FCVIX vs. BOSVX
FCVIX (Fidelity Advisor Small Cap Value Fund Class I) and BOSVX (Bridgeway Omni Small-Cap Value Fund) are both Small Cap Value Equities funds. Over the past 10 years, FCVIX returned 11.94%/yr vs 11.97%/yr for BOSVX. Their correlation of 0.93 suggests significant overlap in exposure. FCVIX charges 0.99%/yr vs 0.60%/yr for BOSVX.
Performance
FCVIX vs. BOSVX - Performance Comparison
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Returns By Period
In the year-to-date period, FCVIX achieves a 23.25% return, which is significantly higher than BOSVX's 21.77% return. Both investments have delivered pretty close results over the past 10 years, with FCVIX having a 11.94% annualized return and BOSVX not far ahead at 11.97%.
FCVIX
- 1D
- -0.44%
- 1M
- 4.94%
- YTD
- 23.25%
- 6M
- 20.48%
- 1Y
- 36.35%
- 3Y*
- 19.11%
- 5Y*
- 9.65%
- 10Y*
- 11.94%
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%
FCVIX vs. BOSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVIX Fidelity Advisor Small Cap Value Fund Class I | 23.25% | 8.02% | 9.36% | 17.82% | -13.07% | 38.10% | 11.21% | 20.76% | -15.42% | 12.27% |
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 FCVIX 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 FCVIX 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
FCVIX vs. BOSVX — Risk / Return Rank
FCVIX
BOSVX
FCVIX vs. BOSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Value Fund Class I (FCVIX) 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.
| FCVIX | BOSVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.40 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.70 | 5.42 | -1.72 |
| Martin ratioReturn relative to average drawdown | 12.93 | 15.81 | -2.88 |
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Drawdowns
FCVIX vs. BOSVX - Drawdown Comparison
The maximum FCVIX drawdown since its inception was -57.61%, roughly equal to the maximum BOSVX drawdown of -57.14%. Use the drawdown chart below to compare losses from any high point for FCVIX and BOSVX.
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Drawdown Indicators
| FCVIX | BOSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.61% | -57.14% | -0.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -8.27% | -2.08% |
Max Drawdown (3Y)Largest decline over 3 years | -23.82% | -28.71% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -23.82% | -28.71% | +4.89% |
Max Drawdown (10Y)Largest decline over 10 years | -44.61% | -57.14% | +12.53% |
Current DrawdownCurrent decline from peak | -0.44% | -1.34% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -8.55% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.83% | +0.12% |
Volatility
FCVIX vs. BOSVX - Volatility Comparison
Fidelity Advisor Small Cap Value Fund Class I (FCVIX) has a higher volatility of 5.83% compared to Bridgeway Omni Small-Cap Value Fund (BOSVX) at 4.77%. This indicates that FCVIX'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
| FCVIX | BOSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.83% | 4.77% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.40% | 13.56% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 19.80% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.95% | 22.56% | -1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 25.03% | -2.68% |
FCVIX vs. BOSVX - Expense Ratio Comparison
FCVIX has a 0.99% expense ratio, which is higher than BOSVX's 0.60% expense ratio.
Dividends
FCVIX vs. BOSVX - Dividend Comparison
FCVIX's dividend yield for the trailing twelve months is around 8.19%, which matches 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% |
FCVIX Fidelity Advisor Small Cap Value Fund Class I | 8.19% | 10.10% | 6.09% | 5.19% | 5.92% | 7.96% | 0.48% | 3.49% | 36.40% | 3.65% | 7.15% | 11.09% |
Frequently Asked Questions
FCVIX 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.
FCVIX has higher volatility (5.83%) compared to BOSVX (4.77%). In terms of maximum drawdown, FCVIX dropped -57.61% vs BOSVX's -57.14%.
BOSVX currently has the higher Sharpe Ratio (2.26 vs 2.12), 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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