FZAFX vs. FSKAX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and Fidelity Total Market Index Fund (FSKAX).
FZAFX is managed by Fidelity. It was launched on Aug 13, 2013. FSKAX is managed by Fidelity.
Performance
FZAFX vs. FSKAX - Performance Comparison
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FZAFX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAFX Fidelity Advisor Equity Growth Fund Class Z | -9.30% | 14.68% | 18.15% | 35.80% | -24.36% | 23.09% | 43.86% | 35.68% | 0.36% | 35.37% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FZAFX achieves a -9.30% return, which is significantly lower than FSKAX's -6.77% return. Over the past 10 years, FZAFX has outperformed FSKAX with an annualized return of 15.70%, while FSKAX has yielded a comparatively lower 13.23% annualized return.
FZAFX
- 1D
- -0.85%
- 1M
- -9.03%
- YTD
- -9.30%
- 6M
- -8.57%
- 1Y
- 13.42%
- 3Y*
- 14.83%
- 5Y*
- 8.58%
- 10Y*
- 15.70%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FZAFX vs. FSKAX - Expense Ratio Comparison
FZAFX has a 0.60% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FZAFX vs. FSKAX — Risk / Return Rank
FZAFX
FSKAX
FZAFX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FZAFX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.83 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.29 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.04 | -0.22 |
Martin ratioReturn relative to average drawdown | 2.95 | 5.05 | -2.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FZAFX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.83 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.59 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.72 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.78 | -0.04 |
Correlation
The correlation between FZAFX and FSKAX is 0.92, 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.
Dividends
FZAFX vs. FSKAX - Dividend Comparison
FZAFX's dividend yield for the trailing twelve months is around 0.57%, less than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAFX Fidelity Advisor Equity Growth Fund Class Z | 0.57% | 0.51% | 0.00% | 0.48% | 1.93% | 11.39% | 10.84% | 9.53% | 6.38% | 11.66% | 5.87% | 0.00% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FZAFX vs. FSKAX - Drawdown Comparison
The maximum FZAFX drawdown since its inception was -31.13%, smaller than the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FZAFX and FSKAX.
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Drawdown Indicators
| FZAFX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -35.01% | +3.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -12.42% | -0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -29.73% | -25.39% | -4.34% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -35.01% | +3.88% |
Current DrawdownCurrent decline from peak | -12.55% | -8.92% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -4.05% | -1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.57% | +1.00% |
Volatility
FZAFX vs. FSKAX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class Z (FZAFX) has a higher volatility of 6.24% compared to Fidelity Total Market Index Fund (FSKAX) at 4.42%. This indicates that FZAFX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAFX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 4.42% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 9.40% | +3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 18.50% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.51% | 17.38% | +3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 18.42% | +2.23% |