FZANX vs. FNIAX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class Z (FZANX) and Fidelity Advisor New Insights Fund Class A (FNIAX).
FZANX is managed by Fidelity. It was launched on Aug 13, 2013. FNIAX is managed by Fidelity. It was launched on Jul 31, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZANX or FNIAX.
Correlation
The correlation between FZANX and FNIAX is 1.00, 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.
Performance
FZANX vs. FNIAX - Performance Comparison
Key characteristics
FZANX:
1.67
FNIAX:
1.61
FZANX:
2.24
FNIAX:
2.15
FZANX:
1.31
FNIAX:
1.30
FZANX:
1.05
FNIAX:
0.97
FZANX:
8.34
FNIAX:
7.92
FZANX:
3.23%
FNIAX:
3.29%
FZANX:
16.18%
FNIAX:
16.26%
FZANX:
-43.47%
FNIAX:
-49.52%
FZANX:
-7.94%
FNIAX:
-8.22%
Returns By Period
In the year-to-date period, FZANX achieves a 0.21% return, which is significantly higher than FNIAX's 0.19% return. Over the past 10 years, FZANX has outperformed FNIAX with an annualized return of 5.74%, while FNIAX has yielded a comparatively lower 5.08% annualized return.
FZANX
0.21%
-2.77%
1.08%
26.64%
5.73%
5.74%
FNIAX
0.19%
-2.76%
0.63%
25.81%
4.97%
5.08%
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FZANX vs. FNIAX - Expense Ratio Comparison
FZANX has a 0.56% expense ratio, which is lower than FNIAX's 0.93% expense ratio.
Risk-Adjusted Performance
FZANX vs. FNIAX — Risk-Adjusted Performance Rank
FZANX
FNIAX
FZANX vs. FNIAX - Risk-Adjusted Performance 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 A (FNIAX). 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.
Dividends
FZANX vs. FNIAX - Dividend Comparison
FZANX's dividend yield for the trailing twelve months is around 0.04%, which matches FNIAX's 0.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZANX Fidelity Advisor New Insights Fund Class Z | 0.04% | 0.04% | 0.53% | 2.91% | 0.00% | 0.01% | 0.50% | 0.43% | 0.42% | 0.56% | 1.04% | 8.28% |
FNIAX Fidelity Advisor New Insights Fund Class A | 0.04% | 0.04% | 0.20% | 2.57% | 0.00% | 0.01% | 0.14% | 0.00% | 0.00% | 0.14% | 0.65% | 7.60% |
Drawdowns
FZANX vs. FNIAX - Drawdown Comparison
The maximum FZANX drawdown since its inception was -43.47%, smaller than the maximum FNIAX drawdown of -49.52%. Use the drawdown chart below to compare losses from any high point for FZANX and FNIAX. For additional features, visit the drawdowns tool.
Volatility
FZANX vs. FNIAX - Volatility Comparison
Fidelity Advisor New Insights Fund Class Z (FZANX) and Fidelity Advisor New Insights Fund Class A (FNIAX) have volatilities of 4.82% and 4.83%, 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.