CAMSX vs. FSCEX
Compare and contrast key facts about Cambiar Small Cap Fund (CAMSX) and Fidelity Advisor Small Cap Fund Class C (FSCEX).
CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004. FSCEX is managed by Fidelity. It was launched on Sep 9, 1998.
Performance
CAMSX vs. FSCEX - Performance Comparison
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CAMSX vs. FSCEX - 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% |
FSCEX Fidelity Advisor Small Cap Fund Class C | 0.43% | 11.04% | -11.92% | 17.31% | -21.33% | 30.13% | 16.12% | 31.37% | -16.86% | 12.93% |
Returns By Period
In the year-to-date period, CAMSX achieves a 1.25% return, which is significantly higher than FSCEX's 0.43% return. Over the past 10 years, CAMSX has outperformed FSCEX with an annualized return of 7.77%, while FSCEX has yielded a comparatively lower 6.41% 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%
FSCEX
- 1D
- -1.75%
- 1M
- -7.93%
- YTD
- 0.43%
- 6M
- 3.68%
- 1Y
- 21.77%
- 3Y*
- 3.18%
- 5Y*
- 0.65%
- 10Y*
- 6.41%
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CAMSX vs. FSCEX - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is lower than FSCEX's 2.04% expense ratio.
Return for Risk
CAMSX vs. FSCEX — Risk / Return Rank
CAMSX
FSCEX
CAMSX vs. FSCEX - 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 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.
| CAMSX | FSCEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.99 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.51 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.40 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.03 | 5.96 | -1.93 |
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 | FSCEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.99 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.03 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.29 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.37 | +0.01 |
Correlation
The correlation between CAMSX and FSCEX 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. FSCEX - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 10.47%, more than FSCEX's 3.56% 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% |
FSCEX Fidelity Advisor Small Cap Fund Class C | 3.56% | 3.58% | 0.00% | 2.23% | 8.66% | 16.35% | 3.97% | 5.72% | 20.54% | 18.60% | 2.60% | 10.50% |
Drawdowns
CAMSX vs. FSCEX - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -58.43%, which is greater than FSCEX's maximum drawdown of -51.02%. Use the drawdown chart below to compare losses from any high point for CAMSX and FSCEX.
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Drawdown Indicators
| CAMSX | FSCEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -51.02% | -7.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -13.79% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -41.37% | +19.23% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -41.37% | -0.62% |
Current DrawdownCurrent decline from peak | -10.44% | -19.11% | +8.67% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -12.73% | +3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.23% | +0.37% |
Volatility
CAMSX vs. FSCEX - Volatility Comparison
The current volatility for Cambiar Small Cap Fund (CAMSX) is 5.87%, while Fidelity Advisor Small Cap Fund Class C (FSCEX) has a volatility of 6.46%. This indicates that CAMSX 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.
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Volatility by Period
| CAMSX | FSCEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 6.46% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.42% | 12.63% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.10% | 21.95% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 23.18% | -4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 22.47% | -1.74% |