DVSMX vs. FCPGX

In the year-to-date period, DVSMX achieves a -1.00% return, which is significantly lower than FCPGX's 2.66% return.

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DVSMX has a 0.99% expense ratio, which is lower than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Driehaus Small Cap Growth Fund (DVSMX) and Fidelity Small Cap Growth Fund (FCPGX). 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 DVSMX Sharpe Ratio is 0.97, which is comparable to the FCPGX Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of DVSMX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DVSMX's dividend yield for the trailing twelve months is around 1.09%, more than FCPGX's 0.93% yield.

The maximum DVSMX drawdown since its inception was -53.84%, smaller than the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for DVSMX and FCPGX. For additional features, visit the drawdowns tool.

Driehaus Small Cap Growth Fund (DVSMX) has a higher volatility of 8.43% compared to Fidelity Small Cap Growth Fund (FCPGX) at 5.46%. This indicates that DVSMX's price experiences larger fluctuations and is considered to be riskier than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.