FCAGX vs. FCVAX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Fidelity Advisor Small Cap Value Fund Class A (FCVAX).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. FCVAX is managed by Fidelity. It was launched on Nov 3, 2004.
Performance
FCAGX vs. FCVAX - Performance Comparison
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FCAGX vs. FCVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 0.65% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.62% |
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 2.60% | 7.75% | 7.72% | 17.47% | -13.29% | 37.77% | 10.82% | 20.47% | -15.50% | 11.99% |
Returns By Period
In the year-to-date period, FCAGX achieves a 0.65% return, which is significantly lower than FCVAX's 2.60% return. Over the past 10 years, FCAGX has outperformed FCVAX with an annualized return of 13.23%, while FCVAX has yielded a comparatively lower 9.50% annualized return.
FCAGX
- 1D
- 0.47%
- 1M
- -4.01%
- YTD
- 0.65%
- 6M
- 3.03%
- 1Y
- 31.94%
- 3Y*
- 14.05%
- 5Y*
- 4.19%
- 10Y*
- 13.23%
FCVAX
- 1D
- 0.36%
- 1M
- -4.74%
- YTD
- 2.60%
- 6M
- 3.49%
- 1Y
- 23.44%
- 3Y*
- 11.11%
- 5Y*
- 6.20%
- 10Y*
- 9.50%
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FCAGX vs. FCVAX - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is higher than FCVAX's 1.26% expense ratio.
Return for Risk
FCAGX vs. FCVAX — Risk / Return Rank
FCAGX
FCVAX
FCAGX vs. FCVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Fidelity Advisor Small Cap Value Fund Class A (FCVAX). 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.
| FCAGX | FCVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.69 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.12 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.18 | +0.68 |
Martin ratioReturn relative to average drawdown | 6.82 | 4.31 | +2.50 |
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
| FCAGX | FCVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.69 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.30 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.43 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.42 | +0.04 |
Correlation
The correlation between FCAGX and FCVAX is 0.87, 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
FCAGX vs. FCVAX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 6.90%, less than FCVAX's 10.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 6.90% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 10.04% | 10.30% | 4.77% | 5.19% | 6.11% | 7.94% | 0.30% | 3.32% | 37.11% | 3.43% | 7.01% | 11.07% |
Drawdowns
FCAGX vs. FCVAX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -61.19%, which is greater than FCVAX's maximum drawdown of -57.86%. Use the drawdown chart below to compare losses from any high point for FCAGX and FCVAX.
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Drawdown Indicators
| FCAGX | FCVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.19% | -57.86% | -3.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -10.41% | -2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -39.13% | -24.90% | -14.23% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -44.71% | +5.58% |
Current DrawdownCurrent decline from peak | -7.47% | -7.21% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -11.56% | -8.17% | -3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.76% | 3.97% | -0.21% |
Volatility
FCAGX vs. FCVAX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 9.67% compared to Fidelity Advisor Small Cap Value Fund Class A (FCVAX) at 6.28%. This indicates that FCAGX's price experiences larger fluctuations and is considered to be riskier than FCVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCAGX | FCVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.67% | 6.28% | +3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 16.80% | 12.17% | +4.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.96% | 21.95% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.40% | 20.83% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.73% | 22.25% | +0.48% |