FCVAX vs. SSCVX
FCVAX (Fidelity Advisor Small Cap Value Fund Class A) and SSCVX (Columbia Select Small Cap Value Fund) are both Small Cap Value Equities funds. Over the past 10 years, FCVAX returned 11.52%/yr vs 10.41%/yr for SSCVX. Their correlation of 0.93 suggests significant overlap in exposure. FCVAX charges 1.26%/yr vs 1.28%/yr for SSCVX.
Performance
FCVAX vs. SSCVX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with FCVAX having a 23.07% return and SSCVX slightly higher at 23.56%. Over the past 10 years, FCVAX has outperformed SSCVX with an annualized return of 11.52%, while SSCVX has yielded a comparatively lower 10.41% annualized return.
FCVAX
- 1D
- -0.51%
- 1M
- 4.88%
- YTD
- 23.07%
- 6M
- 20.33%
- 1Y
- 36.00%
- 3Y*
- 18.28%
- 5Y*
- 9.09%
- 10Y*
- 11.52%
SSCVX
- 1D
- 0.59%
- 1M
- 2.79%
- YTD
- 23.56%
- 6M
- 21.24%
- 1Y
- 35.82%
- 3Y*
- 17.01%
- 5Y*
- 7.64%
- 10Y*
- 10.41%
FCVAX vs. SSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 23.07% | 7.75% | 7.72% | 17.47% | -13.29% | 37.77% | 10.82% | 20.47% | -15.50% | 11.99% |
SSCVX Columbia Select Small Cap Value Fund | 23.56% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
Correlation
The correlation between FCVAX and SSCVX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2004 | 0.93 |
The correlation between FCVAX and SSCVX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
FCVAX vs. SSCVX — Risk / Return Rank
FCVAX
SSCVX
FCVAX vs. SSCVX - 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 Columbia Select Small Cap Value Fund (SSCVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FCVAX | SSCVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.64 | 4.73 | -1.09 |
| Martin ratioReturn relative to average drawdown | 12.73 | 14.49 | -1.76 |
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Drawdowns
FCVAX vs. SSCVX - Drawdown Comparison
The maximum FCVAX drawdown since its inception was -57.86%, smaller than the maximum SSCVX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for FCVAX and SSCVX.
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Drawdown Indicators
| FCVAX | SSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.86% | -65.34% | +7.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -7.88% | -2.53% |
Max Drawdown (3Y)Largest decline over 3 years | -24.90% | -29.22% | +4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -29.22% | +4.32% |
Max Drawdown (10Y)Largest decline over 10 years | -44.71% | -48.87% | +4.16% |
Current DrawdownCurrent decline from peak | -0.51% | -0.63% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -8.10% | -11.83% | +3.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 2.56% | +0.41% |
Volatility
FCVAX vs. SSCVX - Volatility Comparison
Fidelity Advisor Small Cap Value Fund Class A (FCVAX) has a higher volatility of 5.87% compared to Columbia Select Small Cap Value Fund (SSCVX) at 5.21%. This indicates that FCVAX's price experiences larger fluctuations and is considered to be riskier than SSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCVAX | SSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 5.21% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 12.30% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 17.70% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.96% | 21.19% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 23.43% | -1.08% |
FCVAX vs. SSCVX - Expense Ratio Comparison
FCVAX has a 1.26% expense ratio, which is lower than SSCVX's 1.28% expense ratio.
Dividends
FCVAX vs. SSCVX - Dividend Comparison
FCVAX's dividend yield for the trailing twelve months is around 8.37%, less than SSCVX's 8.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 8.37% | 10.30% | 4.77% | 5.19% | 6.11% | 7.94% | 0.30% | 3.32% | 37.11% | 3.43% | 7.01% | 11.07% |
SSCVX Columbia Select Small Cap Value Fund | 8.87% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
Frequently Asked Questions
With a correlation of 0.90, FCVAX and SSCVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FCVAX has higher volatility (5.87%) compared to SSCVX (5.21%). In terms of maximum drawdown, FCVAX dropped -57.86% vs SSCVX's -65.34%.
SSCVX currently has the higher Sharpe Ratio (2.11 vs 2.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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