FDEGX vs. FCAGX
Compare and contrast key facts about Fidelity Growth Strategies Fund (FDEGX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX).
FDEGX is managed by Fidelity. It was launched on Dec 28, 1990. FCAGX is managed by Fidelity. It was launched on Nov 3, 2004.
Performance
FDEGX vs. FCAGX - Performance Comparison
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FDEGX vs. FCAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | -3.21% | 2.88% | 26.57% | 20.93% | -26.50% | 21.30% | 29.34% | 36.59% | -6.92% | 21.03% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | -0.87% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.62% |
Returns By Period
In the year-to-date period, FDEGX achieves a -3.21% return, which is significantly lower than FCAGX's -0.87% return. Over the past 10 years, FDEGX has underperformed FCAGX with an annualized return of 10.75%, while FCAGX has yielded a comparatively higher 13.00% annualized return.
FDEGX
- 1D
- 4.36%
- 1M
- -8.30%
- YTD
- -3.21%
- 6M
- -14.32%
- 1Y
- 6.96%
- 3Y*
- 12.09%
- 5Y*
- 5.87%
- 10Y*
- 10.75%
FCAGX
- 1D
- 4.98%
- 1M
- -6.49%
- YTD
- -0.87%
- 6M
- 2.10%
- 1Y
- 23.76%
- 3Y*
- 13.57%
- 5Y*
- 3.87%
- 10Y*
- 13.00%
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FDEGX vs. FCAGX - Expense Ratio Comparison
FDEGX has a 0.63% expense ratio, which is lower than FCAGX's 1.29% expense ratio.
Return for Risk
FDEGX vs. FCAGX — Risk / Return Rank
FDEGX
FCAGX
FDEGX vs. FCAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX). 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.
| FDEGX | FCAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.95 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.45 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 1.68 | -1.40 |
Martin ratioReturn relative to average drawdown | 0.79 | 6.23 | -5.44 |
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
| FDEGX | FCAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.95 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.17 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.57 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.46 | -0.08 |
Correlation
The correlation between FDEGX and FCAGX is 0.91, 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
FDEGX vs. FCAGX - Dividend Comparison
FDEGX has not paid dividends to shareholders, while FCAGX's dividend yield for the trailing twelve months is around 7.01%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 7.01% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
Drawdowns
FDEGX vs. FCAGX - Drawdown Comparison
The maximum FDEGX drawdown since its inception was -85.96%, which is greater than FCAGX's maximum drawdown of -61.19%. Use the drawdown chart below to compare losses from any high point for FDEGX and FCAGX.
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Drawdown Indicators
| FDEGX | FCAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.96% | -61.19% | -24.77% |
Max Drawdown (1Y)Largest decline over 1 year | -20.45% | -13.76% | -6.69% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -39.13% | +2.51% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -39.13% | +2.51% |
Current DrawdownCurrent decline from peak | -16.98% | -8.87% | -8.11% |
Average DrawdownAverage peak-to-trough decline | -36.96% | -11.56% | -25.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.19% | 3.70% | +3.49% |
Volatility
FDEGX vs. FCAGX - Volatility Comparison
The current volatility for Fidelity Growth Strategies Fund (FDEGX) is 8.96%, while Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a volatility of 9.90%. This indicates that FDEGX experiences smaller price fluctuations and is considered to be less risky than FCAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDEGX | FCAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.96% | 9.90% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 18.52% | 16.76% | +1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.90% | 24.94% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.18% | 23.42% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 22.74% | -0.84% |