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 US. It was launched on Dec 15, 2005. 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: PINDX or FNIAX.
Correlation
The correlation between PINDX and FNIAX is 0.93, 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
PINDX vs. FNIAX - Performance Comparison
Key characteristics
PINDX:
-0.04
FNIAX:
0.27
PINDX:
0.10
FNIAX:
0.52
PINDX:
1.01
FNIAX:
1.07
PINDX:
-0.03
FNIAX:
0.26
PINDX:
-0.13
FNIAX:
0.85
PINDX:
7.72%
FNIAX:
6.99%
PINDX:
23.56%
FNIAX:
22.40%
PINDX:
-61.99%
FNIAX:
-49.52%
PINDX:
-26.56%
FNIAX:
-13.92%
Returns By Period
In the year-to-date period, PINDX achieves a -8.13% return, which is significantly lower than FNIAX's -6.03% return. Over the past 10 years, PINDX has underperformed FNIAX with an annualized return of -0.73%, while FNIAX has yielded a comparatively higher 3.75% annualized return.
PINDX
-8.13%
-2.04%
-11.51%
-0.61%
0.10%
-0.73%
FNIAX
-6.03%
-2.38%
-8.16%
7.77%
6.52%
3.75%
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PINDX vs. FNIAX - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than FNIAX's 0.93% expense ratio.
Risk-Adjusted Performance
PINDX vs. FNIAX — Risk-Adjusted Performance Rank
PINDX
FNIAX
PINDX vs. FNIAX - Risk-Adjusted Performance 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.
Dividends
PINDX vs. FNIAX - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 0.24%, more than FNIAX's 0.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 0.24% | 0.22% | 0.17% | 0.24% | 0.00% | 0.00% | 0.16% | 0.01% | 0.16% | 0.26% | 0.30% | 0.92% |
FNIAX Fidelity Advisor New Insights Fund Class A | 0.03% | 0.04% | 0.20% | 2.57% | 0.00% | 0.01% | 0.14% | 0.00% | 0.00% | 0.14% | 0.65% | 7.60% |
Drawdowns
PINDX vs. FNIAX - Drawdown Comparison
The maximum PINDX drawdown since its inception was -61.99%, which is greater than FNIAX's maximum drawdown of -49.52%. Use the drawdown chart below to compare losses from any high point for PINDX and FNIAX. For additional features, visit the drawdowns tool.
Volatility
PINDX vs. FNIAX - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 17.00% compared to Fidelity Advisor New Insights Fund Class A (FNIAX) at 14.48%. 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.