FZACX vs. FDTEX
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and Fidelity Advisor Diversified Stock Fund Class M (FDTEX).
FZACX is managed by Fidelity. It was launched on Aug 13, 2013. FDTEX is managed by Fidelity. It was launched on Jul 12, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZACX or FDTEX.
Correlation
The correlation between FZACX and FDTEX is 1.00, 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
FZACX vs. FDTEX - Performance Comparison
Key characteristics
FZACX:
-0.46
FDTEX:
-0.52
FZACX:
-0.47
FDTEX:
-0.55
FZACX:
0.93
FDTEX:
0.91
FZACX:
-0.36
FDTEX:
-0.41
FZACX:
-1.09
FDTEX:
-1.19
FZACX:
9.87%
FDTEX:
10.49%
FZACX:
23.42%
FDTEX:
23.96%
FZACX:
-37.65%
FDTEX:
-63.19%
FZACX:
-25.35%
FDTEX:
-26.50%
Returns By Period
The year-to-date returns for both stocks are quite close, with FZACX having a -12.59% return and FDTEX slightly lower at -12.77%. Over the past 10 years, FZACX has outperformed FDTEX with an annualized return of 3.96%, while FDTEX has yielded a comparatively lower 2.72% annualized return.
FZACX
-12.59%
-7.42%
-21.95%
-9.71%
5.54%
3.96%
FDTEX
-12.77%
-7.47%
-23.19%
-11.45%
4.07%
2.72%
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FZACX vs. FDTEX - Expense Ratio Comparison
FZACX has a 0.48% expense ratio, which is lower than FDTEX's 1.13% expense ratio.
Risk-Adjusted Performance
FZACX vs. FDTEX — Risk-Adjusted Performance Rank
FZACX
FDTEX
FZACX vs. FDTEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and Fidelity Advisor Diversified Stock Fund Class M (FDTEX). 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
FZACX vs. FDTEX - Dividend Comparison
FZACX's dividend yield for the trailing twelve months is around 0.66%, while FDTEX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZACX Fidelity Advisor Diversified Stock Fund Class Z | 0.66% | 0.57% | 0.52% | 0.80% | 0.54% | 0.47% | 0.77% | 0.77% | 1.33% | 1.56% | 1.72% | 11.11% |
FDTEX Fidelity Advisor Diversified Stock Fund Class M | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.11% | 0.00% | 0.69% | 1.00% | 0.99% | 10.36% |
Drawdowns
FZACX vs. FDTEX - Drawdown Comparison
The maximum FZACX drawdown since its inception was -37.65%, smaller than the maximum FDTEX drawdown of -63.19%. Use the drawdown chart below to compare losses from any high point for FZACX and FDTEX. For additional features, visit the drawdowns tool.
Volatility
FZACX vs. FDTEX - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and Fidelity Advisor Diversified Stock Fund Class M (FDTEX) have volatilities of 13.69% and 13.72%, 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.