VINAX vs. FCLCX
Compare and contrast key facts about Vanguard Industrials Index Fund Admiral Shares (VINAX) and Fidelity Advisor Industrials Fund Class C (FCLCX).
VINAX is managed by Vanguard. It was launched on May 8, 2006. FCLCX is managed by Fidelity. It was launched on Nov 3, 1997.
Performance
VINAX vs. FCLCX - Performance Comparison
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VINAX vs. FCLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.45% | 18.53% | 16.95% | 22.38% | -8.51% | 20.66% | 12.25% | 30.16% | -13.93% | 21.50% |
FCLCX Fidelity Advisor Industrials Fund Class C | 0.59% | 23.55% | 28.16% | 21.74% | -11.33% | 15.36% | 10.36% | 26.81% | -16.46% | 18.67% |
Returns By Period
In the year-to-date period, VINAX achieves a 1.45% return, which is significantly higher than FCLCX's 0.59% return. Over the past 10 years, VINAX has outperformed FCLCX with an annualized return of 12.78%, while FCLCX has yielded a comparatively lower 11.75% annualized return.
VINAX
- 1D
- -1.73%
- 1M
- -11.42%
- YTD
- 1.45%
- 6M
- 2.48%
- 1Y
- 23.31%
- 3Y*
- 18.02%
- 5Y*
- 11.25%
- 10Y*
- 12.78%
FCLCX
- 1D
- -1.93%
- 1M
- -12.61%
- YTD
- 0.59%
- 6M
- 2.24%
- 1Y
- 28.24%
- 3Y*
- 23.77%
- 5Y*
- 13.73%
- 10Y*
- 11.75%
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VINAX vs. FCLCX - Expense Ratio Comparison
VINAX has a 0.10% expense ratio, which is lower than FCLCX's 1.77% expense ratio.
Return for Risk
VINAX vs. FCLCX — Risk / Return Rank
VINAX
FCLCX
VINAX vs. FCLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials Index Fund Admiral Shares (VINAX) and Fidelity Advisor Industrials Fund Class C (FCLCX). 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.
| VINAX | FCLCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.28 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.83 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.92 | -0.24 |
Martin ratioReturn relative to average drawdown | 6.77 | 7.50 | -0.73 |
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
| VINAX | FCLCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.28 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.67 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.55 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.48 | +0.02 |
Correlation
The correlation between VINAX and FCLCX is 0.97, 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
VINAX vs. FCLCX - Dividend Comparison
VINAX's dividend yield for the trailing twelve months is around 1.01%, less than FCLCX's 2.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINAX Vanguard Industrials Index Fund Admiral Shares | 1.01% | 1.01% | 1.23% | 1.36% | 1.51% | 1.06% | 1.39% | 1.68% | 1.90% | 1.60% | 1.82% | 1.94% |
FCLCX Fidelity Advisor Industrials Fund Class C | 2.18% | 2.19% | 9.45% | 10.59% | 4.10% | 24.59% | 0.68% | 7.65% | 13.22% | 2.98% | 5.82% | 9.58% |
Drawdowns
VINAX vs. FCLCX - Drawdown Comparison
The maximum VINAX drawdown since its inception was -63.43%, roughly equal to the maximum FCLCX drawdown of -61.33%. Use the drawdown chart below to compare losses from any high point for VINAX and FCLCX.
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Drawdown Indicators
| VINAX | FCLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.43% | -61.33% | -2.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -13.32% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -23.07% | -26.82% | +3.75% |
Max Drawdown (10Y)Largest decline over 10 years | -42.45% | -42.77% | +0.32% |
Current DrawdownCurrent decline from peak | -12.25% | -13.16% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -8.40% | -8.20% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.41% | -0.27% |
Volatility
VINAX vs. FCLCX - Volatility Comparison
The current volatility for Vanguard Industrials Index Fund Admiral Shares (VINAX) is 5.99%, while Fidelity Advisor Industrials Fund Class C (FCLCX) has a volatility of 6.68%. This indicates that VINAX experiences smaller price fluctuations and is considered to be less risky than FCLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VINAX | FCLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.99% | 6.68% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.19% | 13.33% | -1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 22.51% | -2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 20.76% | -2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.33% | 21.40% | -1.07% |