FCDAX vs. FADTX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Fidelity Advisor Technology Fund Class A (FADTX).
FCDAX is managed by Fidelity. It was launched on May 2, 2007. FADTX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDAX or FADTX.
Key characteristics
| FCDAX | FADTX | |
|---|---|---|
| YTD Return | 23.77% | 34.27% |
| 1Y Return | 46.10% | 41.17% |
| 3Y Return (Ann) | 1.21% | 4.36% |
| 5Y Return (Ann) | 10.37% | 17.73% |
| 10Y Return (Ann) | 6.30% | 14.55% |
| Sharpe Ratio | 2.39 | 1.75 |
| Sortino Ratio | 3.32 | 2.31 |
| Omega Ratio | 1.41 | 1.31 |
| Calmar Ratio | 1.54 | 1.91 |
| Martin Ratio | 15.35 | 8.21 |
| Ulcer Index | 3.00% | 4.95% |
| Daily Std Dev | 19.24% | 23.26% |
| Max Drawdown | -65.00% | -82.49% |
| Current Drawdown | -1.48% | -0.54% |
Correlation
The correlation between FCDAX and FADTX is 0.78, 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. FADTX - Performance Comparison
In the year-to-date period, FCDAX achieves a 23.77% return, which is significantly lower than FADTX's 34.27% return. Over the past 10 years, FCDAX has underperformed FADTX with an annualized return of 6.30%, while FADTX has yielded a comparatively higher 14.55% 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. FADTX - Expense Ratio Comparison
FCDAX has a 1.19% expense ratio, which is higher than FADTX's 0.97% expense ratio.
Risk-Adjusted Performance
FCDAX vs. FADTX - 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 Fidelity Advisor Technology Fund Class A (FADTX). 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. FADTX - Dividend Comparison
FCDAX's dividend yield for the trailing twelve months is around 0.02%, while FADTX has not paid dividends to shareholders.
| 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% |
FADTX Fidelity Advisor Technology Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.55% | 8.64% | 1.22% |
Drawdowns
FCDAX vs. FADTX - Drawdown Comparison
The maximum FCDAX drawdown since its inception was -65.00%, smaller than the maximum FADTX drawdown of -82.49%. Use the drawdown chart below to compare losses from any high point for FCDAX and FADTX. For additional features, visit the drawdowns tool.
Volatility
FCDAX vs. FADTX - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Fidelity Advisor Technology Fund Class A (FADTX) have volatilities of 6.35% and 6.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.