CAMSX vs. FSCDX
Compare and contrast key facts about Cambiar Small Cap Fund (CAMSX) and Fidelity Advisor Small Cap Fund Class A (FSCDX).
CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004. FSCDX is managed by Fidelity. It was launched on Sep 9, 1998.
Performance
CAMSX vs. FSCDX - Performance Comparison
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CAMSX vs. FSCDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 1.25% | 8.91% | 6.01% | 12.12% | -8.70% | 17.24% | 9.52% | 29.01% | -12.51% | 4.01% |
FSCDX Fidelity Advisor Small Cap Fund Class A | 0.63% | 11.85% | -2.52% | 18.29% | -20.70% | 31.22% | 17.13% | 32.31% | -16.38% | 13.77% |
Returns By Period
In the year-to-date period, CAMSX achieves a 1.25% return, which is significantly higher than FSCDX's 0.63% return. Over the past 10 years, CAMSX has underperformed FSCDX with an annualized return of 7.77%, while FSCDX has yielded a comparatively higher 8.24% annualized return.
CAMSX
- 1D
- -0.86%
- 1M
- -6.95%
- YTD
- 1.25%
- 6M
- 2.33%
- 1Y
- 16.66%
- 3Y*
- 7.00%
- 5Y*
- 4.34%
- 10Y*
- 7.77%
FSCDX
- 1D
- -1.75%
- 1M
- -7.93%
- YTD
- 0.63%
- 6M
- 4.06%
- 1Y
- 22.66%
- 3Y*
- 7.26%
- 5Y*
- 3.36%
- 10Y*
- 8.24%
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CAMSX vs. FSCDX - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is lower than FSCDX's 1.22% expense ratio.
Return for Risk
CAMSX vs. FSCDX — Risk / Return Rank
CAMSX
FSCDX
CAMSX vs. FSCDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Small Cap Fund (CAMSX) and Fidelity Advisor Small Cap Fund Class A (FSCDX). 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.
| CAMSX | FSCDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.03 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.56 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.47 | -0.22 |
Martin ratioReturn relative to average drawdown | 4.03 | 6.28 | -2.25 |
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
| CAMSX | FSCDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.03 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.15 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.38 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.44 | -0.05 |
Correlation
The correlation between CAMSX and FSCDX is 0.92, 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
CAMSX vs. FSCDX - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 10.47%, more than FSCDX's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 10.47% | 10.60% | 3.52% | 1.35% | 0.48% | 32.84% | 0.34% | 4.82% | 24.24% | 4.61% | 0.00% | 8.66% |
FSCDX Fidelity Advisor Small Cap Fund Class A | 1.90% | 1.92% | 0.00% | 1.36% | 5.36% | 10.98% | 2.70% | 3.97% | 14.60% | 14.03% | 2.35% | 8.39% |
Drawdowns
CAMSX vs. FSCDX - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -58.43%, which is greater than FSCDX's maximum drawdown of -50.10%. Use the drawdown chart below to compare losses from any high point for CAMSX and FSCDX.
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Drawdown Indicators
| CAMSX | FSCDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -50.10% | -8.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -13.77% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -35.42% | +13.28% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -40.44% | -1.55% |
Current DrawdownCurrent decline from peak | -10.44% | -10.27% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -11.69% | +2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.21% | +0.39% |
Volatility
CAMSX vs. FSCDX - Volatility Comparison
The current volatility for Cambiar Small Cap Fund (CAMSX) is 5.87%, while Fidelity Advisor Small Cap Fund Class A (FSCDX) has a volatility of 6.42%. This indicates that CAMSX experiences smaller price fluctuations and is considered to be less risky than FSCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAMSX | FSCDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 6.42% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 12.61% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.10% | 21.92% | -1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 22.07% | -3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 21.90% | -1.17% |