FCDIX vs. SEEGX

In the year-to-date period, FCDIX achieves a -6.27% return, which is significantly lower than SEEGX's 0.19% return. Over the past 10 years, FCDIX has underperformed SEEGX with an annualized return of 9.13%, while SEEGX has yielded a comparatively higher 16.66% annualized return.

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FCDIX has a 0.92% expense ratio, which is higher than SEEGX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.

The current FCDIX Sharpe Ratio is -0.04, which is lower than the SEEGX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of FCDIX and SEEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCDIX's dividend yield for the trailing twelve months is around 2.96%, more than SEEGX's 1.00% yield.

The maximum FCDIX drawdown since its inception was -64.72%, roughly equal to the maximum SEEGX drawdown of -63.03%. Use the drawdown chart below to compare losses from any high point for FCDIX and SEEGX.

Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) has a higher volatility of 6.24% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 4.76%. This indicates that FCDIX's price experiences larger fluctuations and is considered to be riskier than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.