FNITX vs. FFLC
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class M (FNITX) and Fidelity Fundamental Large Cap Core ETF (FFLC).
FNITX is managed by Fidelity. It was launched on Jul 31, 2003. FFLC is an actively managed fund by Fidelity. It was launched on Jun 2, 2020.
Performance
FNITX vs. FFLC - Performance Comparison
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FNITX vs. FFLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FNITX Fidelity Advisor New Insights Fund Class M | -7.56% | 22.36% | 34.61% | 35.61% | -26.67% | 24.10% | 22.85% |
FFLC Fidelity Fundamental Large Cap Core ETF | -3.67% | 17.67% | 27.89% | 25.07% | -0.04% | 24.53% | 18.76% |
Returns By Period
In the year-to-date period, FNITX achieves a -7.56% return, which is significantly lower than FFLC's -3.67% return.
FNITX
- 1D
- -0.54%
- 1M
- -9.30%
- YTD
- -7.56%
- 6M
- -4.32%
- 1Y
- 19.87%
- 3Y*
- 23.36%
- 5Y*
- 12.89%
- 10Y*
- 14.45%
FFLC
- 1D
- 3.48%
- 1M
- -5.49%
- YTD
- -3.67%
- 6M
- -0.80%
- 1Y
- 19.26%
- 3Y*
- 19.56%
- 5Y*
- 14.40%
- 10Y*
- —
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FNITX vs. FFLC - Expense Ratio Comparison
FNITX has a 1.18% expense ratio, which is higher than FFLC's 0.38% expense ratio.
Return for Risk
FNITX vs. FFLC — Risk / Return Rank
FNITX
FFLC
FNITX vs. FFLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class M (FNITX) and Fidelity Fundamental Large Cap Core ETF (FFLC). 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.
| FNITX | FFLC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.04 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.55 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.65 | -0.09 |
Martin ratioReturn relative to average drawdown | 6.32 | 7.14 | -0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FNITX | FFLC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.04 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.85 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 1.04 | -0.46 |
Correlation
The correlation between FNITX and FFLC is 0.79, 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
FNITX vs. FFLC - Dividend Comparison
FNITX's dividend yield for the trailing twelve months is around 11.07%, more than FFLC's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNITX Fidelity Advisor New Insights Fund Class M | 11.07% | 11.08% | 6.33% | 6.43% | 18.00% | 13.42% | 8.54% | 6.62% | 14.33% | 7.86% | 4.99% | 4.45% |
FFLC Fidelity Fundamental Large Cap Core ETF | 1.14% | 1.10% | 0.82% | 0.57% | 1.67% | 1.68% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNITX vs. FFLC - Drawdown Comparison
The maximum FNITX drawdown since its inception was -49.84%, which is greater than FFLC's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for FNITX and FFLC.
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Drawdown Indicators
| FNITX | FFLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.84% | -19.72% | -30.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -11.92% | +1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -32.06% | -19.72% | -12.34% |
Max Drawdown (10Y)Largest decline over 10 years | -32.06% | — | — |
Current DrawdownCurrent decline from peak | -10.45% | -6.85% | -3.60% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -3.05% | -4.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.76% | -0.08% |
Volatility
FNITX vs. FFLC - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class M (FNITX) is 5.28%, while Fidelity Fundamental Large Cap Core ETF (FFLC) has a volatility of 6.13%. This indicates that FNITX experiences smaller price fluctuations and is considered to be less risky than FFLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNITX | FFLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 6.13% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 10.24% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 18.67% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 16.94% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.21% | 17.78% | +1.43% |