FZANX vs. FNIAX

In the year-to-date period, FZANX achieves a -2.94% return, which is significantly higher than FNIAX's -3.16% return. Over the past 10 years, FZANX has outperformed FNIAX with an annualized return of 4.74%, while FNIAX has yielded a comparatively lower 4.08% annualized return.

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FZANX has a 0.56% expense ratio, which is lower than FNIAX's 0.93% expense ratio.

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.

The current FZANX Sharpe Ratio is 0.31, which is comparable to the FNIAX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of FZANX and FNIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FZANX's dividend yield for the trailing twelve months is around 0.02%, which matches FNIAX's 0.02% yield.

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.

Fidelity Advisor New Insights Fund Class Z (FZANX) and Fidelity Advisor New Insights Fund Class A (FNIAX) have volatilities of 7.25% and 7.25%, 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.