FCDTX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) and Fidelity 500 Index Fund (FXAIX).
FCDTX is managed by Fidelity. It was launched on May 2, 2007. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDTX or FXAIX.
Correlation
The correlation between FCDTX and FXAIX is 0.84, 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.
Performance
FCDTX vs. FXAIX - Performance Comparison
Key characteristics
FCDTX:
0.51
FXAIX:
1.87
FCDTX:
0.84
FXAIX:
2.52
FCDTX:
1.10
FXAIX:
1.34
FCDTX:
0.55
FXAIX:
2.83
FCDTX:
1.90
FXAIX:
11.72
FCDTX:
4.93%
FXAIX:
2.04%
FCDTX:
18.40%
FXAIX:
12.76%
FCDTX:
-65.16%
FXAIX:
-33.79%
FCDTX:
-10.11%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, FCDTX achieves a 1.14% return, which is significantly lower than FXAIX's 4.19% return. Over the past 10 years, FCDTX has underperformed FXAIX with an annualized return of 4.17%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
FCDTX
1.14%
-4.00%
0.02%
10.76%
7.33%
4.17%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCDTX vs. FXAIX - Expense Ratio Comparison
FCDTX has a 1.46% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FCDTX vs. FXAIX — Risk-Adjusted Performance Rank
FCDTX
FXAIX
FCDTX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) 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.
Dividends
FCDTX vs. FXAIX - Dividend Comparison
FCDTX's dividend yield for the trailing twelve months is around 0.34%, less than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | 0.34% | 0.34% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.83% | 9.37% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FCDTX vs. FXAIX - Drawdown Comparison
The maximum FCDTX drawdown since its inception was -65.16%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCDTX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FCDTX vs. FXAIX - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) has a higher volatility of 4.15% compared to Fidelity 500 Index Fund (FXAIX) at 3.00%. This indicates that FCDTX'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.