FCDTX vs. BOSOX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) and Boston Trust Small Cap Fund (BOSOX).
FCDTX is managed by Fidelity. It was launched on May 2, 2007. BOSOX is managed by Boston Trust Walden.
Performance
FCDTX vs. BOSOX - Performance Comparison
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FCDTX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | 0.26% | 13.73% | 13.89% | 18.79% | -18.70% | 24.02% | 21.08% | 29.68% | -9.50% | 10.97% |
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, FCDTX achieves a 0.26% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, FCDTX has outperformed BOSOX with an annualized return of 11.00%, while BOSOX has yielded a comparatively lower 9.28% annualized return.
FCDTX
- 1D
- -1.77%
- 1M
- -8.46%
- YTD
- 0.26%
- 6M
- 5.45%
- 1Y
- 25.68%
- 3Y*
- 13.87%
- 5Y*
- 6.72%
- 10Y*
- 11.00%
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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FCDTX vs. BOSOX - Expense Ratio Comparison
FCDTX has a 1.46% expense ratio, which is higher than BOSOX's 1.00% expense ratio.
Return for Risk
FCDTX vs. BOSOX — Risk / Return Rank
FCDTX
BOSOX
FCDTX 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 M (FCDTX) 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.
| FCDTX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | -0.13 | +1.27 |
Sortino ratioReturn per unit of downside risk | 1.71 | -0.05 | +1.76 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.99 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | -0.33 | +2.00 |
Martin ratioReturn relative to average drawdown | 7.08 | -1.03 | +8.11 |
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
| FCDTX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | -0.13 | +1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.20 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.48 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.41 | -0.11 |
Correlation
The correlation between FCDTX 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
FCDTX vs. BOSOX - Dividend Comparison
FCDTX's dividend yield for the trailing twelve months is around 0.41%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | 0.41% | 0.42% | 2.47% | 0.00% | 0.04% | 11.15% | 1.50% | 1.91% | 23.15% | 10.48% | 1.20% | 6.83% |
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
FCDTX vs. BOSOX - Drawdown Comparison
The maximum FCDTX drawdown since its inception was -65.78%, which is greater than BOSOX's maximum drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for FCDTX and BOSOX.
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Drawdown Indicators
| FCDTX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.78% | -51.32% | -14.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -11.89% | -1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -30.78% | -22.36% | -8.42% |
Max Drawdown (10Y)Largest decline over 10 years | -38.48% | -36.79% | -1.69% |
Current DrawdownCurrent decline from peak | -9.87% | -16.07% | +6.20% |
Average DrawdownAverage peak-to-trough decline | -12.49% | -7.26% | -5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 3.82% | -0.56% |
Volatility
FCDTX vs. BOSOX - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) has a higher volatility of 6.91% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that FCDTX'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
| FCDTX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 4.10% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 10.48% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.17% | 18.96% | +3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 17.82% | +3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 19.56% | +2.23% |