FWCFX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class C (FWCFX) and Fidelity 500 Index Fund (FXAIX).
FWCFX is managed by Fidelity. It was launched on Feb 19, 2009. 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
FWCFX vs. FXAIX - Performance Comparison
Loading graphics...
FWCFX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWCFX Fidelity Advisor Worldwide Fund Class C | -7.06% | 14.91% | 47.60% | 23.61% | -26.54% | 17.21% | 29.53% | 27.53% | -5.55% | 28.20% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
The year-to-date returns for both investments are quite close, with FWCFX having a -7.06% return and FXAIX slightly higher at -7.05%. Over the past 10 years, FWCFX has underperformed FXAIX with an annualized return of 13.01%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FWCFX
- 1D
- -1.23%
- 1M
- -10.46%
- YTD
- -7.06%
- 6M
- -5.88%
- 1Y
- 16.65%
- 3Y*
- 22.27%
- 5Y*
- 10.46%
- 10Y*
- 13.01%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FWCFX vs. FXAIX - Expense Ratio Comparison
FWCFX has a 2.08% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FWCFX vs. FXAIX — Risk / Return Rank
FWCFX
FXAIX
FWCFX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class C (FWCFX) 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.
| FWCFX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.84 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.30 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.05 | +0.11 |
Martin ratioReturn relative to average drawdown | 4.55 | 5.13 | -0.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FWCFX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.84 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.68 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.77 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.75 | -0.07 |
Correlation
The correlation between FWCFX and FXAIX is 0.92, 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
FWCFX vs. FXAIX - Dividend Comparison
FWCFX's dividend yield for the trailing twelve months is around 13.04%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWCFX Fidelity Advisor Worldwide Fund Class C | 13.04% | 12.12% | 29.90% | 0.00% | 5.87% | 12.44% | 7.99% | 4.46% | 9.67% | 6.44% | 0.05% | 3.47% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FWCFX vs. FXAIX - Drawdown Comparison
The maximum FWCFX drawdown since its inception was -34.39%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FWCFX and FXAIX.
Loading graphics...
Drawdown Indicators
| FWCFX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -33.79% | -0.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -12.13% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -34.39% | -24.50% | -9.89% |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | -33.79% | -0.60% |
Current DrawdownCurrent decline from peak | -11.83% | -8.89% | -2.94% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -3.83% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.50% | +0.53% |
Volatility
FWCFX vs. FXAIX - Volatility Comparison
Fidelity Advisor Worldwide Fund Class C (FWCFX) has a higher volatility of 6.87% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FWCFX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FWCFX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 4.24% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 12.92% | 9.08% | +3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.95% | 18.13% | +1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.17% | 16.88% | +3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.39% | 18.03% | +1.36% |