FSJHX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Stock Selector All Cap Fund Class M (FSJHX) and Fidelity 500 Index Fund (FXAIX).
FSJHX is managed by Fidelity. It was launched on Oct 23, 2012. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FSJHX vs. FXAIX - Performance Comparison
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FSJHX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSJHX Fidelity Advisor Stock Selector All Cap Fund Class M | -5.99% | 18.24% | 19.15% | 26.28% | -19.99% | 22.49% | 24.23% | 31.49% | -9.13% | 24.43% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FSJHX achieves a -5.99% return, which is significantly lower than FXAIX's -4.34% return. Over the past 10 years, FSJHX has underperformed FXAIX with an annualized return of 12.75%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
FSJHX
- 1D
- -0.70%
- 1M
- -8.08%
- YTD
- -5.99%
- 6M
- -2.29%
- 1Y
- 18.82%
- 3Y*
- 15.66%
- 5Y*
- 9.09%
- 10Y*
- 12.75%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FSJHX vs. FXAIX - Expense Ratio Comparison
FSJHX has a 1.21% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FSJHX vs. FXAIX — Risk / Return Rank
FSJHX
FXAIX
FSJHX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector All Cap Fund Class M (FSJHX) 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.
| FSJHX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.97 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.49 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.52 | -0.16 |
Martin ratioReturn relative to average drawdown | 6.55 | 7.30 | -0.74 |
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
| FSJHX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.97 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.70 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.76 | -0.05 |
Correlation
The correlation between FSJHX and FXAIX is 0.98, 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
FSJHX vs. FXAIX - Dividend Comparison
FSJHX's dividend yield for the trailing twelve months is around 4.54%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSJHX Fidelity Advisor Stock Selector All Cap Fund Class M | 4.54% | 4.26% | 4.26% | 1.54% | 0.23% | 0.82% | 4.71% | 5.50% | 3.73% | 3.06% | 0.44% | 4.46% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FSJHX vs. FXAIX - Drawdown Comparison
The maximum FSJHX drawdown since its inception was -34.41%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSJHX and FXAIX.
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Drawdown Indicators
| FSJHX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.41% | -33.79% | -0.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -12.13% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -25.62% | -24.50% | -1.12% |
Max Drawdown (10Y)Largest decline over 10 years | -34.41% | -33.79% | -0.62% |
Current DrawdownCurrent decline from peak | -9.25% | -6.23% | -3.02% |
Average DrawdownAverage peak-to-trough decline | -4.62% | -3.83% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.53% | +0.02% |
Volatility
FSJHX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector All Cap Fund Class M (FSJHX) is 4.97%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 5.34%. This indicates that FSJHX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSJHX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.34% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 9.53% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.73% | 18.32% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 16.92% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 18.05% | +0.45% |