FCDAX vs. DEVLX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Delaware Small Cap Value Fund (DEVLX).
FCDAX is managed by Fidelity. It was launched on May 2, 2007. DEVLX is managed by Delaware Funds. It was launched on Jun 24, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDAX or DEVLX.
Key characteristics
| FCDAX | DEVLX | |
|---|---|---|
| YTD Return | 23.77% | 19.05% |
| 1Y Return | 46.10% | 30.83% |
| 3Y Return (Ann) | 1.21% | -0.03% |
| 5Y Return (Ann) | 10.37% | 5.94% |
| 10Y Return (Ann) | 6.30% | 4.34% |
| Sharpe Ratio | 2.39 | 1.54 |
| Sortino Ratio | 3.32 | 2.19 |
| Omega Ratio | 1.41 | 1.29 |
| Calmar Ratio | 1.54 | 1.28 |
| Martin Ratio | 15.35 | 7.46 |
| Ulcer Index | 3.00% | 4.12% |
| Daily Std Dev | 19.24% | 20.02% |
| Max Drawdown | -65.00% | -63.90% |
| Current Drawdown | -1.48% | -1.22% |
Correlation
The correlation between FCDAX and DEVLX 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.
Performance
FCDAX vs. DEVLX - Performance Comparison
In the year-to-date period, FCDAX achieves a 23.77% return, which is significantly higher than DEVLX's 19.05% return. Over the past 10 years, FCDAX has outperformed DEVLX with an annualized return of 6.30%, while DEVLX has yielded a comparatively lower 4.34% annualized 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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FCDAX vs. DEVLX - Expense Ratio Comparison
FCDAX has a 1.19% expense ratio, which is higher than DEVLX's 1.11% expense ratio.
Risk-Adjusted Performance
FCDAX vs. DEVLX - Risk-Adjusted Performance Comparison
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.
Dividends
FCDAX vs. DEVLX - Dividend Comparison
FCDAX's dividend yield for the trailing twelve months is around 0.02%, less than DEVLX's 2.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.02% | 0.02% | 0.08% | 0.00% | 0.00% | 0.12% | 0.06% | 0.13% | 0.26% | 7.17% | 9.61% | 4.85% |
DEVLX Delaware Small Cap Value Fund | 2.36% | 2.81% | 0.77% | 0.37% | 0.68% | 0.95% | 0.84% | 0.40% | 0.52% | 0.71% | 0.34% | 0.10% |
Drawdowns
FCDAX vs. DEVLX - Drawdown Comparison
The maximum FCDAX drawdown since its inception was -65.00%, roughly equal to the maximum DEVLX drawdown of -63.90%. Use the drawdown chart below to compare losses from any high point for FCDAX and DEVLX. For additional features, visit the drawdowns tool.
Volatility
FCDAX vs. DEVLX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) is 6.35%, while Delaware Small Cap Value Fund (DEVLX) has a volatility of 7.72%. This indicates that FCDAX experiences smaller price fluctuations and is considered to be less risky than DEVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.