FZADX vs. FNILX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Fidelity ZERO Large Cap Index Fund (FNILX).
FZADX is managed by Fidelity. It was launched on Aug 13, 2013. FNILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZADX or FNILX.
Correlation
The correlation between FZADX and FNILX is 0.90, 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
FZADX vs. FNILX - Performance Comparison
Key characteristics
FZADX:
1.04
FNILX:
1.91
FZADX:
1.38
FNILX:
2.56
FZADX:
1.21
FNILX:
1.35
FZADX:
1.73
FNILX:
2.87
FZADX:
4.97
FNILX:
11.90
FZADX:
3.62%
FNILX:
2.08%
FZADX:
17.34%
FNILX:
13.00%
FZADX:
-47.36%
FNILX:
-33.75%
FZADX:
-6.39%
FNILX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FZADX having a 4.47% return and FNILX slightly higher at 4.54%.
FZADX
4.47%
0.04%
2.51%
17.79%
8.12%
4.51%
FNILX
4.54%
2.34%
10.90%
24.66%
14.57%
N/A
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FZADX vs. FNILX - Expense Ratio Comparison
FZADX has a 0.45% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Risk-Adjusted Performance
FZADX vs. FNILX — Risk-Adjusted Performance Rank
FZADX
FNILX
FZADX vs. FNILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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
FZADX vs. FNILX - Dividend Comparison
FZADX's dividend yield for the trailing twelve months is around 0.96%, less than FNILX's 1.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 0.96% | 1.01% | 1.34% | 2.01% | 0.93% | 1.67% | 1.70% | 2.33% | 1.82% | 1.47% | 2.20% | 10.63% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.04% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FZADX vs. FNILX - Drawdown Comparison
The maximum FZADX drawdown since its inception was -47.36%, which is greater than FNILX's maximum drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for FZADX and FNILX. For additional features, visit the drawdowns tool.
Volatility
FZADX vs. FNILX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class Z (FZADX) has a higher volatility of 6.20% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 3.22%. This indicates that FZADX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.