DEVLX vs. FCDAX

In the year-to-date period, DEVLX achieves a -4.81% return, which is significantly higher than FCDAX's -7.35% return. Over the past 10 years, DEVLX has outperformed FCDAX with an annualized return of 6.74%, while FCDAX has yielded a comparatively lower 3.49% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DEVLX has a 1.11% expense ratio, which is lower than FCDAX's 1.19% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Value Fund (DEVLX) and Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX). 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 DEVLX Sharpe Ratio is -0.01, which is higher than the FCDAX Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of DEVLX and FCDAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DEVLX's dividend yield for the trailing twelve months is around 1.29%, more than FCDAX's 0.63% yield.

The maximum DEVLX drawdown since its inception was -60.08%, smaller than the maximum FCDAX drawdown of -64.98%. Use the drawdown chart below to compare losses from any high point for DEVLX and FCDAX. For additional features, visit the drawdowns tool.

The current volatility for Delaware Small Cap Value Fund (DEVLX) is 7.11%, while Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) has a volatility of 7.52%. This indicates that DEVLX experiences smaller price fluctuations and is considered to be less risky than FCDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.