FZACX vs. FDTEX

The year-to-date returns for both stocks are quite close, with FZACX having a -6.20% return and FDTEX slightly lower at -6.44%. Over the past 10 years, FZACX has outperformed FDTEX with an annualized return of 4.65%, while FDTEX has yielded a comparatively lower 3.40% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FZACX has a 0.48% expense ratio, which is lower than FDTEX's 1.13% expense ratio.

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.

The current FZACX Sharpe Ratio is -0.30, which is comparable to the FDTEX Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of FZACX and FDTEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZACX's dividend yield for the trailing twelve months is around 0.61%, while FDTEX has not paid dividends to shareholders.

The maximum FZACX drawdown since its inception was -37.65%, smaller than the maximum FDTEX drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for FZACX and FDTEX. For additional features, visit the drawdowns tool.

Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and Fidelity Advisor Diversified Stock Fund Class M (FDTEX) have volatilities of 6.47% and 6.48%, 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.