FCIGX vs. VLXVX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) and Vanguard Target Retirement 2065 Fund (VLXVX).
FCIGX is managed by Fidelity. It was launched on Nov 3, 2004. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Performance
FCIGX vs. VLXVX - Performance Comparison
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FCIGX vs. VLXVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCIGX Fidelity Advisor Small Cap Growth Fund Class I | -0.83% | 11.17% | 20.53% | 19.01% | -25.35% | 10.45% | 36.36% | 36.31% | -4.57% | 11.33% |
VLXVX Vanguard Target Retirement 2065 Fund | -1.45% | 21.44% | 14.37% | 20.40% | -17.41% | 16.46% | 16.18% | 24.97% | -7.94% | 7.68% |
Returns By Period
In the year-to-date period, FCIGX achieves a -0.83% return, which is significantly higher than VLXVX's -1.45% return.
FCIGX
- 1D
- 4.95%
- 1M
- -6.48%
- YTD
- -0.83%
- 6M
- 2.19%
- 1Y
- 24.08%
- 3Y*
- 13.85%
- 5Y*
- 4.13%
- 10Y*
- 13.29%
VLXVX
- 1D
- 2.63%
- 1M
- -5.55%
- YTD
- -1.45%
- 6M
- 1.15%
- 1Y
- 19.93%
- 3Y*
- 15.62%
- 5Y*
- 8.43%
- 10Y*
- —
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FCIGX vs. VLXVX - Expense Ratio Comparison
FCIGX has a 1.04% expense ratio, which is higher than VLXVX's 0.08% expense ratio.
Return for Risk
FCIGX vs. VLXVX — Risk / Return Rank
FCIGX
VLXVX
FCIGX vs. VLXVX - 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 Vanguard Target Retirement 2065 Fund (VLXVX). 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 | VLXVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.36 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.96 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.93 | -0.24 |
Martin ratioReturn relative to average drawdown | 6.33 | 8.75 | -2.42 |
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 | VLXVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.36 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.60 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.64 | -0.16 |
Correlation
The correlation between FCIGX and VLXVX is 0.85, 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. VLXVX - Dividend Comparison
FCIGX's dividend yield for the trailing twelve months is around 6.42%, more than VLXVX's 2.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCIGX Fidelity Advisor Small Cap Growth Fund Class I | 6.42% | 6.37% | 1.36% | 0.00% | 0.00% | 19.19% | 8.16% | 5.29% | 14.29% | 6.87% | 0.76% | 4.32% |
VLXVX Vanguard Target Retirement 2065 Fund | 2.03% | 2.00% | 2.11% | 2.06% | 2.00% | 1.93% | 1.60% | 1.90% | 1.85% | 0.78% | 0.00% | 0.00% |
Drawdowns
FCIGX vs. VLXVX - Drawdown Comparison
The maximum FCIGX drawdown since its inception was -61.04%, which is greater than VLXVX's maximum drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for FCIGX and VLXVX.
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Drawdown Indicators
| FCIGX | VLXVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -31.42% | -29.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -10.52% | -3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -39.05% | -25.37% | -13.68% |
Max Drawdown (10Y)Largest decline over 10 years | -39.05% | — | — |
Current DrawdownCurrent decline from peak | -8.81% | -6.54% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -11.41% | -5.06% | -6.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.32% | +1.36% |
Volatility
FCIGX vs. VLXVX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) has a higher volatility of 9.88% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 5.61%. This indicates that FCIGX's price experiences larger fluctuations and is considered to be riskier than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCIGX | VLXVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.88% | 5.61% | +4.27% |
Volatility (6M)Calculated over the trailing 6-month period | 16.74% | 8.97% | +7.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.94% | 15.00% | +9.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 14.13% | +9.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.73% | 15.74% | +6.99% |