FCTGX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class M (FCTGX) and Fidelity ZERO Total Market Index Fund (FZROX).
FCTGX is managed by Fidelity. It was launched on Nov 3, 2004. FZROX is managed by Fidelity.
Performance
FCTGX vs. FZROX - Performance Comparison
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FCTGX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FCTGX Fidelity Advisor Small Cap Growth Fund Class M | -5.64% | 10.58% | 19.92% | 18.39% | -25.72% | 9.89% | 35.65% | 35.62% | -20.19% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
In the year-to-date period, FCTGX achieves a -5.64% return, which is significantly higher than FZROX's -6.77% return.
FCTGX
- 1D
- -2.48%
- 1M
- -10.13%
- YTD
- -5.64%
- 6M
- -2.86%
- 1Y
- 17.44%
- 3Y*
- 11.45%
- 5Y*
- 2.94%
- 10Y*
- 12.16%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
- —
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FCTGX vs. FZROX - Expense Ratio Comparison
FCTGX has a 1.54% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Return for Risk
FCTGX vs. FZROX — Risk / Return Rank
FCTGX
FZROX
FCTGX vs. FZROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class M (FCTGX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
| FCTGX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.84 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.30 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.05 | -0.01 |
Martin ratioReturn relative to average drawdown | 3.93 | 5.11 | -1.19 |
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
| FCTGX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.84 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.60 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.61 | -0.16 |
Correlation
The correlation between FCTGX and FZROX is 0.88, 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
FCTGX vs. FZROX - Dividend Comparison
FCTGX's dividend yield for the trailing twelve months is around 7.89%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTGX Fidelity Advisor Small Cap Growth Fund Class M | 7.89% | 7.44% | 1.07% | 0.00% | 0.00% | 21.26% | 8.90% | 5.81% | 15.13% | 7.17% | 0.81% | 4.23% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCTGX vs. FZROX - Drawdown Comparison
The maximum FCTGX drawdown since its inception was -61.25%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FCTGX and FZROX.
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Drawdown Indicators
| FCTGX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.25% | -34.96% | -26.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -12.44% | -1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -39.21% | -25.12% | -14.09% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | — | — |
Current DrawdownCurrent decline from peak | -13.22% | -8.89% | -4.33% |
Average DrawdownAverage peak-to-trough decline | -11.68% | -5.61% | -6.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.56% | +1.10% |
Volatility
FCTGX vs. FZROX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class M (FCTGX) has a higher volatility of 8.41% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.41%. This indicates that FCTGX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCTGX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.41% | 4.41% | +4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 16.03% | 9.34% | +6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.50% | 18.49% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.32% | 17.40% | +5.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.69% | 20.25% | +2.44% |