FCAGX vs. SSCPX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Saratoga Small Capitalization Portfolio (SSCPX).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. SSCPX is managed by Saratoga. It was launched on Sep 1, 1994.
Performance
FCAGX vs. SSCPX - Performance Comparison
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FCAGX vs. SSCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SSCPX Saratoga Small Capitalization Portfolio | -2.63% | 6.41% | 10.79% | 15.16% | -17.56% | 24.53% | 25.39% | 23.71% | -16.14% | 15.58% |
Returns By Period
In the year-to-date period, FCAGX achieves a -5.57% return, which is significantly lower than SSCPX's -2.63% return. Over the past 10 years, FCAGX has outperformed SSCPX with an annualized return of 12.45%, while SSCPX has yielded a comparatively lower 9.16% 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%
SSCPX
- 1D
- -1.77%
- 1M
- -8.88%
- YTD
- -2.63%
- 6M
- -3.54%
- 1Y
- 16.77%
- 3Y*
- 9.57%
- 5Y*
- 3.88%
- 10Y*
- 9.16%
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FCAGX vs. SSCPX - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is lower than SSCPX's 1.70% expense ratio.
Return for Risk
FCAGX vs. SSCPX — Risk / Return Rank
FCAGX
SSCPX
FCAGX vs. SSCPX - 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 Saratoga Small Capitalization Portfolio (SSCPX). 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 | SSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.72 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.14 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.17 | -0.10 |
Martin ratioReturn relative to average drawdown | 4.02 | 3.79 | +0.23 |
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 | SSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.72 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.18 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.40 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.36 | +0.09 |
Correlation
The correlation between FCAGX and SSCPX is 0.92, 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. SSCPX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 7.35%, less than SSCPX's 9.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SSCPX Saratoga Small Capitalization Portfolio | 9.26% | 9.02% | 11.37% | 0.00% | 10.18% | 24.67% | 0.02% | 0.00% | 17.42% | 0.00% | 0.00% | 58.90% |
Drawdowns
FCAGX vs. SSCPX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -61.19%, which is greater than SSCPX's maximum drawdown of -53.65%. Use the drawdown chart below to compare losses from any high point for FCAGX and SSCPX.
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Drawdown Indicators
| FCAGX | SSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.19% | -53.65% | -7.54% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.83% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -39.13% | -27.78% | -11.35% |
Max Drawdown (10Y)Largest decline over 10 years | -39.13% | -43.59% | +4.46% |
Current DrawdownCurrent decline from peak | -13.19% | -11.54% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -10.30% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.66% | 0.00% |
Volatility
FCAGX vs. SSCPX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 8.40% compared to Saratoga Small Capitalization Portfolio (SSCPX) at 7.50%. This indicates that FCAGX's price experiences larger fluctuations and is considered to be riskier than SSCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCAGX | SSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.40% | 7.50% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 16.05% | 14.84% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.51% | 22.41% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.32% | 22.10% | +1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.69% | 22.90% | -0.21% |