CAMSX vs. FSCTX
Compare and contrast key facts about Cambiar Small Cap Fund (CAMSX) and Fidelity Advisor Small Cap Fund Class M (FSCTX).
CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004. FSCTX is managed by Fidelity. It was launched on Sep 9, 1998.
Performance
CAMSX vs. FSCTX - Performance Comparison
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CAMSX vs. FSCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 2.94% | 8.91% | 6.01% | 12.12% | -8.70% | 17.24% | 9.52% | 29.01% | -12.51% | 4.01% |
FSCTX Fidelity Advisor Small Cap Fund Class M | 0.58% | 11.57% | -4.53% | 18.02% | -20.91% | 30.90% | 16.86% | 32.04% | -16.52% | 13.51% |
Returns By Period
In the year-to-date period, CAMSX achieves a 2.94% return, which is significantly higher than FSCTX's 0.58% return. Both investments have delivered pretty close results over the past 10 years, with CAMSX having a 7.95% annualized return and FSCTX not far behind at 7.79%.
CAMSX
- 1D
- 1.67%
- 1M
- -6.58%
- YTD
- 2.94%
- 6M
- 4.22%
- 1Y
- 17.99%
- 3Y*
- 7.59%
- 5Y*
- 4.43%
- 10Y*
- 7.95%
FSCTX
- 1D
- -1.74%
- 1M
- -8.38%
- YTD
- 0.58%
- 6M
- 4.15%
- 1Y
- 21.82%
- 3Y*
- 6.36%
- 5Y*
- 2.74%
- 10Y*
- 7.79%
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CAMSX vs. FSCTX - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is lower than FSCTX's 1.46% expense ratio.
Return for Risk
CAMSX vs. FSCTX — Risk / Return Rank
CAMSX
FSCTX
CAMSX vs. FSCTX - 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 M (FSCTX). 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 | FSCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.02 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.54 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.45 | +0.13 |
Martin ratioReturn relative to average drawdown | 5.04 | 6.18 | -1.14 |
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 | FSCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.02 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.12 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.36 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.42 | -0.03 |
Correlation
The correlation between CAMSX and FSCTX 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. FSCTX - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 10.30%, more than FSCTX's 2.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 10.30% | 10.60% | 3.52% | 1.35% | 0.48% | 32.84% | 0.34% | 4.82% | 24.24% | 4.61% | 0.00% | 8.66% |
FSCTX Fidelity Advisor Small Cap Fund Class M | 2.22% | 2.24% | 0.00% | 1.55% | 6.07% | 12.11% | 2.99% | 4.38% | 16.01% | 15.16% | 2.30% | 8.94% |
Drawdowns
CAMSX vs. FSCTX - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -58.43%, which is greater than FSCTX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for CAMSX and FSCTX.
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Drawdown Indicators
| CAMSX | FSCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -50.42% | -8.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -13.76% | +2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -36.64% | +14.50% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -40.49% | -1.50% |
Current DrawdownCurrent decline from peak | -8.95% | -12.19% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -11.96% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 3.22% | +0.42% |
Volatility
CAMSX vs. FSCTX - Volatility Comparison
The current volatility for Cambiar Small Cap Fund (CAMSX) is 6.00%, while Fidelity Advisor Small Cap Fund Class M (FSCTX) has a volatility of 6.42%. This indicates that CAMSX experiences smaller price fluctuations and is considered to be less risky than FSCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAMSX | FSCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 6.42% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 12.61% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 21.89% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 22.25% | -3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.74% | 22.00% | -1.26% |