FZAFX vs. PDIIX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and PIMCO Diversified Income Fund (PDIIX).
FZAFX is managed by Fidelity. It was launched on Aug 13, 2013. PDIIX is managed by PIMCO. It was launched on Jul 30, 2003.
Performance
FZAFX vs. PDIIX - Performance Comparison
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FZAFX vs. PDIIX - 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% |
PDIIX PIMCO Diversified Income Fund | -1.80% | 10.42% | 6.38% | 10.41% | -14.70% | 0.42% | 6.43% | 13.05% | -0.97% | 8.87% |
Returns By Period
In the year-to-date period, FZAFX achieves a -9.30% return, which is significantly lower than PDIIX's -1.80% return. Over the past 10 years, FZAFX has outperformed PDIIX with an annualized return of 15.70%, while PDIIX has yielded a comparatively lower 4.34% 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%
PDIIX
- 1D
- 0.20%
- 1M
- -3.35%
- YTD
- -1.80%
- 6M
- 0.36%
- 1Y
- 6.29%
- 3Y*
- 7.47%
- 5Y*
- 2.28%
- 10Y*
- 4.34%
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FZAFX vs. PDIIX - Expense Ratio Comparison
FZAFX has a 0.60% expense ratio, which is lower than PDIIX's 0.75% expense ratio.
Return for Risk
FZAFX vs. PDIIX — Risk / Return Rank
FZAFX
PDIIX
FZAFX vs. PDIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class Z (FZAFX) and PIMCO Diversified Income Fund (PDIIX). 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 | PDIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.72 | -1.10 |
Sortino ratioReturn per unit of downside risk | 1.02 | 2.44 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.90 | -1.08 |
Martin ratioReturn relative to average drawdown | 2.95 | 7.98 | -5.03 |
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 | PDIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.72 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.47 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.90 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 1.20 | -0.45 |
Correlation
The correlation between FZAFX and PDIIX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FZAFX vs. PDIIX - Dividend Comparison
FZAFX's dividend yield for the trailing twelve months is around 0.57%, less than PDIIX's 5.14% 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% |
PDIIX PIMCO Diversified Income Fund | 5.14% | 5.42% | 5.21% | 4.66% | 3.91% | 3.65% | 3.68% | 5.04% | 4.46% | 4.84% | 4.94% | 7.68% |
Drawdowns
FZAFX vs. PDIIX - Drawdown Comparison
The maximum FZAFX drawdown since its inception was -31.13%, which is greater than PDIIX's maximum drawdown of -21.96%. Use the drawdown chart below to compare losses from any high point for FZAFX and PDIIX.
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Drawdown Indicators
| FZAFX | PDIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -21.96% | -9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -3.55% | -9.20% |
Max Drawdown (5Y)Largest decline over 5 years | -29.73% | -20.50% | -9.23% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -20.50% | -10.63% |
Current DrawdownCurrent decline from peak | -12.55% | -3.35% | -9.20% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -2.83% | -3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 0.85% | +2.72% |
Volatility
FZAFX vs. PDIIX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class Z (FZAFX) has a higher volatility of 6.24% compared to PIMCO Diversified Income Fund (PDIIX) at 1.72%. This indicates that FZAFX's price experiences larger fluctuations and is considered to be riskier than PDIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAFX | PDIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 1.72% | +4.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 2.52% | +10.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.45% | 3.97% | +17.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.51% | 4.93% | +15.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 4.86% | +15.79% |