ANOIX vs. FIDGX
Compare and contrast key facts about American Century Small Cap Growth Fund (ANOIX) and Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX).
ANOIX is managed by American Century. It was launched on Jun 1, 2001. FIDGX is managed by Fidelity. It was launched on Feb 1, 2017.
Performance
ANOIX vs. FIDGX - Performance Comparison
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ANOIX vs. FIDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | -3.22% | 9.00% | 14.90% | 17.13% | -26.41% | 7.80% | 51.07% | 36.75% | -4.84% | 20.65% |
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | -0.82% | 11.29% | 20.67% | 19.17% | -25.25% | 10.63% | 36.52% | 36.54% | -4.45% | 22.27% |
Returns By Period
In the year-to-date period, ANOIX achieves a -3.22% return, which is significantly lower than FIDGX's -0.82% return.
ANOIX
- 1D
- 4.53%
- 1M
- -6.78%
- YTD
- -3.22%
- 6M
- -0.55%
- 1Y
- 15.10%
- 3Y*
- 9.55%
- 5Y*
- 1.68%
- 10Y*
- 12.69%
FIDGX
- 1D
- 4.93%
- 1M
- -6.50%
- YTD
- -0.82%
- 6M
- 2.26%
- 1Y
- 24.18%
- 3Y*
- 13.98%
- 5Y*
- 4.26%
- 10Y*
- —
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ANOIX vs. FIDGX - Expense Ratio Comparison
ANOIX has a 1.17% expense ratio, which is higher than FIDGX's 0.90% expense ratio.
Return for Risk
ANOIX vs. FIDGX — Risk / Return Rank
ANOIX
FIDGX
ANOIX vs. FIDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Growth Fund (ANOIX) and Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX). 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.
| ANOIX | FIDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.97 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.47 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.70 | -0.67 |
Martin ratioReturn relative to average drawdown | 3.84 | 6.38 | -2.54 |
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
| ANOIX | FIDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.97 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.18 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.52 | -0.12 |
Correlation
The correlation between ANOIX and FIDGX 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
ANOIX vs. FIDGX - Dividend Comparison
ANOIX's dividend yield for the trailing twelve months is around 7.85%, more than FIDGX's 6.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANOIX American Century Small Cap Growth Fund | 7.85% | 7.60% | 0.11% | 0.00% | 0.00% | 21.29% | 11.07% | 5.50% | 16.59% | 3.93% |
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | 6.36% | 6.31% | 1.49% | 0.00% | 0.00% | 19.26% | 8.17% | 5.27% | 14.38% | 6.92% |
Drawdowns
ANOIX vs. FIDGX - Drawdown Comparison
The maximum ANOIX drawdown since its inception was -59.47%, which is greater than FIDGX's maximum drawdown of -38.99%. Use the drawdown chart below to compare losses from any high point for ANOIX and FIDGX.
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Drawdown Indicators
| ANOIX | FIDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.47% | -38.99% | -20.48% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -13.78% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -37.15% | -38.99% | +1.84% |
Max Drawdown (10Y)Largest decline over 10 years | -39.07% | — | — |
Current DrawdownCurrent decline from peak | -8.53% | -8.81% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -12.06% | -10.96% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 3.68% | +0.04% |
Volatility
ANOIX vs. FIDGX - Volatility Comparison
The current volatility for American Century Small Cap Growth Fund (ANOIX) is 9.03%, while Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) has a volatility of 9.91%. This indicates that ANOIX experiences smaller price fluctuations and is considered to be less risky than FIDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANOIX | FIDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.03% | 9.91% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 15.13% | 16.75% | -1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.93% | 24.94% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.87% | 23.43% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.24% | 23.36% | -0.12% |