PINDX vs. FNIAX
Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and Fidelity Advisor New Insights Fund Class A (FNIAX).
PINDX is managed by Amundi. It was launched on Dec 15, 2005. FNIAX is managed by Fidelity. It was launched on Jul 31, 2003.
Performance
PINDX vs. FNIAX - Performance Comparison
Loading graphics...
PINDX vs. FNIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | -10.74% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
FNIAX Fidelity Advisor New Insights Fund Class A | -7.49% | 21.17% | 34.94% | 35.97% | -26.57% | 24.40% | 23.62% | 29.17% | -4.67% | 28.07% |
Returns By Period
In the year-to-date period, PINDX achieves a -10.74% return, which is significantly lower than FNIAX's -7.49% return. Both investments have delivered pretty close results over the past 10 years, with PINDX having a 13.96% annualized return and FNIAX not far ahead at 14.58%.
PINDX
- 1D
- -0.42%
- 1M
- -8.32%
- YTD
- -10.74%
- 6M
- -9.28%
- 1Y
- 19.72%
- 3Y*
- 14.71%
- 5Y*
- 9.73%
- 10Y*
- 13.96%
FNIAX
- 1D
- -0.52%
- 1M
- -9.26%
- YTD
- -7.49%
- 6M
- -4.20%
- 1Y
- 20.18%
- 3Y*
- 23.16%
- 5Y*
- 12.88%
- 10Y*
- 14.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PINDX vs. FNIAX - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than FNIAX's 0.93% expense ratio.
Return for Risk
PINDX vs. FNIAX — Risk / Return Rank
PINDX
FNIAX
PINDX vs. FNIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) 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.
| PINDX | FNIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.04 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.56 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 1.59 | -0.45 |
Martin ratioReturn relative to average drawdown | 3.87 | 6.45 | -2.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PINDX | FNIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.04 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.68 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.76 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.60 | -0.15 |
Correlation
The correlation between PINDX and FNIAX is 0.91, 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
PINDX vs. FNIAX - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 5.06%, less than FNIAX's 10.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 5.06% | 4.51% | 6.34% | 0.17% | 7.23% | 33.14% | 27.35% | 5.20% | 26.83% | 12.86% | 8.57% | 6.14% |
FNIAX Fidelity Advisor New Insights Fund Class A | 10.10% | 8.96% | 5.85% | 6.18% | 17.12% | 12.66% | 8.14% | 6.48% | 13.78% | 7.61% | 4.99% | 4.40% |
Drawdowns
PINDX vs. FNIAX - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, which is greater than FNIAX's maximum drawdown of -49.69%. Use the drawdown chart below to compare losses from any high point for PINDX and FNIAX.
Loading graphics...
Drawdown Indicators
| PINDX | FNIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -49.69% | -2.68% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -10.85% | -3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -31.98% | +3.21% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -31.98% | +2.16% |
Current DrawdownCurrent decline from peak | -14.64% | -10.41% | -4.23% |
Average DrawdownAverage peak-to-trough decline | -11.54% | -7.28% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 2.68% | +1.64% |
Volatility
PINDX vs. FNIAX - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 5.70% compared to Fidelity Advisor New Insights Fund Class A (FNIAX) at 5.30%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than FNIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PINDX | FNIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 5.30% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 10.84% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.05% | 19.55% | +3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.57% | 19.01% | +0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 19.22% | +0.21% |