FSIDX vs. FRIAX
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Franklin Income Fund Advisor Class (FRIAX).
FSIDX is managed by Fidelity. It was launched on Dec 23, 2003. FRIAX is managed by Franklin Templeton. It was launched on Aug 28, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSIDX or FRIAX.
Correlation
The correlation between FSIDX and FRIAX is 0.75, 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
FSIDX vs. FRIAX - Performance Comparison
Key characteristics
FSIDX:
1.42
FRIAX:
2.01
FSIDX:
1.94
FRIAX:
2.90
FSIDX:
1.26
FRIAX:
1.42
FSIDX:
1.21
FRIAX:
3.09
FSIDX:
4.60
FRIAX:
9.80
FSIDX:
2.73%
FRIAX:
1.17%
FSIDX:
8.83%
FRIAX:
5.70%
FSIDX:
-58.58%
FRIAX:
-44.47%
FSIDX:
-4.36%
FRIAX:
-0.69%
Returns By Period
In the year-to-date period, FSIDX achieves a 3.70% return, which is significantly higher than FRIAX's 2.24% return. Over the past 10 years, FSIDX has underperformed FRIAX with an annualized return of 4.39%, while FRIAX has yielded a comparatively higher 5.37% annualized return.
FSIDX
3.70%
1.76%
2.11%
11.09%
4.57%
4.39%
FRIAX
2.24%
0.89%
1.95%
10.45%
6.17%
5.37%
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FSIDX vs. FRIAX - Expense Ratio Comparison
FSIDX has a 0.72% expense ratio, which is higher than FRIAX's 0.46% expense ratio.
Risk-Adjusted Performance
FSIDX vs. FRIAX — Risk-Adjusted Performance Rank
FSIDX
FRIAX
FSIDX vs. FRIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Franklin Income Fund Advisor Class (FRIAX). 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
FSIDX vs. FRIAX - Dividend Comparison
FSIDX's dividend yield for the trailing twelve months is around 2.45%, less than FRIAX's 5.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 2.45% | 2.54% | 2.80% | 2.63% | 2.20% | 2.64% | 2.16% | 3.34% | 2.72% | 2.77% | 4.39% | 9.15% |
FRIAX Franklin Income Fund Advisor Class | 5.57% | 5.64% | 5.71% | 5.60% | 4.80% | 5.26% | 5.15% | 5.67% | 5.08% | 5.25% | 5.77% | 5.08% |
Drawdowns
FSIDX vs. FRIAX - Drawdown Comparison
The maximum FSIDX drawdown since its inception was -58.58%, which is greater than FRIAX's maximum drawdown of -44.47%. Use the drawdown chart below to compare losses from any high point for FSIDX and FRIAX. For additional features, visit the drawdowns tool.
Volatility
FSIDX vs. FRIAX - Volatility Comparison
Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) has a higher volatility of 2.33% compared to Franklin Income Fund Advisor Class (FRIAX) at 1.80%. This indicates that FSIDX's price experiences larger fluctuations and is considered to be riskier than FRIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.