FCDTX vs. FSOPX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) and Fidelity Series Small Cap Opportunities Fund (FSOPX).
FCDTX is managed by Fidelity. It was launched on May 2, 2007. FSOPX is managed by Fidelity. It was launched on Mar 22, 2007.
Performance
FCDTX vs. FSOPX - Performance Comparison
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FCDTX vs. FSOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | 4.00% | 13.73% | 13.89% | 18.79% | -18.70% | 24.02% | 21.08% | 29.68% | -9.50% | 10.97% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 4.69% | 15.81% | 15.31% | 20.38% | -17.82% | 23.39% | 17.03% | 29.92% | -8.12% | 11.10% |
Returns By Period
In the year-to-date period, FCDTX achieves a 4.00% return, which is significantly lower than FSOPX's 4.69% return. Both investments have delivered pretty close results over the past 10 years, with FCDTX having a 11.40% annualized return and FSOPX not far ahead at 11.92%.
FCDTX
- 1D
- 3.73%
- 1M
- -5.40%
- YTD
- 4.00%
- 6M
- 9.42%
- 1Y
- 30.03%
- 3Y*
- 15.27%
- 5Y*
- 7.15%
- 10Y*
- 11.40%
FSOPX
- 1D
- 3.79%
- 1M
- -5.19%
- YTD
- 4.69%
- 6M
- 10.60%
- 1Y
- 32.66%
- 3Y*
- 17.07%
- 5Y*
- 8.69%
- 10Y*
- 11.92%
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FCDTX vs. FSOPX - Expense Ratio Comparison
FCDTX has a 1.46% expense ratio, which is higher than FSOPX's 0.00% expense ratio.
Return for Risk
FCDTX vs. FSOPX — Risk / Return Rank
FCDTX
FSOPX
FCDTX vs. FSOPX - 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 Fidelity Series Small Cap Opportunities Fund (FSOPX). 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 | FSOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.48 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.98 | 2.13 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 2.35 | -0.19 |
Martin ratioReturn relative to average drawdown | 9.13 | 10.03 | -0.90 |
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 | FSOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.48 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.40 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.55 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.36 | -0.06 |
Correlation
The correlation between FCDTX and FSOPX is 0.99, 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. FSOPX - Dividend Comparison
FCDTX's dividend yield for the trailing twelve months is around 0.40%, less than FSOPX's 4.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | 0.40% | 0.42% | 2.47% | 0.00% | 0.04% | 11.15% | 1.50% | 1.91% | 23.15% | 10.48% | 1.20% | 6.83% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 4.22% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
Drawdowns
FCDTX vs. FSOPX - Drawdown Comparison
The maximum FCDTX drawdown since its inception was -65.78%, which is greater than FSOPX's maximum drawdown of -61.75%. Use the drawdown chart below to compare losses from any high point for FCDTX and FSOPX.
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Drawdown Indicators
| FCDTX | FSOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.78% | -61.75% | -4.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -13.87% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -30.78% | -30.06% | -0.72% |
Max Drawdown (10Y)Largest decline over 10 years | -38.48% | -39.15% | +0.67% |
Current DrawdownCurrent decline from peak | -6.50% | -6.29% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -12.49% | -10.45% | -2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 3.25% | +0.03% |
Volatility
FCDTX vs. FSOPX - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) and Fidelity Series Small Cap Opportunities Fund (FSOPX) have volatilities of 8.00% and 8.00%, 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
| FCDTX | FSOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.00% | 8.00% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 13.55% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.42% | 22.47% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.62% | 21.70% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 21.93% | -0.11% |