FCDAX vs. DEVLX

In the year-to-date period, FCDAX achieves a -4.48% return, which is significantly lower than DEVLX's -1.52% return. Over the past 10 years, FCDAX has underperformed DEVLX with an annualized return of 3.72%, while DEVLX has yielded a comparatively higher 7.05% annualized return.

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FCDAX has a 1.19% expense ratio, which is higher than DEVLX's 1.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Delaware Small Cap Value Fund (DEVLX). 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.

The current FCDAX Sharpe Ratio is -0.07, which is lower than the DEVLX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of FCDAX and DEVLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCDAX's dividend yield for the trailing twelve months is around 0.62%, less than DEVLX's 12.87% yield.

The maximum FCDAX drawdown since its inception was -64.98%, which is greater than DEVLX's maximum drawdown of -60.08%. Use the drawdown chart below to compare losses from any high point for FCDAX and DEVLX. For additional features, visit the drawdowns tool.

Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) has a higher volatility of 6.46% compared to Delaware Small Cap Value Fund (DEVLX) at 5.96%. This indicates that FCDAX's price experiences larger fluctuations and is considered to be riskier than DEVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.