ANCIX vs. FISVX
Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and Fidelity Small Cap Value Index Fund (FISVX).
ANCIX is managed by Ancora. It was launched on Sep 2, 2008. FISVX is managed by Fidelity. It was launched on Jul 11, 2019.
Performance
ANCIX vs. FISVX - Performance Comparison
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ANCIX vs. FISVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ANCIX Ancora MicroCap Fund | 5.35% | -2.35% | -2.06% | 24.98% | -7.92% | 37.42% | 4.59% | 7.82% |
FISVX Fidelity Small Cap Value Index Fund | 2.23% | 12.70% | 8.16% | 14.72% | -14.42% | 28.26% | 4.49% | 9.54% |
Returns By Period
ANCIX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FISVX
- 1D
- -0.89%
- 1M
- -6.12%
- YTD
- 2.23%
- 6M
- 5.57%
- 1Y
- 24.88%
- 3Y*
- 12.88%
- 5Y*
- 5.32%
- 10Y*
- —
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ANCIX vs. FISVX - Expense Ratio Comparison
ANCIX has a 1.74% expense ratio, which is higher than FISVX's 0.05% expense ratio.
Return for Risk
ANCIX vs. FISVX — Risk / Return Rank
ANCIX
FISVX
ANCIX vs. FISVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Fidelity Small Cap Value Index Fund (FISVX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ANCIX | FISVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.13 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.25 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.34 | — |
Correlation
The correlation between ANCIX and FISVX is 0.86, 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
ANCIX vs. FISVX - Dividend Comparison
ANCIX's dividend yield for the trailing twelve months is around 15.21%, more than FISVX's 2.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCIX Ancora MicroCap Fund | 15.21% | 4.30% | 0.00% | 4.57% | 0.00% | 0.00% | 0.00% | 1.52% | 14.15% | 7.81% | 1.60% | 15.56% |
FISVX Fidelity Small Cap Value Index Fund | 2.13% | 2.18% | 1.70% | 2.06% | 3.69% | 9.55% | 1.33% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ANCIX vs. FISVX - Drawdown Comparison
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Drawdown Indicators
| ANCIX | FISVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -44.66% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.82% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.50% | — |
Current DrawdownCurrent decline from peak | — | -7.80% | — |
Average DrawdownAverage peak-to-trough decline | — | -10.58% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.47% | — |
Volatility
ANCIX vs. FISVX - Volatility Comparison
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Volatility by Period
| ANCIX | FISVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.72% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.87% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 21.97% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 21.79% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 26.95% | — |