FCDIX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Fidelity 500 Index Fund (FXAIX).
FCDIX is managed by Fidelity. It was launched on May 2, 2007. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FCDIX vs. FXAIX - Performance Comparison
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FCDIX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FCDIX achieves a 0.40% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FCDIX has underperformed FXAIX with an annualized return of 11.63%, while FXAIX has yielded a comparatively higher 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FCDIX vs. FXAIX - Expense Ratio Comparison
FCDIX has a 0.92% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FCDIX vs. FXAIX — Risk / Return Rank
FCDIX
FXAIX
FCDIX vs. FXAIX - 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 Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.84 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.30 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.05 | +0.66 |
Martin ratioReturn relative to average drawdown | 7.31 | 5.13 | +2.19 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.84 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.68 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.77 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.75 | -0.43 |
Correlation
The correlation between FCDIX and FXAIX is 0.85, 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. FXAIX - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 0.72%, less than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FCDIX vs. FXAIX - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -65.39%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCDIX and FXAIX.
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Drawdown Indicators
| FCDIX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.39% | -33.79% | -31.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -12.13% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -24.50% | -6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -38.42% | -33.79% | -4.63% |
Current DrawdownCurrent decline from peak | -9.83% | -8.89% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -3.83% | -8.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 2.50% | +0.74% |
Volatility
FCDIX vs. FXAIX - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) has a higher volatility of 6.87% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FCDIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCDIX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 4.24% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 9.08% | +3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 18.13% | +4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.55% | 16.88% | +4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 18.03% | +3.75% |