FZACX vs. POSKX

In the year-to-date period, FZACX achieves a -3.39% return, which is significantly lower than POSKX's 0.48% return. Over the past 10 years, FZACX has outperformed POSKX with an annualized return of 4.87%, while POSKX has yielded a comparatively lower 4.26% annualized return.

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FZACX has a 0.48% expense ratio, which is lower than POSKX's 0.65% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and PrimeCap Odyssey Stock Fund (POSKX). 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 -0.18, which is higher than the POSKX Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of FZACX and POSKX, 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 0.59%, less than POSKX's 1.10% yield.

The maximum FZACX drawdown since its inception was -37.65%, smaller than the maximum POSKX drawdown of -50.61%. Use the drawdown chart below to compare losses from any high point for FZACX and POSKX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) is 5.97%, while PrimeCap Odyssey Stock Fund (POSKX) has a volatility of 6.54%. This indicates that FZACX experiences smaller price fluctuations and is considered to be less risky than POSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.