FCIGX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) and Fidelity 500 Index Fund (FXAIX).
FCIGX is managed by Fidelity. It was launched on Nov 3, 2004. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FCIGX vs. FXAIX - Performance Comparison
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FCIGX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCIGX Fidelity Advisor Small Cap Growth Fund Class I | -5.51% | 11.17% | 20.53% | 19.01% | -25.35% | 10.45% | 36.36% | 36.31% | -4.57% | 28.97% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FCIGX achieves a -5.51% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FCIGX has underperformed FXAIX with an annualized return of 12.75%, while FXAIX has yielded a comparatively higher 13.75% annualized return.
FCIGX
- 1D
- -2.47%
- 1M
- -10.07%
- YTD
- -5.51%
- 6M
- -2.57%
- 1Y
- 18.06%
- 3Y*
- 12.03%
- 5Y*
- 3.47%
- 10Y*
- 12.75%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FCIGX vs. FXAIX - Expense Ratio Comparison
FCIGX has a 1.04% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FCIGX vs. FXAIX — Risk / Return Rank
FCIGX
FXAIX
FCIGX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) 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.
| FCIGX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.84 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.30 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.05 | +0.04 |
Martin ratioReturn relative to average drawdown | 4.12 | 5.13 | -1.00 |
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
| FCIGX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.84 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.68 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.77 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.75 | -0.29 |
Correlation
The correlation between FCIGX 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.
Dividends
FCIGX vs. FXAIX - Dividend Comparison
FCIGX's dividend yield for the trailing twelve months is around 6.74%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCIGX Fidelity Advisor Small Cap Growth Fund Class I | 6.74% | 6.37% | 1.36% | 0.00% | 0.00% | 19.19% | 8.16% | 5.29% | 14.29% | 6.87% | 0.76% | 4.32% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FCIGX vs. FXAIX - Drawdown Comparison
The maximum FCIGX drawdown since its inception was -61.04%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FCIGX and FXAIX.
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Drawdown Indicators
| FCIGX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -33.79% | -27.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -12.13% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -39.05% | -24.50% | -14.55% |
Max Drawdown (10Y)Largest decline over 10 years | -39.05% | -33.79% | -5.26% |
Current DrawdownCurrent decline from peak | -13.12% | -8.89% | -4.23% |
Average DrawdownAverage peak-to-trough decline | -11.41% | -3.83% | -7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 2.50% | +1.14% |
Volatility
FCIGX vs. FXAIX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) has a higher volatility of 8.40% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FCIGX'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.
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Volatility by Period
| FCIGX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.40% | 4.24% | +4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.04% | 9.08% | +6.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.51% | 18.13% | +6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.32% | 16.88% | +6.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.68% | 18.03% | +4.65% |