PIODX vs. FELAX
Compare and contrast key facts about Pioneer Fund (PIODX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
PIODX is managed by Amundi. It was launched on Feb 10, 1928. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
PIODX vs. FELAX - Performance Comparison
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PIODX vs. FELAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIODX Pioneer Fund | -4.16% | 23.30% | 22.62% | 28.45% | -19.43% | 27.40% | 24.01% | 31.04% | -1.48% | 21.79% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.28% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, PIODX achieves a -4.16% return, which is significantly lower than FELAX's 0.28% return. Over the past 10 years, PIODX has underperformed FELAX with an annualized return of 14.89%, while FELAX has yielded a comparatively higher 29.63% annualized return.
PIODX
- 1D
- -0.73%
- 1M
- -8.92%
- YTD
- -4.16%
- 6M
- 0.23%
- 1Y
- 27.06%
- 3Y*
- 21.05%
- 5Y*
- 12.41%
- 10Y*
- 14.89%
FELAX
- 1D
- -4.25%
- 1M
- -10.01%
- YTD
- 0.28%
- 6M
- 8.18%
- 1Y
- 77.14%
- 3Y*
- 38.05%
- 5Y*
- 27.80%
- 10Y*
- 29.63%
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PIODX vs. FELAX - Expense Ratio Comparison
PIODX has a 1.06% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Return for Risk
PIODX vs. FELAX — Risk / Return Rank
PIODX
FELAX
PIODX vs. FELAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fund (PIODX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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.
| PIODX | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.93 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.54 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.36 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 4.16 | -2.23 |
Martin ratioReturn relative to average drawdown | 8.74 | 15.82 | -7.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIODX | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.93 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.74 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.87 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.39 | +0.12 |
Correlation
The correlation between PIODX and FELAX is 0.77, 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
PIODX vs. FELAX - Dividend Comparison
PIODX's dividend yield for the trailing twelve months is around 10.46%, more than FELAX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIODX Pioneer Fund | 10.46% | 10.04% | 14.17% | 2.86% | 4.13% | 16.18% | 5.82% | 9.37% | 15.37% | 21.35% | 20.51% | 14.53% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.94% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
PIODX vs. FELAX - Drawdown Comparison
The maximum PIODX drawdown since its inception was -53.40%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for PIODX and FELAX.
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Drawdown Indicators
| PIODX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.40% | -71.33% | +17.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -17.10% | +4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -46.15% | +19.60% |
Max Drawdown (10Y)Largest decline over 10 years | -30.14% | -46.15% | +16.01% |
Current DrawdownCurrent decline from peak | -9.99% | -14.66% | +4.67% |
Average DrawdownAverage peak-to-trough decline | -8.62% | -22.02% | +13.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 4.49% | -1.69% |
Volatility
PIODX vs. FELAX - Volatility Comparison
The current volatility for Pioneer Fund (PIODX) is 5.29%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 10.50%. This indicates that PIODX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIODX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 10.50% | -5.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.51% | 24.76% | -13.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.40% | 39.68% | -18.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 37.96% | -18.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 34.34% | -15.56% |