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FCAGX vs. FSCDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCAGX vs. FSCDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Fidelity Advisor Small Cap Fund Class A (FSCDX). The values are adjusted to include any dividend payments, if applicable.

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FCAGX vs. FSCDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCAGX
Fidelity Advisor Small Cap Growth Fund Class A
-5.57%10.88%20.21%18.72%-25.57%10.19%36.01%35.97%-4.85%28.62%
FSCDX
Fidelity Advisor Small Cap Fund Class A
0.63%11.85%-2.52%18.29%-20.70%31.22%17.13%32.31%-16.38%13.77%

Returns By Period

In the year-to-date period, FCAGX achieves a -5.57% return, which is significantly lower than FSCDX's 0.63% return. Over the past 10 years, FCAGX has outperformed FSCDX with an annualized return of 12.45%, while FSCDX has yielded a comparatively lower 8.24% annualized return.


FCAGX

1D
-2.47%
1M
-10.10%
YTD
-5.57%
6M
-2.71%
1Y
17.77%
3Y*
11.75%
5Y*
3.20%
10Y*
12.45%

FSCDX

1D
-1.75%
1M
-7.93%
YTD
0.63%
6M
4.06%
1Y
22.66%
3Y*
7.26%
5Y*
3.36%
10Y*
8.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCAGX vs. FSCDX - Expense Ratio Comparison

FCAGX has a 1.29% expense ratio, which is higher than FSCDX's 1.22% expense ratio.


Return for Risk

FCAGX vs. FSCDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCAGX
FCAGX Risk / Return Rank: 3434
Overall Rank
FCAGX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
FCAGX Sortino Ratio Rank: 3333
Sortino Ratio Rank
FCAGX Omega Ratio Rank: 2828
Omega Ratio Rank
FCAGX Calmar Ratio Rank: 4242
Calmar Ratio Rank
FCAGX Martin Ratio Rank: 3939
Martin Ratio Rank

FSCDX
FSCDX Risk / Return Rank: 6060
Overall Rank
FSCDX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
FSCDX Sortino Ratio Rank: 6161
Sortino Ratio Rank
FSCDX Omega Ratio Rank: 5151
Omega Ratio Rank
FSCDX Calmar Ratio Rank: 6464
Calmar Ratio Rank
FSCDX Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCAGX vs. FSCDX - 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 Fund Class A (FSCDX). 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.


FCAGXFSCDXDifference

Sharpe ratio

Return per unit of total volatility

0.71

1.03

-0.32

Sortino ratio

Return per unit of downside risk

1.13

1.56

-0.44

Omega ratio

Gain probability vs. loss probability

1.15

1.21

-0.06

Calmar ratio

Return relative to maximum drawdown

1.07

1.47

-0.40

Martin ratio

Return relative to average drawdown

4.02

6.28

-2.26

FCAGX vs. FSCDX - Sharpe Ratio Comparison

The current FCAGX Sharpe Ratio is 0.71, which is lower than the FSCDX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of FCAGX and FSCDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCAGXFSCDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

1.03

-0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

0.15

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.38

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.44

+0.02

Correlation

The correlation between FCAGX and FSCDX is 0.93, 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. FSCDX - Dividend Comparison

FCAGX's dividend yield for the trailing twelve months is around 7.35%, more than FSCDX's 1.90% yield.


TTM20252024202320222021202020192018201720162015
FCAGX
Fidelity Advisor Small Cap Growth Fund Class A
7.35%6.94%1.20%0.00%0.00%20.36%8.58%5.58%14.80%7.05%0.79%4.32%
FSCDX
Fidelity Advisor Small Cap Fund Class A
1.90%1.92%0.00%1.36%5.36%10.98%2.70%3.97%14.60%14.03%2.35%8.39%

Drawdowns

FCAGX vs. FSCDX - Drawdown Comparison

The maximum FCAGX drawdown since its inception was -61.19%, which is greater than FSCDX's maximum drawdown of -50.10%. Use the drawdown chart below to compare losses from any high point for FCAGX and FSCDX.


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Drawdown Indicators


FCAGXFSCDXDifference

Max Drawdown

Largest peak-to-trough decline

-61.19%

-50.10%

-11.09%

Max Drawdown (1Y)

Largest decline over 1 year

-13.76%

-13.77%

+0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-39.13%

-35.42%

-3.71%

Max Drawdown (10Y)

Largest decline over 10 years

-39.13%

-40.44%

+1.31%

Current Drawdown

Current decline from peak

-13.19%

-10.27%

-2.92%

Average Drawdown

Average peak-to-trough decline

-11.57%

-11.69%

+0.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.66%

3.21%

+0.45%

Volatility

FCAGX vs. FSCDX - Volatility Comparison

Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 8.40% compared to Fidelity Advisor Small Cap Fund Class A (FSCDX) at 6.42%. This indicates that FCAGX's price experiences larger fluctuations and is considered to be riskier than FSCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCAGXFSCDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.40%

6.42%

+1.98%

Volatility (6M)

Calculated over the trailing 6-month period

16.05%

12.61%

+3.44%

Volatility (1Y)

Calculated over the trailing 1-year period

24.51%

21.92%

+2.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.32%

22.07%

+1.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.69%

21.90%

+0.79%