FCDCX vs. FSOPX
FCDCX (Fidelity Advisor Stock Selector Small Cap Fund Class C) and FSOPX (Fidelity Series Small Cap Opportunities Fund) are both Small Cap Blend Equities funds from Fidelity. Over the past 10 years, FCDCX returned 11.67%/yr vs 12.83%/yr for FSOPX. Their 0.99 correlation means they have historically moved very closely together. FCDCX charges 1.98%/yr vs 0.00%/yr for FSOPX.
Performance
FCDCX vs. FSOPX - Performance Comparison
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Returns By Period
In the year-to-date period, FCDCX achieves a 19.08% return, which is significantly lower than FSOPX's 21.27% return. Over the past 10 years, FCDCX has underperformed FSOPX with an annualized return of 11.67%, while FSOPX has yielded a comparatively higher 12.83% annualized return.
FCDCX
- 1D
- 1.68%
- 1M
- -0.65%
- 6M
- 12.81%
- YTD
- 19.08%
- 1Y
- 36.08%
- 3Y*
- 16.56%
- 5Y*
- 9.51%
- 10Y*
- 11.67%
- ALL TIME*
- 7.31%
FSOPX
- 1D
- 1.81%
- 1M
- -0.30%
- 6M
- 14.63%
- YTD
- 21.27%
- 1Y
- 39.87%
- 3Y*
- 19.09%
- 5Y*
- 11.88%
- 10Y*
- 12.83%
- ALL TIME*
- 9.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FCDCX vs. FSOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCDCX Fidelity Advisor Stock Selector Small Cap Fund Class C | 19.08% | 13.17% | 13.33% | 18.21% | -19.13% | 23.37% | 20.43% | 29.00% | -9.94% | 10.46% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 21.27% | 15.81% | 15.31% | 20.38% | -17.82% | 23.39% | 17.03% | 29.92% | -8.12% | 11.10% |
Correlation
The correlation between FCDCX and FSOPX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2007 | 0.99 |
The correlation between FCDCX and FSOPX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
FCDCX vs. FSOPX — Risk / Return Rank
FCDCX
FSOPX
FCDCX vs. FSOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class C (FCDCX) and Fidelity Series Small Cap Opportunities Fund (FSOPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FCDCX | FSOPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.33 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.22 | 3.64 | -0.42 |
| Martin ratioReturn relative to average drawdown | 12.08 | 13.81 | -1.73 |
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Drawdowns
FCDCX vs. FSOPX - Drawdown Comparison
The maximum FCDCX drawdown since its inception was -66.05%, which is greater than FSOPX's maximum drawdown of -61.75%. Use the drawdown chart below to compare losses from any high point for FCDCX and FSOPX.
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Drawdown Indicators
| FCDCX | FSOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.05% | -61.75% | -4.30% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -9.99% | -0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -27.71% | -27.17% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -31.01% | -30.06% | -0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -39.15% | +0.64% |
Current DrawdownCurrent decline from peak | -2.97% | -2.67% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -12.77% | -10.30% | -2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.63% | +0.07% |
Volatility
FCDCX vs. FSOPX - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class C (FCDCX) and Fidelity Series Small Cap Opportunities Fund (FSOPX) have volatilities of 4.47% and 4.54%, 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.
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Volatility by Period
| FCDCX | FSOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 4.54% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 14.25% | 14.38% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.53% | 18.67% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.62% | 21.74% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.86% | 21.99% | -0.13% |
FCDCX vs. FSOPX - Expense Ratio Comparison
FCDCX has a 1.98% expense ratio, which is higher than FSOPX's 0.00% expense ratio.
Dividends
FCDCX vs. FSOPX - Dividend Comparison
FCDCX's dividend yield for the trailing twelve months is around 0.39%, less than FSOPX's 3.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDCX Fidelity Advisor Stock Selector Small Cap Fund Class C | 0.39% | 0.46% | 2.71% | 0.00% | 0.00% | 11.76% | 1.62% | 2.06% | 24.14% | 11.06% | 1.26% | 7.10% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 3.64% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
Frequently Asked Questions
With a correlation of 1.00, FCDCX and FSOPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FSOPX has higher volatility (4.54%) compared to FCDCX (4.47%). In terms of maximum drawdown, FCDCX dropped -66.05% vs FSOPX's -61.75%.
FSOPX currently has the higher Sharpe Ratio (1.95 vs 1.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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