FZANX vs. FINSX
FZANX (Fidelity Advisor New Insights Fund Class Z) and FINSX (Fidelity Advisor New Insights Fund Class I) are both Large Cap Growth Equities funds from Fidelity. Over the past 10 years, FZANX returned 16.29%/yr vs 16.15%/yr for FINSX. Their 1.00 correlation means they have historically moved very closely together. FZANX charges 0.56%/yr vs 0.68%/yr for FINSX.
Performance
FZANX vs. FINSX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with FZANX having a 9.79% return and FINSX slightly lower at 9.74%. Both investments have delivered pretty close results over the past 10 years, with FZANX having a 16.29% annualized return and FINSX not far behind at 16.15%.
FZANX
- 1D
- 1.95%
- 1M
- -1.36%
- 6M
- 7.11%
- YTD
- 9.79%
- 1Y
- 17.66%
- 3Y*
- 25.25%
- 5Y*
- 13.93%
- 10Y*
- 16.29%
- ALL TIME*
- 15.03%
FINSX
- 1D
- 1.95%
- 1M
- -1.35%
- 6M
- 7.06%
- YTD
- 9.74%
- 1Y
- 17.54%
- 3Y*
- 25.11%
- 5Y*
- 13.80%
- 10Y*
- 16.15%
- ALL TIME*
- 12.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FZANX vs. FINSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZANX Fidelity Advisor New Insights Fund Class Z | 9.79% | 21.71% | 35.44% | 36.45% | -26.34% | 24.88% | 24.07% | 29.62% | -4.28% | 28.59% |
FINSX Fidelity Advisor New Insights Fund Class I | 9.74% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -4.38% | 28.40% |
Correlation
The correlation between FZANX and FINSX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2013 | 1.00 |
The correlation between FZANX and FINSX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
FZANX vs. FINSX — Risk / Return Rank
FZANX
FINSX
FZANX vs. FINSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class Z (FZANX) and Fidelity Advisor New Insights Fund Class I (FINSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FZANX | FINSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.88 | +0.02 |
| Martin ratioReturn relative to average drawdown | 6.88 | 6.82 | +0.06 |
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Drawdowns
FZANX vs. FINSX - Drawdown Comparison
The maximum FZANX drawdown since its inception was -31.93%, smaller than the maximum FINSX drawdown of -48.25%. Use the drawdown chart below to compare losses from any high point for FZANX and FINSX.
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Drawdown Indicators
| FZANX | FINSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.93% | -48.25% | +16.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | -10.39% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -20.49% | -20.52% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -31.78% | -31.85% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -31.93% | -31.95% | +0.02% |
Current DrawdownCurrent decline from peak | -4.29% | -4.29% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -6.76% | +1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.86% | 0.00% |
Volatility
FZANX vs. FINSX - Volatility Comparison
Fidelity Advisor New Insights Fund Class Z (FZANX) and Fidelity Advisor New Insights Fund Class I (FINSX) have volatilities of 5.17% and 5.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZANX | FINSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 5.18% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | 13.18% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 16.22% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 19.36% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.38% | 19.38% | 0.00% |
FZANX vs. FINSX - Expense Ratio Comparison
FZANX has a 0.56% expense ratio, which is lower than FINSX's 0.68% expense ratio.
Dividends
FZANX vs. FINSX - Dividend Comparison
FZANX's dividend yield for the trailing twelve months is around 7.97%, which matches FINSX's 8.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 8.03% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
FZANX Fidelity Advisor New Insights Fund Class Z | 7.97% | 8.39% | 5.53% | 6.22% | 16.81% | 12.15% | 7.88% | 6.68% | 13.88% | 7.86% | 5.31% | 4.72% |
Frequently Asked Questions
With a correlation of 1.00, FZANX and FINSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FINSX has higher volatility (5.18%) compared to FZANX (5.17%). In terms of maximum drawdown, FZANX dropped -31.93% vs FINSX's -48.25%.
FZANX currently has the higher Sharpe Ratio (1.22 vs 1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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