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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCAGX or FCVAX.
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.
Performance
FCAGX vs. FCVAX - Performance Comparison
Key characteristics
FCAGX:
1.19
FCVAX:
0.50
FCAGX:
1.70
FCVAX:
0.84
FCAGX:
1.21
FCVAX:
1.10
FCAGX:
0.77
FCVAX:
0.59
FCAGX:
5.94
FCVAX:
1.92
FCAGX:
4.00%
FCVAX:
4.89%
FCAGX:
19.96%
FCVAX:
19.01%
FCAGX:
-59.24%
FCVAX:
-58.83%
FCAGX:
-14.18%
FCVAX:
-6.05%
Returns By Period
In the year-to-date period, FCAGX achieves a 3.87% return, which is significantly lower than FCVAX's 4.43% return. Over the past 10 years, FCAGX has outperformed FCVAX with an annualized return of 6.77%, while FCVAX has yielded a comparatively lower 3.07% annualized return.
FCAGX
3.87%
3.01%
6.85%
21.35%
3.90%
6.77%
FCVAX
4.43%
4.64%
-2.56%
7.69%
7.40%
3.07%
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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.
Risk-Adjusted Performance
FCAGX vs. FCVAX — Risk-Adjusted Performance Rank
FCAGX
FCVAX
FCAGX vs. FCVAX - Risk-Adjusted Performance 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.
Dividends
FCAGX vs. FCVAX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 0.72%, more than FCVAX's 0.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 0.72% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.61% |
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 0.33% | 0.34% | 0.47% | 0.00% | 1.86% | 0.30% | 0.57% | 0.76% | 0.83% | 0.55% | 11.88% | 12.22% |
Drawdowns
FCAGX vs. FCVAX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -59.24%, roughly equal to the maximum FCVAX drawdown of -58.83%. Use the drawdown chart below to compare losses from any high point for FCAGX and FCVAX. For additional features, visit the drawdowns tool.
Volatility
FCAGX vs. FCVAX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 5.46% compared to Fidelity Advisor Small Cap Value Fund Class A (FCVAX) at 4.25%. 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.