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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCVAX or FCAGX.
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.
Performance
FCVAX vs. FCAGX - Performance Comparison
Key characteristics
FCVAX:
0.52
FCAGX:
1.16
FCVAX:
0.87
FCAGX:
1.66
FCVAX:
1.11
FCAGX:
1.20
FCVAX:
0.62
FCAGX:
0.75
FCVAX:
2.03
FCAGX:
5.80
FCVAX:
4.88%
FCAGX:
3.99%
FCVAX:
19.05%
FCAGX:
19.97%
FCVAX:
-58.83%
FCAGX:
-59.24%
FCVAX:
-5.78%
FCAGX:
-15.17%
Returns By Period
In the year-to-date period, FCVAX achieves a 4.74% return, which is significantly higher than FCAGX's 2.68% return. Over the past 10 years, FCVAX has underperformed FCAGX with an annualized return of 3.10%, while FCAGX has yielded a comparatively higher 6.65% annualized return.
FCVAX
4.74%
4.95%
-1.39%
9.32%
7.53%
3.10%
FCAGX
2.68%
1.82%
5.52%
22.14%
3.69%
6.65%
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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.
Risk-Adjusted Performance
FCVAX vs. FCAGX — Risk-Adjusted Performance Rank
FCVAX
FCAGX
FCVAX vs. FCAGX - Risk-Adjusted Performance 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.
Dividends
FCVAX vs. FCAGX - Dividend Comparison
FCVAX's dividend yield for the trailing twelve months is around 0.33%, less than FCAGX's 0.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 0.33% | 0.34% | 0.47% | 0.00% | 1.86% | 0.30% | 0.57% | 0.76% | 0.83% | 0.55% | 11.88% | 12.22% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 0.73% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.61% |
Drawdowns
FCVAX vs. FCAGX - Drawdown Comparison
The maximum FCVAX drawdown since its inception was -58.83%, roughly equal to the maximum FCAGX drawdown of -59.24%. Use the drawdown chart below to compare losses from any high point for FCVAX and FCAGX. For additional features, visit the drawdowns tool.
Volatility
FCVAX vs. FCAGX - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Value Fund Class A (FCVAX) is 4.27%, while Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a volatility of 5.44%. 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.