Correlation
The correlation between FZAIX and FZROX is 0.78, 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.
FZAIX vs. FZROX
Compare and contrast key facts about Fidelity Advisor International Discovery Fund Class Z (FZAIX) and Fidelity ZERO Total Market Index Fund (FZROX).
FZAIX is managed by Fidelity. It was launched on Aug 13, 2013. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAIX or FZROX.
Performance
FZAIX vs. FZROX - Performance Comparison
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Key characteristics
FZAIX:
0.80
FZROX:
0.70
FZAIX:
1.10
FZROX:
1.00
FZAIX:
1.15
FZROX:
1.15
FZAIX:
0.91
FZROX:
0.64
FZAIX:
3.12
FZROX:
2.42
FZAIX:
4.29%
FZROX:
5.17%
FZAIX:
18.63%
FZROX:
20.15%
FZAIX:
-36.47%
FZROX:
-34.96%
FZAIX:
-0.54%
FZROX:
-3.85%
Returns By Period
In the year-to-date period, FZAIX achieves a 15.16% return, which is significantly higher than FZROX's 0.59% return.
FZAIX
15.16%
5.81%
11.72%
14.77%
10.42%
9.96%
6.36%
FZROX
0.59%
6.44%
-2.40%
13.91%
13.86%
15.39%
N/A
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FZAIX vs. FZROX - Expense Ratio Comparison
FZAIX has a 0.90% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
FZAIX vs. FZROX — Risk-Adjusted Performance Rank
FZAIX
FZROX
FZAIX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Discovery Fund Class Z (FZAIX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
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Dividends
FZAIX vs. FZROX - Dividend Comparison
FZAIX's dividend yield for the trailing twelve months is around 2.66%, more than FZROX's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAIX Fidelity Advisor International Discovery Fund Class Z | 2.66% | 3.06% | 2.03% | 0.47% | 11.45% | 3.78% | 2.43% | 4.00% | 5.25% | 1.97% | 1.19% | 0.84% |
FZROX Fidelity ZERO Total Market Index Fund | 1.15% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FZAIX vs. FZROX - Drawdown Comparison
The maximum FZAIX drawdown since its inception was -36.47%, roughly equal to the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FZAIX and FZROX.
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Volatility
FZAIX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Advisor International Discovery Fund Class Z (FZAIX) is 3.00%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.99%. This indicates that FZAIX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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