FCVAX vs. VSIAX
Compare and contrast key facts about Fidelity Advisor Small Cap Value Fund Class A (FCVAX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
FCVAX is managed by Fidelity. It was launched on Nov 3, 2004. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCVAX or VSIAX.
Correlation
The correlation between FCVAX and VSIAX is 0.80, 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. VSIAX - Performance Comparison
Key characteristics
FCVAX:
0.04
VSIAX:
0.08
FCVAX:
0.24
VSIAX:
0.27
FCVAX:
1.03
VSIAX:
1.04
FCVAX:
0.05
VSIAX:
0.07
FCVAX:
0.14
VSIAX:
0.23
FCVAX:
7.82%
VSIAX:
7.80%
FCVAX:
23.21%
VSIAX:
21.32%
FCVAX:
-57.81%
VSIAX:
-45.39%
FCVAX:
-12.88%
VSIAX:
-13.49%
Returns By Period
The year-to-date returns for both investments are quite close, with FCVAX having a -5.91% return and VSIAX slightly higher at -5.75%. Both investments have delivered pretty close results over the past 10 years, with FCVAX having a 8.05% annualized return and VSIAX not far behind at 7.72%.
FCVAX
-5.91%
14.50%
-11.52%
0.99%
16.35%
8.05%
VSIAX
-5.75%
13.96%
-10.91%
1.78%
15.52%
7.72%
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FCVAX vs. VSIAX - Expense Ratio Comparison
FCVAX has a 1.26% expense ratio, which is higher than VSIAX's 0.07% expense ratio.
Risk-Adjusted Performance
FCVAX vs. VSIAX — Risk-Adjusted Performance Rank
FCVAX
VSIAX
FCVAX vs. VSIAX - 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 Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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. VSIAX - Dividend Comparison
FCVAX's dividend yield for the trailing twelve months is around 6.46%, more than VSIAX's 2.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVAX Fidelity Advisor Small Cap Value Fund Class A | 6.46% | 6.08% | 5.19% | 6.11% | 7.94% | 0.30% | 3.32% | 37.39% | 3.43% | 7.01% | 11.88% | 12.22% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 2.27% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
FCVAX vs. VSIAX - Drawdown Comparison
The maximum FCVAX drawdown since its inception was -57.81%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for FCVAX and VSIAX. For additional features, visit the drawdowns tool.
Volatility
FCVAX vs. VSIAX - Volatility Comparison
Fidelity Advisor Small Cap Value Fund Class A (FCVAX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) have volatilities of 10.48% and 10.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.