FCVAX vs. FCAGX
Compare and contrast key facts about Fidelity Advisor Small Cap Value Fund Class A (FCVAX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX).
FCVAX is managed by Fidelity. It was launched on Nov 3, 2004. FCAGX is managed by Fidelity. It was launched on Nov 3, 2004.
Performance
FCVAX vs. FCAGX - Performance Comparison
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FCVAX vs. FCAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 1.88% | 7.75% | 7.72% | 17.47% | -13.29% | 37.77% | 10.82% | 20.47% | -15.50% | 11.99% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | -0.87% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.62% |
Returns By Period
In the year-to-date period, FCVAX achieves a 1.88% return, which is significantly higher than FCAGX's -0.87% return. Over the past 10 years, FCVAX has underperformed FCAGX with an annualized return of 9.33%, while FCAGX has yielded a comparatively higher 13.00% annualized return.
FCVAX
- 1D
- 2.84%
- 1M
- -6.72%
- YTD
- 1.88%
- 6M
- 3.38%
- 1Y
- 16.28%
- 3Y*
- 10.89%
- 5Y*
- 6.05%
- 10Y*
- 9.33%
FCAGX
- 1D
- 4.98%
- 1M
- -6.49%
- YTD
- -0.87%
- 6M
- 2.10%
- 1Y
- 23.76%
- 3Y*
- 13.57%
- 5Y*
- 3.87%
- 10Y*
- 13.00%
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FCVAX vs. FCAGX - Expense Ratio Comparison
FCVAX has a 1.26% expense ratio, which is lower than FCAGX's 1.29% expense ratio.
Return for Risk
FCVAX vs. FCAGX — Risk / Return Rank
FCVAX
FCAGX
FCVAX vs. FCAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Value Fund Class A (FCVAX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX). 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.
| FCVAX | FCAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.95 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.45 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.19 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.68 | -0.54 |
Martin ratioReturn relative to average drawdown | 4.19 | 6.23 | -2.03 |
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
| FCVAX | FCAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.95 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.17 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.57 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.46 | -0.04 |
Correlation
The correlation between FCVAX and FCAGX is 0.87, 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
FCVAX vs. FCAGX - Dividend Comparison
FCVAX's dividend yield for the trailing twelve months is around 10.11%, more than FCAGX's 7.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 10.11% | 10.30% | 4.77% | 5.19% | 6.11% | 7.94% | 0.30% | 3.32% | 37.11% | 3.43% | 7.01% | 11.07% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 7.01% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
Drawdowns
FCVAX vs. FCAGX - Drawdown Comparison
The maximum FCVAX drawdown since its inception was -57.86%, smaller than the maximum FCAGX drawdown of -61.19%. Use the drawdown chart below to compare losses from any high point for FCVAX and FCAGX.
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Drawdown Indicators
| FCVAX | FCAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.86% | -61.19% | +3.33% |
Max Drawdown (1Y)Largest decline over 1 year | -14.47% | -13.76% | -0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -39.13% | +14.23% |
Max Drawdown (10Y)Largest decline over 10 years | -44.71% | -39.13% | -5.58% |
Current DrawdownCurrent decline from peak | -7.87% | -8.87% | +1.00% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -11.56% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.70% | +0.21% |
Volatility
FCVAX vs. FCAGX - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Value Fund Class A (FCVAX) is 6.40%, while Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a volatility of 9.90%. This indicates that FCVAX experiences smaller price fluctuations and is considered to be less risky than FCAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCVAX | FCAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 9.90% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.16% | 16.76% | -4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 24.94% | -2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 23.42% | -2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.26% | 22.74% | -0.48% |