FTRIX vs. EVSAX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Allspring Disciplined U.S. Core Fund (EVSAX).

FTRIX is managed by Fidelity. It was launched on Feb 5, 2008. EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990.

Performance

FTRIX vs. EVSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Allspring Disciplined U.S. Core Fund (EVSAX). The values are adjusted to include any dividend payments, if applicable.

FTRIX vs. EVSAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FTRIX Fidelity Advisor Mega Cap Stock Fund Class I	-5.12%	26.92%	26.00%	26.46%	-9.00%	26.26%	12.96%	31.06%	-7.43%	17.82%
EVSAX Allspring Disciplined U.S. Core Fund	-6.75%	18.65%	29.20%	25.97%	-18.21%	30.35%	15.95%	31.87%	-8.43%	20.47%

Returns By Period

In the year-to-date period, FTRIX achieves a -5.12% return, which is significantly higher than EVSAX's -6.75% return. Over the past 10 years, FTRIX has outperformed EVSAX with an annualized return of 15.06%, while EVSAX has yielded a comparatively lower 13.47% annualized return.

FTRIX

• 1D: -0.57%
• 1M: -7.42%
• YTD: -5.12%
• 6M: -0.56%
• 1Y: 23.01%
• 3Y*: 21.19%
• 5Y*: 14.53%
• 10Y*: 15.06%

EVSAX

• 1D: -0.45%
• 1M: -7.07%
• YTD: -6.75%
• 6M: -4.32%
• 1Y: 16.66%
• 3Y*: 18.72%
• 5Y*: 12.23%
• 10Y*: 13.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FTRIX vs. EVSAX - Expense Ratio Comparison

FTRIX has a 0.65% expense ratio, which is lower than EVSAX's 0.86% expense ratio.

EVSAX

Allspring Disciplined U.S. Core Fund

FTRIX

Fidelity Advisor Mega Cap Stock Fund Class I

Return for Risk

FTRIX vs. EVSAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTRIX

FTRIX Risk / Return Rank: 76
FTRIX Sharpe Ratio Rank: 73
FTRIX Sortino Ratio Rank: 75
FTRIX Omega Ratio Rank: 78
FTRIX Calmar Ratio Rank: 74
FTRIX Martin Ratio Rank: 82

EVSAX

EVSAX Risk / Return Rank: 56
EVSAX Sharpe Ratio Rank: 50
EVSAX Sortino Ratio Rank: 55
EVSAX Omega Ratio Rank: 56
EVSAX Calmar Ratio Rank: 53
EVSAX Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FTRIX vs. EVSAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Allspring Disciplined U.S. Core Fund (EVSAX). 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.

	FTRIX	EVSAX	Difference
Sharpe ratio Return per unit of total volatility	1.30	0.96	+0.34
Sortino ratio Return per unit of downside risk	1.86	1.46	+0.40
Omega ratio Gain probability vs. loss probability	1.30	1.22	+0.08
Calmar ratio Return relative to maximum drawdown	1.73	1.28	+0.46
Martin ratio Return relative to average drawdown	8.13	6.18	+1.94
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FTRIX vs. EVSAX - Sharpe Ratio Comparison

The current FTRIX Sharpe Ratio is 1.30, which is higher than the EVSAX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of FTRIX and EVSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FTRIX	EVSAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.30	0.96	+0.34
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.88	0.70	+0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.83	0.74	+0.10
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.47	+0.10

Correlation

The correlation between FTRIX and EVSAX is 0.95, 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

FTRIX vs. EVSAX - Dividend Comparison

FTRIX's dividend yield for the trailing twelve months is around 4.12%, less than EVSAX's 5.94% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTRIX Fidelity Advisor Mega Cap Stock Fund Class I	4.12%	3.91%	2.68%	2.09%	4.38%	4.75%	8.02%	12.76%	21.72%	16.33%	1.96%	4.15%
EVSAX Allspring Disciplined U.S. Core Fund	5.94%	5.54%	6.61%	9.22%	14.46%	8.22%	9.22%	6.68%	7.11%	4.31%	2.43%	11.99%

Drawdowns

FTRIX vs. EVSAX - Drawdown Comparison

The maximum FTRIX drawdown since its inception was -52.46%, roughly equal to the maximum EVSAX drawdown of -53.73%. Use the drawdown chart below to compare losses from any high point for FTRIX and EVSAX.

Drawdown Indicators

	FTRIX	EVSAX	Difference
Max Drawdown Largest peak-to-trough decline	-52.46%	-53.73%	+1.27%
Max Drawdown (1Y) Largest decline over 1 year	-12.15%	-11.69%	-0.46%
Max Drawdown (5Y) Largest decline over 5 years	-23.31%	-27.72%	+4.41%
Max Drawdown (10Y) Largest decline over 10 years	-35.22%	-33.03%	-2.19%
Current Drawdown Current decline from peak	-9.01%	-8.65%	-0.36%
Average Drawdown Average peak-to-trough decline	-6.59%	-9.78%	+3.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.60%	2.42%	+0.18%

Volatility

FTRIX vs. EVSAX - Volatility Comparison

Fidelity Advisor Mega Cap Stock Fund Class I (FTRIX) and Allspring Disciplined U.S. Core Fund (EVSAX) have volatilities of 4.35% and 4.18%, 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.

Volatility by Period

	FTRIX	EVSAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.35%	4.18%	+0.17%
Volatility (6M) Calculated over the trailing 6-month period	9.25%	9.37%	-0.12%
Volatility (1Y) Calculated over the trailing 1-year period	18.16%	18.15%	+0.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.66%	17.54%	-0.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.10%	18.35%	-0.25%