FCAGX vs. TQSIX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. TQSIX is managed by T. Rowe Price. It was launched on Feb 26, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCAGX or TQSIX.
Key characteristics
| FCAGX | TQSIX | |
|---|---|---|
| YTD Return | 29.52% | 24.31% |
| 1Y Return | 54.96% | 46.00% |
| 3Y Return (Ann) | 0.00% | 9.31% |
| 5Y Return (Ann) | 6.72% | 13.54% |
| Sharpe Ratio | 2.67 | 2.60 |
| Sortino Ratio | 3.55 | 3.62 |
| Omega Ratio | 1.44 | 1.46 |
| Calmar Ratio | 1.25 | 4.12 |
| Martin Ratio | 16.27 | 17.15 |
| Ulcer Index | 3.26% | 2.59% |
| Daily Std Dev | 19.82% | 17.11% |
| Max Drawdown | -59.24% | -40.65% |
| Current Drawdown | -10.56% | 0.00% |
Correlation
The correlation between FCAGX and TQSIX is 0.91, 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. TQSIX - Performance Comparison
In the year-to-date period, FCAGX achieves a 29.52% return, which is significantly higher than TQSIX's 24.31% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCAGX vs. TQSIX - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is higher than TQSIX's 0.68% expense ratio.
Risk-Adjusted Performance
FCAGX vs. TQSIX - 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 T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX). 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. TQSIX - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 0.67%, more than TQSIX's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.61% | 17.23% |
TQSIX T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund | 0.57% | 0.71% | 0.79% | 0.47% | 0.34% | 0.50% | 0.64% | 0.49% | 0.64% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCAGX vs. TQSIX - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -59.24%, which is greater than TQSIX's maximum drawdown of -40.65%. Use the drawdown chart below to compare losses from any high point for FCAGX and TQSIX. For additional features, visit the drawdowns tool.
Volatility
FCAGX vs. TQSIX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 5.86% compared to T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) at 5.37%. This indicates that FCAGX's price experiences larger fluctuations and is considered to be riskier than TQSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.