FCDAX vs. FCAGX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX).
FCDAX is managed by Fidelity. It was launched on May 2, 2007. FCAGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDAX or FCAGX.
Correlation
The correlation between FCDAX and FCAGX is 0.95, 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. FCAGX - Performance Comparison
Key characteristics
FCDAX:
0.87
FCAGX:
1.16
FCDAX:
1.31
FCAGX:
1.66
FCDAX:
1.16
FCAGX:
1.20
FCDAX:
0.91
FCAGX:
0.75
FCDAX:
3.77
FCAGX:
5.80
FCDAX:
4.34%
FCAGX:
3.99%
FCDAX:
18.95%
FCAGX:
19.97%
FCDAX:
-64.93%
FCAGX:
-59.24%
FCDAX:
-8.42%
FCAGX:
-15.17%
Returns By Period
In the year-to-date period, FCDAX achieves a 2.95% return, which is significantly higher than FCAGX's 2.68% return. Over the past 10 years, FCDAX has underperformed FCAGX with an annualized return of 5.39%, while FCAGX has yielded a comparatively higher 6.65% annualized return.
FCDAX
2.95%
2.78%
0.00%
15.19%
8.32%
5.39%
FCAGX
2.68%
1.82%
5.52%
22.14%
3.69%
6.65%
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FCDAX vs. FCAGX - Expense Ratio Comparison
FCDAX has a 1.19% expense ratio, which is lower than FCAGX's 1.29% expense ratio.
Risk-Adjusted Performance
FCDAX vs. FCAGX — Risk-Adjusted Performance Rank
FCDAX
FCAGX
FCDAX vs. FCAGX - 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 Small Cap Growth Fund Class A (FCAGX). 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. FCAGX - Dividend Comparison
FCDAX's dividend yield for the trailing twelve months is around 0.57%, less than FCAGX's 0.73% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.57% | 0.59% | 0.02% | 0.08% | 0.00% | 0.00% | 0.12% | 0.06% | 0.13% | 0.26% | 7.17% | 9.61% |
Fidelity Advisor Small Cap Growth Fund Class A | 0.73% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.61% |
Drawdowns
FCDAX vs. FCAGX - Drawdown Comparison
The maximum FCDAX drawdown since its inception was -64.93%, which is greater than FCAGX's maximum drawdown of -59.24%. Use the drawdown chart below to compare losses from any high point for FCDAX and FCAGX. For additional features, visit the drawdowns tool.
Volatility
FCDAX vs. FCAGX - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) is 4.79%, while Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a volatility of 5.44%. This indicates that FCDAX experiences smaller price fluctuations and is considered to be less risky than FCAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.