Fidelity Advisor Competition

FSQAX Fund

USD 11.75 -0.05 -0.42%

The fund is listed under the Foreign Large Blend category and is part of the Fidelity Investments family. Fidelity Advisor competes with Cutler Equity, QS INTERNATIONAL, Locorr Dynamic, US VECTOR, and FEDERATED EQUITY and other related companies. This provides context for comparative analysis. Peer comparison for Fidelity Advisor provides quick context before deeper valuation work.

Fidelity Advisor vs FEDERATED EQUITY Correlation Overview

Very poor diversification

For the present investment horizon, the measured correlation between FSQAX and FDERX stands at 0.87, or Very poor diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with Fidelity Mutual Fund

0.9	FPTKX	Fidelity Freedom 2015	Pair Corr
0.88	FPURX	Fidelity Puritan	Pair Corr
0.88	FPUKX	Fidelity Puritan	Pair Corr
0.88	FPXTX	Fidelity Pennsylvania	Pair Corr
0.93	FQIFX	Fidelity Freedom Index	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fidelity Advisor's price to converge to an average value over time is called mean reversion.

Hype

Prediction

Low	Estimated	High
10.72	11.75	12.78

Details

Intrinsic

Valuation

Low	Real	High
10.19	11.22	12.25

Details

Naive

Forecast

Low	Next	High
10.36	11.38	12.41

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
11.56	12.27	12.99

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Fidelity Advisor. Your research has to be compared to or analyzed against Fidelity Advisor's peers to derive any actionable benefits.

Fidelity Advisor Competition Correlation Matrix

Correlation analysis between Fidelity Advisor Sustainable and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	DIVHX	LGFEX	LEQCX	DFVEX	FDERX
DIVHX		0.92	0.79	0.88	0.97	DIVHX
LGFEX	0.92		0.78	0.87	0.86	LGFEX
LEQCX	0.79	0.78		0.76	0.71	LEQCX
DFVEX	0.88	0.87	0.76		0.85	DFVEX
FDERX	0.97	0.86	0.71	0.85		FDERX
	DIVHX	LGFEX	LEQCX	DFVEX	FDERX

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
DIVHX	0.59	0.16	0.26	0.20	0.46	-0.67	1.32	-1.05	5.85
LGFEX	0.78	0.19	0.18	0.22	0.97	-0.82	1.41	-1.90	9.99
LEQCX	0.91	0.39	0.71	1.14	0.00	-1.33	1.12	-0.91	26.65
DFVEX	0.60	0.04	0.05	0.00	0.80	-0.62	1.00	-1.60	3.93
FDERX	0.46	0.10	0.23	0.15	0.39	-0.59	0.94	-0.91	2.78

Fidelity Advisor Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	FSQAX	DIVHX	LGFEX	LEQCX	DFVEX	FDERX
	0.42 11.75 Fidelity	0.86 30.13 Cutler	2.02 21.34 LGFEX	0.10 9.77 Locorr	1.60 30.76 DFVEX	0.80 21.02 FEDERATED
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Stable	Very Low	Very Low
Market Performance (90 Days Performance)	Mild	Moderate	Moderate	Moderate	Weak	Moderate
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Strong Buy	Strong Hold	Strong Hold	Strong Buy
Net Asset	7.99 M	187.24 M	298.08 M	31.51 M	5.06 B	1.09 B
Minimum Initial Investment	N/A	2.5 K	N/A	N/A	N/A	N/A
Price To Book	N/A	N/A	1.45 X	N/A	1.61 X	2.07 X
Five Year Return	N/A	N/A	10.03 %	1.84 %	9.24 %	8.99 %
Last Dividend Paid	N/A	0.09	0.21	N/A	0.07	N/A
One Year Return	N/A	N/A	21.25 %	6.23 %	21.34 %	19.85 %
Price To Earning	N/A	N/A	13.87 X	N/A	16.80 X	15.13 X
Price To Sales	N/A	N/A	0.92 X	N/A	0.95 X	1.27 X
Cash Position Weight	6.03 %	0.11 %	0.98 %	33.92 %	0.89 %	3.75 %
Equity Positions Weight	93.97 %	99.89 %	98.83 %	66.20 %	99.07 %	96.25 %
Three Year Return	N/A	N/A	17.32 %	4.88 %	15.72 %	13.47 %
Annual Yield	0.02 %	0.01 %	0.01 %	0.01 %	0.01 %	0.01 %
Year To Date Return	N/A	N/A	2.89 %	0.51 %	1.69 %	6.28 %
Ten Year Return	N/A	N/A	4.34 %	N/A	8.88 %	7.79 %
Day Typical Price	11.75	30.13	21.34	9.77	30.76	21.02
Period Momentum Indicator	-0.05	-0.26	-0.44	-0.01	-0.50	-0.17
Rate Of Daily Change	1.0	0.99	0.98	1.0	0.98	0.99
Day Median Price	11.75	30.13	21.34	9.77	30.76	21.02
Price Action Indicator	-0.03	-0.13	-0.22	-0.01	-0.25	-0.09
Relative Strength Index	44.3	47.97	45.9	63.87	40.03	45.36
Coefficient Of Variation	1829.29	599.37	747.67	825.24	14270.1	676.5
Mean Deviation	0.7493	0.5855	0.7831	0.909	0.597	0.4595
Jensen Alpha	0.038	0.1639	0.1927	0.3877	0.0392	0.1019
Total Risk Alpha	0.1049	0.1831	0.2344	0.5613	0.0426	0.1123
Sortino Ratio	0.0774	0.2602	0.1815	0.7127	0.0515	0.234
Downside Variance	1.43	0.4774	1.29	0.3471	0.7054	0.2842
Standard Deviation	1.0	0.8512	1.26	3.15	0.7845	0.5885
Kurtosis	1.79	7.65	12.59	61.85	0.6093	0.1062
Potential Upside	1.21	1.32	1.41	1.12	1.0	0.9392
Treynor Ratio	-0.31	0.198	0.2231	1.14	-0.0049	0.1477
Maximum Drawdown	6.07	5.85	9.99	26.65	3.93	2.78
Variance	1.0	0.7245	1.59	9.94	0.6155	0.3463
Market Risk Adjusted Performance	-0.30	0.208	0.2331	1.15	0.0051	0.1577
Risk Adjusted Performance	0.0456	0.1335	0.1102	0.104	0.0054	0.1142
Skewness	-0.67	1.68	1.97	7.74	-0.13	0.0573
Semi Deviation	1.11	0.4577	0.9704	0.0	0.7973	0.3926
Information Ratio	0.0923	0.2112	0.1637	0.1332	0.0551	0.212
Value At Risk	-1.74	-1.05	-1.90	-0.91	-1.60	-0.91
Expected Short fall	-0.72	-0.67	-0.82	-1.33	-0.62	-0.59
Downside Deviation	1.2	0.691	1.14	0.5891	0.8399	0.5331
Semi Variance	1.22	0.2095	0.9417	-0.18	0.6356	0.1542

Peer Performance Charts

How to Analyze Fidelity Advisor Against Peers

Fidelity Advisor's peer analysis compares Fidelity Advisor with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Fidelity Advisor trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Fidelity Advisor leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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Fidelity Advisor Competition

Fidelity Advisor vs FEDERATED EQUITY Correlation Overview

Very poor diversification

Moving together with Fidelity Mutual Fund

Specify up to 10 symbols:

Fidelity Advisor Competition Correlation Matrix

Risk-Adjusted Indicators

Fidelity Advisor Competitive Analysis

Peer Performance Charts

How to Analyze Fidelity Advisor Against Peers

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