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The Best Small Cap Blend Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Small Cap Blend Equities mutual funds.


Category is Small Cap Blend Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Fidelity Stock Selector Small Cap FundSmall Cap Blend EquitiesJun 28, 19930.90%
5.17%
12.12%
0.68%
76
Fidelity Series Small Cap Discovery FundSmall Cap Blend EquitiesNov 7, 20130.00%
-1.18%
9.36%
10.56%
29
Fidelity Small Cap Stock K6 FundSmall Cap Blend EquitiesMay 25, 20170.60%
-1.05%
23.89%
44
Fidelity Flex Small Cap Index FundSmall Cap Blend EquitiesMar 9, 20170.00%
1.17%
0.00%
49
Tributary Small Company FundSmall Cap Blend EquitiesJun 10, 19961.18%
6.26%
8.14%
7.16%
17
First Trust/Confluence Small Cap Value FundSmall Cap Blend EquitiesJan 11, 20111.35%16.01%
Fidelity Advisor Small Cap Fund Class ASmall Cap Blend EquitiesSep 9, 19981.22%
4.91%
8.69%
1.83%
64
Fidelity Advisor Small Cap Fund Class CSmall Cap Blend EquitiesSep 9, 19982.04%
4.70%
6.86%
3.42%
61
Fidelity Advisor Small Cap Fund Class ISmall Cap Blend EquitiesSep 9, 19980.97%
4.97%
10.42%
1.54%
65
Fidelity Small Cap Discovery FundSmall Cap Blend EquitiesSep 26, 20000.98%
-1.16%
8.46%
14.87%
27
Fidelity Advisor Small Cap Fund Class MSmall Cap Blend EquitiesSep 9, 19981.46%
4.85%
8.24%
2.13%
63
Fidelity Advisor 529 Small Cap Portfolio Class ASmall Cap Blend Equities
4.86%
0.00%
42
Fidelity Small Cap Stock FundSmall Cap Blend EquitiesMar 12, 19980.90%
-1.36%
8.62%
15.12%
40
Fidelity Series Small Cap Opportunities FundSmall Cap Blend EquitiesMar 22, 20070.00%
5.73%
12.03%
4.17%
79
Fidelity Small Cap Index FundSmall Cap Blend EquitiesSep 8, 20110.03%
1.55%
9.97%
1.07%
57
Fidelity Advisor Stock Selector Small Cap Fund Cla...Small Cap Blend EquitiesFeb 1, 20170.79%
5.22%
0.79%
75
Fuller & Thaler Behavioral Small-Cap Equity FundSmall Cap Blend EquitiesSep 8, 20111.03%
1.55%
13.21%
0.28%
52
FullerThaler Behavioral Small-Cap Equity Fund Clas...Small Cap Blend EquitiesSep 8, 20110.76%
1.62%
13.50%
0.53%
52
Fuller & Thaler Behavioral Micro-Cap Equity FundSmall Cap Blend EquitiesDec 28, 20182.30%
1.22%
0.00%
31
Fidelity Advisor Small Cap Fund Class ZSmall Cap Blend EquitiesAug 13, 20130.83%
5.03%
9.30%
1.53%
64

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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