FZAHX vs. FNILX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Fidelity ZERO Large Cap Index Fund (FNILX).
FZAHX is managed by Fidelity. It was launched on Aug 13, 2013. FNILX is managed by Fidelity.
Performance
FZAHX vs. FNILX - Performance Comparison
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FZAHX vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | -13.57% | 22.61% | 39.23% | 45.70% | -38.18% | 11.74% | 69.25% | 40.80% | -10.48% |
FNILX Fidelity ZERO Large Cap Index Fund | -7.30% | 17.81% | 25.47% | 27.45% | -19.37% | 26.67% | 21.13% | 31.79% | -13.60% |
Returns By Period
In the year-to-date period, FZAHX achieves a -13.57% return, which is significantly lower than FNILX's -7.30% return.
FZAHX
- 1D
- -1.17%
- 1M
- -9.92%
- YTD
- -13.57%
- 6M
- -12.17%
- 1Y
- 18.83%
- 3Y*
- 23.35%
- 5Y*
- 7.74%
- 10Y*
- 19.08%
FNILX
- 1D
- -0.35%
- 1M
- -7.60%
- YTD
- -7.30%
- 6M
- -5.00%
- 1Y
- 14.41%
- 3Y*
- 17.43%
- 5Y*
- 11.17%
- 10Y*
- —
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FZAHX vs. FNILX - Expense Ratio Comparison
FZAHX has a 0.67% expense ratio, which is higher than FNILX's 0.00% expense ratio.
Return for Risk
FZAHX vs. FNILX — Risk / Return Rank
FZAHX
FNILX
FZAHX vs. FNILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) 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.
| FZAHX | FNILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.83 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.28 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.04 | -0.08 |
Martin ratioReturn relative to average drawdown | 3.53 | 5.01 | -1.49 |
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
| FZAHX | FNILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.83 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.65 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.64 | +0.13 |
Correlation
The correlation between FZAHX 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.
Dividends
FZAHX vs. FNILX - Dividend Comparison
FZAHX's dividend yield for the trailing twelve months is around 4.17%, more than FNILX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 4.17% | 3.61% | 0.00% | 0.00% | 0.00% | 9.45% | 5.15% | 3.74% | 11.00% | 7.50% | 14.42% | 10.52% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.09% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
FZAHX vs. FNILX - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -44.45%, which is greater than FNILX's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for FZAHX and FNILX.
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Drawdown Indicators
| FZAHX | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -33.76% | -10.69% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -12.18% | -3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -44.45% | -25.40% | -19.05% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | — | — |
Current DrawdownCurrent decline from peak | -16.06% | -9.01% | -7.05% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -5.47% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 2.54% | +1.84% |
Volatility
FZAHX vs. FNILX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a higher volatility of 6.78% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 4.23%. This indicates that FZAHX'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.
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Volatility by Period
| FZAHX | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 4.23% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.04% | 9.14% | +4.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.02% | 18.26% | +5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 17.22% | +7.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 20.17% | +3.61% |