Correlation
The correlation between FIDGX and FCPGX is 0.83, 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.
FIDGX vs. FCPGX
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Fidelity Small Cap Growth Fund (FCPGX).
FIDGX is managed by Fidelity. It was launched on Feb 1, 2017. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDGX or FCPGX.
Performance
FIDGX vs. FCPGX - Performance Comparison
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Key characteristics
FIDGX:
0.08
FCPGX:
0.08
FIDGX:
0.23
FCPGX:
0.22
FIDGX:
1.03
FCPGX:
1.03
FIDGX:
0.03
FCPGX:
0.03
FIDGX:
0.08
FCPGX:
0.07
FIDGX:
10.07%
FCPGX:
10.08%
FIDGX:
25.63%
FCPGX:
25.64%
FIDGX:
-38.99%
FCPGX:
-59.11%
FIDGX:
-14.34%
FCPGX:
-14.39%
Returns By Period
The year-to-date returns for both stocks are quite close, with FIDGX having a -6.24% return and FCPGX slightly lower at -6.27%.
FIDGX
-6.24%
5.70%
-13.71%
2.04%
9.05%
9.72%
N/A
FCPGX
-6.27%
5.69%
-13.75%
1.95%
8.93%
9.60%
10.41%
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FIDGX vs. FCPGX - Expense Ratio Comparison
FIDGX has a 0.90% expense ratio, which is lower than FCPGX's 1.00% expense ratio.
Risk-Adjusted Performance
FIDGX vs. FCPGX — Risk-Adjusted Performance Rank
FIDGX
FCPGX
FIDGX vs. FCPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Fidelity Small Cap Growth Fund (FCPGX). 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.
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Dividends
FIDGX vs. FCPGX - Dividend Comparison
FIDGX's dividend yield for the trailing twelve months is around 1.59%, more than FCPGX's 1.46% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | 1.59% | 1.49% | 0.00% | 0.00% | 19.26% | 8.17% | 5.27% | 14.38% | 6.92% | 0.00% | 0.00% | 0.00% |
FCPGX Fidelity Small Cap Growth Fund | 1.46% | 1.37% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 0.76% | 4.32% | 8.37% |
Drawdowns
FIDGX vs. FCPGX - Drawdown Comparison
The maximum FIDGX drawdown since its inception was -38.99%, smaller than the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FIDGX and FCPGX.
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Volatility
FIDGX vs. FCPGX - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Fidelity Small Cap Growth Fund (FCPGX) have volatilities of 5.79% and 5.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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