FCIGX vs. FSSNX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) and Fidelity Small Cap Index Fund (FSSNX).
FCIGX is managed by Fidelity. It was launched on Nov 3, 2004. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCIGX or FSSNX.
Key characteristics
| FCIGX | FSSNX | |
|---|---|---|
| YTD Return | 31.09% | 21.61% |
| 1Y Return | 54.83% | 44.96% |
| 3Y Return (Ann) | 0.87% | 1.92% |
| 5Y Return (Ann) | 7.26% | 10.50% |
| 10Y Return (Ann) | 8.16% | 9.36% |
| Sharpe Ratio | 2.87 | 2.17 |
| Sortino Ratio | 3.75 | 3.06 |
| Omega Ratio | 1.47 | 1.37 |
| Calmar Ratio | 1.40 | 1.67 |
| Martin Ratio | 17.54 | 12.50 |
| Ulcer Index | 3.24% | 3.72% |
| Daily Std Dev | 19.84% | 21.51% |
| Max Drawdown | -59.05% | -41.72% |
| Current Drawdown | -8.09% | 0.00% |
Correlation
The correlation between FCIGX and FSSNX is 0.92, 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
FCIGX vs. FSSNX - Performance Comparison
In the year-to-date period, FCIGX achieves a 31.09% return, which is significantly higher than FSSNX's 21.61% return. Over the past 10 years, FCIGX has underperformed FSSNX with an annualized return of 8.16%, while FSSNX has yielded a comparatively higher 9.36% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCIGX vs. FSSNX - Expense Ratio Comparison
FCIGX has a 1.04% expense ratio, which is higher than FSSNX's 0.03% expense ratio.
Risk-Adjusted Performance
FCIGX vs. FSSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) and Fidelity Small Cap Index Fund (FSSNX). 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
FCIGX vs. FSSNX - Dividend Comparison
FCIGX's dividend yield for the trailing twelve months is around 0.79%, less than FSSNX's 1.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCIGX Fidelity Advisor Small Cap Growth Fund Class I | 0.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.35% | 16.94% |
FSSNX Fidelity Small Cap Index Fund | 1.01% | 1.43% | 1.26% | 1.26% | 0.94% | 1.32% | 1.33% | 1.15% | 1.24% | 2.80% | 4.80% | 2.82% |
Drawdowns
FCIGX vs. FSSNX - Drawdown Comparison
The maximum FCIGX drawdown since its inception was -59.05%, which is greater than FSSNX's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for FCIGX and FSSNX. For additional features, visit the drawdowns tool.
Volatility
FCIGX vs. FSSNX - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) is 5.72%, while Fidelity Small Cap Index Fund (FSSNX) has a volatility of 7.08%. This indicates that FCIGX experiences smaller price fluctuations and is considered to be less risky than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.