FZAAX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class Z (FZAAX) and Fidelity 500 Index Fund (FXAIX).
FZAAX is managed by Fidelity. It was launched on Aug 13, 2013. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAAX or FXAIX.
Correlation
The correlation between FZAAX and FXAIX 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.
Performance
FZAAX vs. FXAIX - Performance Comparison
Key characteristics
Returns By Period
FZAAX
N/A
N/A
N/A
N/A
N/A
N/A
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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FZAAX vs. FXAIX - Expense Ratio Comparison
FZAAX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FZAAX vs. FXAIX — Risk-Adjusted Performance Rank
FZAAX
FXAIX
FZAAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class Z (FZAAX) 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
FZAAX vs. FXAIX - Dividend Comparison
FZAAX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAAX Fidelity Advisor Balanced Fund Class Z | 4.03% | 4.03% | 1.70% | 1.47% | 0.83% | 1.25% | 1.63% | 1.78% | 1.59% | 1.55% | 5.74% | 8.42% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FZAAX vs. FXAIX - Drawdown Comparison
Volatility
FZAAX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class Z (FZAAX) is 0.00%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.00%. This indicates that FZAAX 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.