BIVRX vs. FSCEX

In the year-to-date period, BIVRX achieves a -1.00% return, which is significantly lower than FSCEX's 1.13% return.

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BIVRX has a 2.48% expense ratio, which is higher than FSCEX's 2.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invenomic Fund (BIVRX) and Fidelity Advisor Small Cap Fund Class C (FSCEX). 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.

The current BIVRX Sharpe Ratio is -0.87, which is lower than the FSCEX Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of BIVRX and FSCEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BIVRX's dividend yield for the trailing twelve months is around 3.59%, while FSCEX has not paid dividends to shareholders.

The maximum BIVRX drawdown since its inception was -34.31%, smaller than the maximum FSCEX drawdown of -59.93%. Use the drawdown chart below to compare losses from any high point for BIVRX and FSCEX. For additional features, visit the drawdowns tool.

The current volatility for Invenomic Fund (BIVRX) is 4.01%, while Fidelity Advisor Small Cap Fund Class C (FSCEX) has a volatility of 22.23%. This indicates that BIVRX experiences smaller price fluctuations and is considered to be less risky than FSCEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.