FDTCX vs. CHASX

Last updated Aug 1, 2026

FDTCX (Fidelity Advisor Diversified Stock Fund Class C) and CHASX (Chase Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, FDTCX returned 16.07%/yr vs 19.51%/yr for CHASX. Their correlation of 0.90 means they have usually moved in the same direction. FDTCX charges 1.70%/yr vs 1.14%/yr for CHASX.

Performance

FDTCX vs. CHASX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Diversified Stock Fund Class C (FDTCX) and Chase Growth Fund (CHASX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FDTCX achieves a 9.68% return, which is significantly lower than CHASX's 22.47% return. Over the past 10 years, FDTCX has underperformed CHASX with an annualized return of 16.07%, while CHASX has yielded a comparatively higher 19.51% annualized return.

FDTCX

• 1D: 2.02%
• 1M: -2.02%
• 6M: 6.72%
• YTD: 9.68%
• 1Y: 18.91%
• 3Y*: 24.63%
• 5Y*: 14.97%
• 10Y*: 16.07%
• ALL TIME*: 10.53%

CHASX

• 1D: 2.60%
• 1M: -0.77%
• 6M: 18.71%
• YTD: 22.47%
• 1Y: 37.51%
• 3Y*: 37.85%
• 5Y*: 20.82%
• 10Y*: 19.51%
• ALL TIME*: 11.37%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CHASX Chase Growth Fund	$0.00	$0.00	$0.00
FDTCX Fidelity Advisor Diversified Stock Fund Class C	$0.00	$0.00	$0.00

FDTCX vs. CHASX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FDTCX Fidelity Advisor Diversified Stock Fund Class C	9.68%	12.73%	49.84%	26.75%	-20.84%	26.66%	25.83%	26.59%	-6.74%	17.64%
CHASX Chase Growth Fund	22.47%	20.61%	64.71%	25.91%	-20.41%	22.32%	18.27%	42.63%	-3.96%	24.49%

Correlation

The correlation between FDTCX and CHASX is 0.91, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.91
Correlation (3Y) Balances recent behavior with more history.	0.92
Correlation (5Y) Shows whether the relationship held over a longer period.	0.93
Correlation (10Y) Provides a long-term view across more market conditions.	0.93
Correlation (All Time) Calculated using the full available price history since Jun 1, 2004	0.90

The correlation between FDTCX and CHASX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.

Return for Risk

FDTCX vs. CHASX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FDTCX

FDTCX Risk / Return Rank: 34
FDTCX Sharpe Ratio Rank: 30
FDTCX Sortino Ratio Rank: 29
FDTCX Omega Ratio Rank: 29
FDTCX Calmar Ratio Rank: 38
FDTCX Martin Ratio Rank: 45

CHASX

CHASX Risk / Return Rank: 82
CHASX Sharpe Ratio Rank: 78
CHASX Sortino Ratio Rank: 74
CHASX Omega Ratio Rank: 72
CHASX Calmar Ratio Rank: 91
CHASX Martin Ratio Rank: 93

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FDTCX vs. CHASX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class C (FDTCX) and Chase Growth Fund (CHASX). 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.

	FDTCX	CHASX	Difference
Sharpe ratio: Return per unit of total volatility	1.07	1.81	-0.74
Sortino ratio: Return per unit of downside risk	1.53	2.47	-0.95
Omega ratio: Gain probability vs. loss probability	1.19	1.31	-0.11
Calmar ratio: Return relative to maximum drawdown	1.70	3.52	-1.82
Martin ratio: Return relative to average drawdown	6.78	13.93	-7.15

FDTCX vs. CHASX - Sharpe Ratio Comparison

The current FDTCX Sharpe Ratio is 1.07, which is lower than the CHASX Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of FDTCX and CHASX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

FDTCX vs. CHASX - Drawdown Comparison

The maximum FDTCX drawdown since its inception was -63.44%, which is greater than CHASX's maximum drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for FDTCX and CHASX.

Drawdown Indicators

	FDTCX	CHASX	Difference
Max Drawdown Largest peak-to-trough decline	-63.44%	-45.94%	-17.50%
Max Drawdown (1Y) Largest decline over 1 year	-10.10%	-9.90%	-0.20%
Max Drawdown (3Y) Largest decline over 3 years	-28.24%	-23.40%	-4.84%
Max Drawdown (5Y) Largest decline over 5 years	-28.24%	-24.63%	-3.61%
Max Drawdown (10Y) Largest decline over 10 years	-30.45%	-30.40%	-0.05%
Current Drawdown Current decline from peak	-4.14%	-3.73%	-0.41%
Average Drawdown Average peak-to-trough decline	-9.03%	-9.11%	+0.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.53%	2.50%	+0.03%

Volatility

FDTCX vs. CHASX - Volatility Comparison

The current volatility for Fidelity Advisor Diversified Stock Fund Class C (FDTCX) is 4.60%, while Chase Growth Fund (CHASX) has a volatility of 6.38%. This indicates that FDTCX experiences smaller price fluctuations and is considered to be less risky than CHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FDTCX	CHASX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.60%	6.38%	-1.78%
Volatility (6M) Calculated over the trailing 6-month period	13.04%	15.31%	-2.27%
Volatility (1Y) Calculated over the trailing 1-year period	16.07%	19.29%	-3.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.99%	20.53%	+4.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.31%	20.04%	+2.27%

FDTCX vs. CHASX - Expense Ratio Comparison

FDTCX has a 1.70% expense ratio, which is higher than CHASX's 1.14% expense ratio.

Dividends

FDTCX vs. CHASX - Dividend Comparison

FDTCX's dividend yield for the trailing twelve months is around 6.42%, less than CHASX's 7.45% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHASX Chase Growth Fund	7.45%	9.12%	36.67%	5.80%	5.49%	20.15%	7.83%	22.82%	12.92%	11.92%	9.14%	10.24%
FDTCX Fidelity Advisor Diversified Stock Fund Class C	6.42%	7.04%	30.85%	3.35%	9.12%	17.12%	5.16%	2.41%	12.90%	8.05%	0.59%	7.48%

Frequently Asked Questions

Can I hold both FDTCX and CHASX in my portfolio?

With a correlation of 0.91, FDTCX and CHASX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, FDTCX or CHASX?

CHASX has higher volatility (6.38%) compared to FDTCX (4.60%). In terms of maximum drawdown, FDTCX dropped -63.44% vs CHASX's -45.94%.

Which has better risk-adjusted returns?

CHASX currently has the higher Sharpe Ratio (1.81 vs 1.07), 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.