FCDIX vs. BOSOX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Boston Trust Small Cap Fund (BOSOX).
FCDIX is managed by Fidelity. It was launched on May 2, 2007. BOSOX is managed by Boston Trust Walden.
Performance
FCDIX vs. BOSOX - Performance Comparison
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FCDIX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 0.40% | 14.34% | 14.47% | 19.42% | -18.28% | 24.75% | 21.74% | 30.46% | -8.94% | 11.72% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, FCDIX achieves a 0.40% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, FCDIX has outperformed BOSOX with an annualized return of 11.63%, while BOSOX has yielded a comparatively lower 9.28% annualized return.
FCDIX
- 1D
- -1.77%
- 1M
- -8.42%
- YTD
- 0.40%
- 6M
- 5.71%
- 1Y
- 26.32%
- 3Y*
- 14.47%
- 5Y*
- 7.28%
- 10Y*
- 11.63%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
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FCDIX vs. BOSOX - Expense Ratio Comparison
FCDIX has a 0.92% expense ratio, which is lower than BOSOX's 1.00% expense ratio.
Return for Risk
FCDIX vs. BOSOX — Risk / Return Rank
FCDIX
BOSOX
FCDIX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Boston Trust Small Cap Fund (BOSOX). 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.
| FCDIX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | -0.13 | +1.31 |
Sortino ratioReturn per unit of downside risk | 1.75 | -0.05 | +1.80 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.99 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | -0.33 | +2.05 |
Martin ratioReturn relative to average drawdown | 7.31 | -1.03 | +8.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCDIX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | -0.13 | +1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.20 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.48 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.41 | -0.09 |
Correlation
The correlation between FCDIX and BOSOX 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.
Dividends
FCDIX vs. BOSOX - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 0.72%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 0.72% | 0.72% | 2.77% | 0.24% | 0.12% | 10.79% | 1.39% | 1.84% | 22.34% | 10.40% | 1.62% | 7.07% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
FCDIX vs. BOSOX - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -65.39%, which is greater than BOSOX's maximum drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for FCDIX and BOSOX.
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Drawdown Indicators
| FCDIX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.39% | -51.32% | -14.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -11.89% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -22.36% | -8.20% |
Max Drawdown (10Y)Largest decline over 10 years | -38.42% | -36.79% | -1.63% |
Current DrawdownCurrent decline from peak | -9.83% | -16.07% | +6.24% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -7.26% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.82% | -0.58% |
Volatility
FCDIX vs. BOSOX - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) has a higher volatility of 6.87% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that FCDIX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCDIX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 4.10% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 10.48% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 18.96% | +3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.55% | 17.82% | +3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 19.56% | +2.22% |