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FZALX vs. GSIFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FZALX vs. GSIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) and Goldman Sachs International Equity ESG Fund Class A (GSIFX). The values are adjusted to include any dividend payments, if applicable.

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FZALX vs. GSIFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FZALX
Fidelity Advisor Mega Cap Stock Fund Class Z
-5.06%27.07%26.13%26.63%-8.89%26.44%13.06%31.25%-7.31%18.01%
GSIFX
Goldman Sachs International Equity ESG Fund Class A
-5.52%25.51%0.33%15.44%-17.69%16.23%22.89%27.68%-14.85%25.29%

Returns By Period

In the year-to-date period, FZALX achieves a -5.06% return, which is significantly higher than GSIFX's -5.52% return. Over the past 10 years, FZALX has outperformed GSIFX with an annualized return of 15.21%, while GSIFX has yielded a comparatively lower 8.34% annualized return.


FZALX

1D
-0.54%
1M
-7.42%
YTD
-5.06%
6M
-0.48%
1Y
23.20%
3Y*
21.36%
5Y*
14.68%
10Y*
15.21%

GSIFX

1D
0.76%
1M
-11.48%
YTD
-5.52%
6M
-2.26%
1Y
11.02%
3Y*
7.80%
5Y*
5.33%
10Y*
8.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FZALX vs. GSIFX - Expense Ratio Comparison

FZALX has a 0.51% expense ratio, which is lower than GSIFX's 1.35% expense ratio.


Return for Risk

FZALX vs. GSIFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FZALX
FZALX Risk / Return Rank: 7777
Overall Rank
FZALX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FZALX Sortino Ratio Rank: 7676
Sortino Ratio Rank
FZALX Omega Ratio Rank: 7979
Omega Ratio Rank
FZALX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FZALX Martin Ratio Rank: 8282
Martin Ratio Rank

GSIFX
GSIFX Risk / Return Rank: 2626
Overall Rank
GSIFX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
GSIFX Sortino Ratio Rank: 2323
Sortino Ratio Rank
GSIFX Omega Ratio Rank: 2121
Omega Ratio Rank
GSIFX Calmar Ratio Rank: 2929
Calmar Ratio Rank
GSIFX Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FZALX vs. GSIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) and Goldman Sachs International Equity ESG Fund Class A (GSIFX). 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.


FZALXGSIFXDifference

Sharpe ratio

Return per unit of total volatility

1.31

0.60

+0.71

Sortino ratio

Return per unit of downside risk

1.87

0.91

+0.96

Omega ratio

Gain probability vs. loss probability

1.30

1.12

+0.18

Calmar ratio

Return relative to maximum drawdown

1.75

0.81

+0.93

Martin ratio

Return relative to average drawdown

8.19

3.23

+4.96

FZALX vs. GSIFX - Sharpe Ratio Comparison

The current FZALX Sharpe Ratio is 1.31, which is higher than the GSIFX Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of FZALX and GSIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FZALXGSIFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

0.60

+0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.32

+0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.48

+0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.79

0.30

+0.49

Correlation

The correlation between FZALX and GSIFX is 0.75, 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

FZALX vs. GSIFX - Dividend Comparison

FZALX's dividend yield for the trailing twelve months is around 4.25%, more than GSIFX's 2.31% yield.


TTM20252024202320222021202020192018201720162015
FZALX
Fidelity Advisor Mega Cap Stock Fund Class Z
4.25%4.04%2.83%2.17%4.51%4.92%8.14%13.19%21.94%16.56%2.12%4.33%
GSIFX
Goldman Sachs International Equity ESG Fund Class A
2.31%2.18%2.30%1.37%0.82%6.29%0.00%1.67%1.45%1.25%2.79%1.16%

Drawdowns

FZALX vs. GSIFX - Drawdown Comparison

The maximum FZALX drawdown since its inception was -35.23%, smaller than the maximum GSIFX drawdown of -59.25%. Use the drawdown chart below to compare losses from any high point for FZALX and GSIFX.


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Drawdown Indicators


FZALXGSIFXDifference

Max Drawdown

Largest peak-to-trough decline

-35.23%

-59.25%

+24.02%

Max Drawdown (1Y)

Largest decline over 1 year

-12.17%

-12.15%

-0.02%

Max Drawdown (5Y)

Largest decline over 5 years

-23.25%

-31.94%

+8.69%

Max Drawdown (10Y)

Largest decline over 10 years

-35.23%

-35.00%

-0.23%

Current Drawdown

Current decline from peak

-8.99%

-11.48%

+2.49%

Average Drawdown

Average peak-to-trough decline

-3.81%

-15.30%

+11.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

3.06%

-0.47%

Volatility

FZALX vs. GSIFX - Volatility Comparison

The current volatility for Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) is 4.37%, while Goldman Sachs International Equity ESG Fund Class A (GSIFX) has a volatility of 6.71%. This indicates that FZALX experiences smaller price fluctuations and is considered to be less risky than GSIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FZALXGSIFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.37%

6.71%

-2.34%

Volatility (6M)

Calculated over the trailing 6-month period

9.26%

11.13%

-1.87%

Volatility (1Y)

Calculated over the trailing 1-year period

18.16%

16.87%

+1.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

16.71%

-0.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.12%

17.32%

+0.80%