FCVIX vs. CDDYX
Compare and contrast key facts about Fidelity Advisor Small Cap Value Fund Class I (FCVIX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
FCVIX is managed by Fidelity. It was launched on Nov 3, 2004. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
FCVIX vs. CDDYX - Performance Comparison
Loading graphics...
FCVIX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVIX Fidelity Advisor Small Cap Value Fund Class I | -0.85% | 8.02% | 9.36% | 17.82% | -13.07% | 38.10% | 11.21% | 20.76% | -15.42% | 12.27% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, FCVIX achieves a -0.85% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, FCVIX has underperformed CDDYX with an annualized return of 9.44%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
FCVIX
- 1D
- -1.15%
- 1M
- -8.91%
- YTD
- -0.85%
- 6M
- 0.70%
- 1Y
- 13.63%
- 3Y*
- 10.63%
- 5Y*
- 6.28%
- 10Y*
- 9.44%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCVIX vs. CDDYX - Expense Ratio Comparison
FCVIX has a 0.99% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
FCVIX vs. CDDYX — Risk / Return Rank
FCVIX
CDDYX
FCVIX vs. CDDYX - 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 Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| FCVIX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.20 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.70 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.26 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.47 | -0.67 |
Martin ratioReturn relative to average drawdown | 3.02 | 6.88 | -3.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FCVIX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.20 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.81 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.78 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.85 | -0.42 |
Correlation
The correlation between FCVIX and CDDYX is 0.81, 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.
Dividends
FCVIX vs. CDDYX - Dividend Comparison
FCVIX's dividend yield for the trailing twelve months is around 10.18%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVIX Fidelity Advisor Small Cap Value Fund Class I | 10.18% | 10.10% | 6.09% | 5.19% | 5.92% | 7.96% | 0.48% | 3.49% | 36.40% | 3.65% | 7.15% | 11.09% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
FCVIX vs. CDDYX - Drawdown Comparison
The maximum FCVIX drawdown since its inception was -57.61%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for FCVIX and CDDYX.
Loading graphics...
Drawdown Indicators
| FCVIX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.61% | -32.74% | -24.87% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -10.17% | -4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -23.82% | -16.91% | -6.91% |
Max Drawdown (10Y)Largest decline over 10 years | -44.61% | -32.74% | -11.87% |
Current DrawdownCurrent decline from peak | -10.35% | -5.46% | -4.89% |
Average DrawdownAverage peak-to-trough decline | -8.02% | -2.79% | -5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 2.18% | +1.68% |
Volatility
FCVIX vs. CDDYX - Volatility Comparison
Fidelity Advisor Small Cap Value Fund Class I (FCVIX) has a higher volatility of 5.55% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that FCVIX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FCVIX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 2.92% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 6.83% | +4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.80% | 13.61% | +8.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.80% | 13.29% | +7.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.25% | 15.68% | +6.57% |