Fidelity Advisor Competition

FIDLX Fund

USD 54.67 0.67 1.24%

Fidelity Advisor Large competes with Fidelity Advisor, Fidelity Advisor, Columbia Large, Fidelity Advisor, and Siit Dynamic; as well as few others. The fund is listed under Large Blend category and is part of Fidelity Investments family. Analyzing Fidelity Advisor competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Fidelity Advisor to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fidelity Advisor Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Fidelity Advisor competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
53.91	54.64	55.37

Details

Intrinsic

Valuation

Low	Real	High
53.91	54.64	55.37

Details

Fidelity Advisor Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fidelity Advisor and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Fidelity and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Fidelity Advisor Large does not affect the price movement of the other competitor.

	FLCCX	FALAX	CLXRX	FALIX	SDLAX
FLCCX		1.0	0.72	1.0	0.53	FLCCX
FALAX	1.0		0.71	1.0	0.52	FALAX
CLXRX	0.72	0.71		0.71	0.7	CLXRX
FALIX	1.0	1.0	0.71		0.52	FALIX
SDLAX	0.53	0.52	0.7	0.52		SDLAX
	FLCCX	FALAX	CLXRX	FALIX	SDLAX

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Risk-Adjusted Indicators

There is a big difference between Fidelity Mutual Fund performing well and Fidelity Advisor Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Fidelity Advisor's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
FLCCX	0.48	0.03	0.03	0.06	0.64	(0.48)	1.17	(0.92)	5.48
FALAX	0.48	0.03	0.04	0.06	0.64	(0.49)	1.18	(0.92)	5.50
CLXRX	0.59	(0.06)	0.00	(0.06)	0.00	0.00	0.97	(1.31)	8.30
FALIX	0.48	0.03	0.04	0.06	0.64	(0.49)	1.18	(0.90)	5.50
SDLAX	0.99	(0.32)	0.00	(0.11)	0.00	0.00	1.06	(1.09)	29.00

Unable to evaluate fundamental data of [FLCCX, FALAX, CLXRX, FALIX, SDLAX] at this time. Please try again later

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Fidelity Advisor Competitive Analysis

The better you understand Fidelity Advisor competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fidelity Advisor's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Fidelity Advisor's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	FIDLX	FLCCX	FALAX	CLXRX	FALIX	SDLAX
	1.24 54.67 Fidelity	1.23 43.52 Fidelity	1.25 50.88 Fidelity	1.10 61.40 Columbia	1.26 54.71 Fidelity	1.14 18.56 Siit
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile
Market Performance (90 Days Performance)	Modest	Modest	Modest	Very Weak	Modest	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Buy	Buy	Strong Hold	Strong Hold	Strong Hold
Net Asset	1.33 B	1.33 B	1.33 B	3.77 B	1.33 B	2.6 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	100 K
Price To Book	N/A	2.01 X	2.01 X	2.63 X	2.01 X	2.71 X
Five Year Return	14.87 %	14.13 %	14.90 %	14.57 %	15.31 %	16.29 %
One Year Return	29.01 %	30.41 %	30.30 %	27.70 %	31.74 %	30.17 %
Last Dividend Paid	N/A	N/A	N/A	0.11	N/A	N/A
Price To Earning	2.76 X	2.23 X	2.54 X	18.51 X	2.72 X	19.38 X
Price To Sales	N/A	1.93 X	1.93 X	1.73 X	1.93 X	1.89 X
Cash Position Weight	4.36 %	4.36 %	4.36 %	0.61 %	0.40 %	0.68 %
Equity Positions Weight	95.63 %	95.63 %	95.63 %	99.39 %	99.07 %	88.19 %
Three Year Return	14.88 %	13.37 %	14.23 %	10.61 %	14.54 %	10.59 %
Annual Yield	0.01 %	0.0009 %	0.01 %	0.01 %	0.01 %	0.01 %
Year To Date Return	27.23 %	28.01 %	29.12 %	25.77 %	29.25 %	29.00 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	1.22 %
Ten Year Return	11.52 %	10.32 %	11.16 %	12.94 %	11.48 %	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	54.67	43.52	50.88	61.4	54.71	18.56
Period Momentum Indicator	0.67	0.53	0.63	0.67	0.68	0.21
Rate Of Daily Change	1.01	1.01	1.01	1.01	1.01	1.01
Day Median Price	54.67	43.52	50.88	61.4	54.71	18.56
Price Action Indicator	0.34	0.27	0.32	0.34	0.34	0.1
Coefficient Of Variation	1164.08	1253.4	1194.72	(2,806)	1170.62	(1,267)
Mean Deviation	0.4809	0.4798	0.4822	0.5918	0.4807	0.9921
Jensen Alpha	0.0338	0.0294	0.0324	(0.06)	0.0335	(0.32)
Total Risk Alpha	0.0315	0.0271	0.0301	(0.08)	0.0312	(0.36)
Sortino Ratio	0.0401	0.0338	0.038	N/A	0.0396	N/A
Downside Variance	0.5385	0.5438	0.5438	N/A	0.5387	N/A
Standard Deviation	0.7171	0.716	0.7195	1.03	0.7173	3.24
Kurtosis	5.26	5.25	5.22	15.33	5.3	59.31
Potential Upside	1.18	1.17	1.18	0.969	1.18	1.06
Treynor Ratio	0.0644	0.0589	0.0626	(0.06)	0.0639	(0.11)
Maximum Drawdown	5.48	5.48	5.5	8.3	5.5	29.0
Variance	0.5143	0.5126	0.5177	1.05	0.5145	10.51
Market Risk Adjusted Performance	0.0744	0.0689	0.0726	(0.05)	0.0739	(0.10)
Risk Adjusted Performance	0.067	0.0621	0.0653	(0.03)	0.0666	(0.05)
Skewness	0.202	0.1738	0.1925	(2.90)	0.1949	(7.50)
Semi Deviation	0.6369	0.6441	0.6416	N/A	0.6372	N/A
Information Ratio	0.041	0.0348	0.039	(0.07)	0.0406	(0.09)
Value At Risk	(0.90)	(0.92)	(0.92)	(1.31)	(0.90)	(1.09)
Expected Short fall	(0.49)	(0.48)	(0.49)	N/A	(0.49)	N/A
Downside Deviation	0.7338	0.7375	0.7374	N/A	0.734	N/A
Semi Variance	0.4056	0.4148	0.4117	N/A	0.4061	N/A

Fidelity Advisor Competition Performance Charts

Five steps to successful analysis of Fidelity Advisor Competition

Fidelity Advisor's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Fidelity Advisor Large in relation to its competition. Fidelity Advisor's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Fidelity Advisor in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Fidelity Advisor's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Fidelity Advisor Large, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Fidelity Advisor position

In addition to having Fidelity Advisor in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Munis Funds

Funds or Etfs that invest in fixed income securities issued by states, cities, and towns as well as other public entities. The Munis Funds theme has 38 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Munis Funds Theme or any other thematic opportunities.

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Other Information on Investing in Fidelity Mutual Fund

Fidelity Advisor financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Advisor security.

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