FXAIX vs. FNCMX

In the year-to-date period, FXAIX achieves a -2.95% return, which is significantly higher than FNCMX's -6.77% return. Over the past 10 years, FXAIX has underperformed FNCMX with an annualized return of 12.37%, while FNCMX has yielded a comparatively higher 14.24% annualized return.

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FXAIX has a 0.02% expense ratio, which is lower than FNCMX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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.

The current FXAIX Sharpe Ratio is 0.74, which is comparable to the FNCMX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of FXAIX and FNCMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FXAIX's dividend yield for the trailing twelve months is around 1.31%, more than FNCMX's 0.65% yield.

The maximum FXAIX drawdown since its inception was -33.79%, smaller than the maximum FNCMX drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for FXAIX and FNCMX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity 500 Index Fund (FXAIX) is 14.31%, while Fidelity NASDAQ Composite Index Fund (FNCMX) has a volatility of 17.06%. This indicates that FXAIX experiences smaller price fluctuations and is considered to be less risky than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.