FCDIX vs. WESCX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and TETON Westwood SmallCap Equity Fund (WESCX).
FCDIX is managed by Fidelity. It was launched on May 2, 2007. WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997.
Performance
FCDIX vs. WESCX - Performance Comparison
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FCDIX vs. WESCX - 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% |
WESCX TETON Westwood SmallCap Equity Fund | 6.21% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
Returns By Period
In the year-to-date period, FCDIX achieves a 0.40% return, which is significantly lower than WESCX's 6.21% return. Over the past 10 years, FCDIX has underperformed WESCX with an annualized return of 11.63%, while WESCX has yielded a comparatively higher 13.08% 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%
WESCX
- 1D
- -1.64%
- 1M
- -8.28%
- YTD
- 6.21%
- 6M
- 15.03%
- 1Y
- 37.79%
- 3Y*
- 17.04%
- 5Y*
- 9.06%
- 10Y*
- 13.08%
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FCDIX vs. WESCX - Expense Ratio Comparison
FCDIX has a 0.92% expense ratio, which is lower than WESCX's 1.25% expense ratio.
Return for Risk
FCDIX vs. WESCX — Risk / Return Rank
FCDIX
WESCX
FCDIX vs. WESCX - 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 TETON Westwood SmallCap Equity Fund (WESCX). 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 | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.53 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.75 | 2.12 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.32 | -0.60 |
Martin ratioReturn relative to average drawdown | 7.31 | 8.83 | -1.52 |
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 | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.53 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.42 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.55 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.32 | 0.00 |
Correlation
The correlation between FCDIX and WESCX is 0.94, 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. WESCX - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 0.72%, less than WESCX's 7.06% 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% |
WESCX TETON Westwood SmallCap Equity Fund | 7.06% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
Drawdowns
FCDIX vs. WESCX - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -65.39%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for FCDIX and WESCX.
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Drawdown Indicators
| FCDIX | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.39% | -70.60% | +5.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -14.72% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -26.22% | -4.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.42% | -45.13% | +6.71% |
Current DrawdownCurrent decline from peak | -9.83% | -10.19% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -20.27% | +8.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.86% | -0.62% |
Volatility
FCDIX vs. WESCX - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and TETON Westwood SmallCap Equity Fund (WESCX) have volatilities of 6.87% and 7.22%, 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
| FCDIX | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 7.22% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 14.05% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 24.90% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.55% | 21.65% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 23.65% | -1.87% |