FVIFX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Value Fund Class I (FVIFX) and Fidelity ZERO Total Market Index Fund (FZROX).
FVIFX is managed by Fidelity. It was launched on Dec 23, 2003. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FVIFX or FZROX.
Correlation
The correlation between FVIFX and FZROX is 0.81, 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
FVIFX vs. FZROX - Performance Comparison
Key characteristics
FVIFX:
-0.56
FZROX:
0.55
FVIFX:
-0.62
FZROX:
0.89
FVIFX:
0.91
FZROX:
1.13
FVIFX:
-0.41
FZROX:
0.56
FVIFX:
-1.07
FZROX:
2.24
FVIFX:
12.24%
FZROX:
4.85%
FVIFX:
23.66%
FZROX:
19.77%
FVIFX:
-66.70%
FZROX:
-34.96%
FVIFX:
-24.11%
FZROX:
-9.71%
Returns By Period
In the year-to-date period, FVIFX achieves a -8.73% return, which is significantly lower than FZROX's -5.55% return.
FVIFX
-8.73%
-3.50%
-17.96%
-13.95%
14.03%
4.55%
FZROX
-5.55%
-0.31%
-4.35%
9.36%
15.20%
N/A
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FVIFX vs. FZROX - Expense Ratio Comparison
FVIFX has a 0.90% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
FVIFX vs. FZROX — Risk-Adjusted Performance Rank
FVIFX
FZROX
FVIFX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Fund Class I (FVIFX) and Fidelity ZERO Total Market Index Fund (FZROX). 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
FVIFX vs. FZROX - Dividend Comparison
FVIFX's dividend yield for the trailing twelve months is around 13.89%, more than FZROX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVIFX Fidelity Advisor Value Fund Class I | 13.89% | 12.68% | 1.05% | 0.64% | 4.68% | 0.68% | 3.33% | 15.05% | 3.49% | 0.91% | 3.52% | 1.10% |
FZROX Fidelity ZERO Total Market Index Fund | 1.23% | 1.16% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FVIFX vs. FZROX - Drawdown Comparison
The maximum FVIFX drawdown since its inception was -66.70%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FVIFX and FZROX. For additional features, visit the drawdowns tool.
Volatility
FVIFX vs. FZROX - Volatility Comparison
Fidelity Advisor Value Fund Class I (FVIFX) and Fidelity ZERO Total Market Index Fund (FZROX) have volatilities of 14.55% and 14.26%, 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.