FSTAX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class A (FSTAX) and Fidelity 500 Index Fund (FXAIX).
FSTAX is managed by Fidelity. It was launched on Sep 3, 1996. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTAX or FXAIX.
Correlation
The correlation between FSTAX and FXAIX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSTAX vs. FXAIX - Performance Comparison
Key characteristics
FSTAX:
1.72
FXAIX:
1.88
FSTAX:
2.51
FXAIX:
2.51
FSTAX:
1.32
FXAIX:
1.35
FSTAX:
1.00
FXAIX:
2.83
FSTAX:
7.79
FXAIX:
11.87
FSTAX:
0.82%
FXAIX:
2.02%
FSTAX:
3.73%
FXAIX:
12.77%
FSTAX:
-17.81%
FXAIX:
-33.79%
FSTAX:
-2.33%
FXAIX:
-3.94%
Returns By Period
In the year-to-date period, FSTAX achieves a -0.53% return, which is significantly higher than FXAIX's -0.62% return. Over the past 10 years, FSTAX has underperformed FXAIX with an annualized return of 2.85%, while FXAIX has yielded a comparatively higher 13.08% annualized return.
FSTAX
-0.53%
-1.32%
1.43%
5.51%
1.67%
2.85%
FXAIX
-0.62%
-3.35%
3.79%
23.82%
13.82%
13.08%
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FSTAX vs. FXAIX - Expense Ratio Comparison
FSTAX has a 0.97% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FSTAX vs. FXAIX — Risk-Adjusted Performance Rank
FSTAX
FXAIX
FSTAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class A (FSTAX) 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.
Dividends
FSTAX vs. FXAIX - Dividend Comparison
FSTAX's dividend yield for the trailing twelve months is around 3.94%, more than FXAIX's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.94% | 3.92% | 4.03% | 3.37% | 2.44% | 3.06% | 3.17% | 3.39% | 2.87% | 3.23% | 3.45% | 5.08% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FSTAX vs. FXAIX - Drawdown Comparison
The maximum FSTAX drawdown since its inception was -17.81%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSTAX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FSTAX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class A (FSTAX) is 1.24%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.57%. This indicates that FSTAX 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.