FCVCX vs. BOSVX
FCVCX (Fidelity Advisor Small Cap Value Fund Class C) and BOSVX (Bridgeway Omni Small-Cap Value Fund) are both Small Cap Value Equities funds. Over the past 10 years, FCVCX returned 10.69%/yr vs 11.97%/yr for BOSVX. Their correlation of 0.93 suggests significant overlap in exposure. FCVCX charges 2.02%/yr vs 0.60%/yr for BOSVX.
Performance
FCVCX vs. BOSVX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with FCVCX having a 22.62% return and BOSVX slightly lower at 21.77%. Over the past 10 years, FCVCX has underperformed BOSVX with an annualized return of 10.69%, while BOSVX has yielded a comparatively higher 11.97% annualized return.
FCVCX
- 1D
- -0.48%
- 1M
- 4.79%
- YTD
- 22.62%
- 6M
- 19.87%
- 1Y
- 34.97%
- 3Y*
- 17.35%
- 5Y*
- 8.25%
- 10Y*
- 10.69%
BOSVX
- 1D
- 0.73%
- 1M
- 3.36%
- YTD
- 21.77%
- 6M
- 19.67%
- 1Y
- 43.54%
- 3Y*
- 19.80%
- 5Y*
- 10.40%
- 10Y*
- 11.97%
FCVCX vs. BOSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVCX Fidelity Advisor Small Cap Value Fund Class C | 22.62% | 6.93% | 6.82% | 16.65% | -13.97% | 36.71% | 9.98% | 19.64% | -16.02% | 11.11% |
BOSVX Bridgeway Omni Small-Cap Value Fund | 21.77% | 9.78% | 4.21% | 18.18% | -4.27% | 48.03% | 0.83% | 13.90% | -17.15% | 5.91% |
Correlation
The correlation between FCVCX and BOSVX is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2011 | 0.93 |
The correlation between FCVCX and BOSVX has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.
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Return for Risk
FCVCX vs. BOSVX — Risk / Return Rank
FCVCX
BOSVX
FCVCX vs. BOSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Value Fund Class C (FCVCX) and Bridgeway Omni Small-Cap Value Fund (BOSVX). 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.
| FCVCX | BOSVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.40 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | 5.42 | -1.89 |
| Martin ratioReturn relative to average drawdown | 12.23 | 15.81 | -3.58 |
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Drawdowns
FCVCX vs. BOSVX - Drawdown Comparison
The maximum FCVCX drawdown since its inception was -58.55%, roughly equal to the maximum BOSVX drawdown of -57.14%. Use the drawdown chart below to compare losses from any high point for FCVCX and BOSVX.
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Drawdown Indicators
| FCVCX | BOSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -57.14% | -1.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.45% | -8.27% | -2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -25.11% | -28.71% | +3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -25.11% | -28.71% | +3.60% |
Max Drawdown (10Y)Largest decline over 10 years | -45.31% | -57.14% | +11.83% |
Current DrawdownCurrent decline from peak | -0.48% | -1.34% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -8.46% | -8.55% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.83% | +0.17% |
Volatility
FCVCX vs. BOSVX - Volatility Comparison
Fidelity Advisor Small Cap Value Fund Class C (FCVCX) has a higher volatility of 5.86% compared to Bridgeway Omni Small-Cap Value Fund (BOSVX) at 4.77%. This indicates that FCVCX's price experiences larger fluctuations and is considered to be riskier than BOSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCVCX | BOSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.86% | 4.77% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 13.56% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 19.80% | -1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.96% | 22.56% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.37% | 25.03% | -2.66% |
FCVCX vs. BOSVX - Expense Ratio Comparison
FCVCX has a 2.02% expense ratio, which is higher than BOSVX's 0.60% expense ratio.
Dividends
FCVCX vs. BOSVX - Dividend Comparison
FCVCX's dividend yield for the trailing twelve months is around 10.07%, more than BOSVX's 8.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSVX Bridgeway Omni Small-Cap Value Fund | 8.20% | 9.99% | 9.71% | 8.55% | 21.96% | 4.12% | 1.21% | 0.99% | 10.36% | 6.66% | 0.89% | 1.00% |
FCVCX Fidelity Advisor Small Cap Value Fund Class C | 10.07% | 12.35% | 5.46% | 5.97% | 7.23% | 8.53% | 0.13% | 3.34% | 41.61% | 3.03% | 7.26% | 11.44% |
Frequently Asked Questions
FCVCX and BOSVX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FCVCX has higher volatility (5.86%) compared to BOSVX (4.77%). In terms of maximum drawdown, FCVCX dropped -58.55% vs BOSVX's -57.14%.
BOSVX currently has the higher Sharpe Ratio (2.26 vs 2.03), 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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