
1.35
FNICX:
0.62
VOO:
2.81
FNICX:
4.27
VOO:
11.78
FNICX:
4.15%
VOO:
2.02%
FNICX:
16.95%
VOO:
12.67%
FNICX:
-50.15%
VOO:
-33.99%
FNICX:
-14.56%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FNICX having a 4.59% return and VOO slightly higher at 4.61%. Over the past 10 years, FNICX has underperformed VOO with an annualized return of 2.43%, while VOO has yielded a comparatively higher 13.30% annualized return.
FNICX
4.59%
1.53%
3.54%
19.32%
2.43%
2.43%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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FNICX vs. VOO - Expense Ratio Comparison
FNICX has a 1.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FNICX vs. VOO — Risk-Adjusted Performance Rank
FNICX
VOO
FNICX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class C (FNICX) and Vanguard S&P 500 ETF (VOO). 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
FNICX vs. VOO - Dividend Comparison
FNICX's dividend yield for the trailing twelve months is around 0.03%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNICX Fidelity Advisor New Insights Fund Class C | 0.03% | 0.05% | 0.01% | 2.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.65% | 8.25% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FNICX vs. VOO - Drawdown Comparison
The maximum FNICX drawdown since its inception was -50.15%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FNICX and VOO. For additional features, visit the drawdowns tool.
Volatility
FNICX vs. VOO - Volatility Comparison
Fidelity Advisor New Insights Fund Class C (FNICX) has a higher volatility of 5.16% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that FNICX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.