FNILX vs. FXAIX

The year-to-date returns for both investments are quite close, with FNILX having a -6.55% return and FXAIX slightly higher at -6.41%.

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FNILX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO Large Cap Index Fund (FNILX) and Fidelity 500 Index Fund (FXAIX). 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 FNILX Sharpe Ratio is 0.57, which is comparable to the FXAIX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of FNILX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNILX's dividend yield for the trailing twelve months is around 1.17%, less than FXAIX's 1.36% yield.

The maximum FNILX drawdown since its inception was -33.75%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FNILX and FXAIX. For additional features, visit the drawdowns tool.

Fidelity ZERO Large Cap Index Fund (FNILX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 14.30% and 14.39%, 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.