FCVTX vs. FSKAX
Compare and contrast key facts about Fidelity Advisor Small Cap Value Fund Class M (FCVTX) and Fidelity Total Market Index Fund (FSKAX).
FCVTX is managed by Fidelity. It was launched on Nov 3, 2004. FSKAX is managed by Fidelity.
Performance
FCVTX vs. FSKAX - Performance Comparison
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FCVTX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVTX Fidelity Advisor Small Cap Value Fund Class M | 1.76% | 7.53% | 7.42% | 17.19% | -13.53% | 37.49% | 10.60% | 20.19% | -15.58% | 11.68% |
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FCVTX achieves a 1.76% return, which is significantly higher than FSKAX's -3.98% return. Over the past 10 years, FCVTX has underperformed FSKAX with an annualized return of 9.08%, while FSKAX has yielded a comparatively higher 13.56% annualized return.
FCVTX
- 1D
- 2.78%
- 1M
- -6.75%
- YTD
- 1.76%
- 6M
- 3.20%
- 1Y
- 15.93%
- 3Y*
- 10.60%
- 5Y*
- 5.78%
- 10Y*
- 9.08%
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
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FCVTX vs. FSKAX - Expense Ratio Comparison
FCVTX has a 1.50% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FCVTX vs. FSKAX — Risk / Return Rank
FCVTX
FSKAX
FCVTX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Value Fund Class M (FCVTX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FCVTX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.98 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.49 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.50 | -0.39 |
Martin ratioReturn relative to average drawdown | 4.10 | 7.20 | -3.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCVTX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.98 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.61 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.74 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.79 | -0.38 |
Correlation
The correlation between FCVTX and FSKAX is 0.84, 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
FCVTX vs. FSKAX - Dividend Comparison
FCVTX's dividend yield for the trailing twelve months is around 10.51%, more than FSKAX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVTX Fidelity Advisor Small Cap Value Fund Class M | 10.51% | 10.69% | 4.91% | 5.34% | 6.37% | 8.00% | 0.23% | 3.20% | 38.15% | 3.30% | 6.98% | 11.13% |
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FCVTX vs. FSKAX - Drawdown Comparison
The maximum FCVTX drawdown since its inception was -58.26%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FCVTX and FSKAX.
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Drawdown Indicators
| FCVTX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.26% | -35.01% | -23.25% |
Max Drawdown (1Y)Largest decline over 1 year | -14.42% | -12.42% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.91% | -25.39% | +0.48% |
Max Drawdown (10Y)Largest decline over 10 years | -44.83% | -35.01% | -9.82% |
Current DrawdownCurrent decline from peak | -7.91% | -6.20% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -4.05% | -4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 2.60% | +1.31% |
Volatility
FCVTX vs. FSKAX - Volatility Comparison
Fidelity Advisor Small Cap Value Fund Class M (FCVTX) has a higher volatility of 6.34% compared to Fidelity Total Market Index Fund (FSKAX) at 5.52%. This indicates that FCVTX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCVTX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 5.52% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 12.17% | 9.85% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.93% | 18.69% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 17.42% | +3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.28% | 18.44% | +3.84% |