FIDGX vs. FSSNX

The year-to-date returns for both stocks are quite close, with FIDGX having a -6.24% return and FSSNX slightly lower at -6.43%.

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FIDGX has a 0.90% expense ratio, which is higher than FSSNX's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) and Fidelity Small Cap Index Fund (FSSNX). 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.

The current FIDGX Sharpe Ratio is 0.08, which is lower than the FSSNX Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of FIDGX and FSSNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIDGX's dividend yield for the trailing twelve months is around 1.59%, more than FSSNX's 1.10% yield.

The maximum FIDGX drawdown since its inception was -38.99%, smaller than the maximum FSSNX drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for FIDGX and FSSNX.

The current volatility for Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) is 5.79%, while Fidelity Small Cap Index Fund (FSSNX) has a volatility of 6.39%. This indicates that FIDGX experiences smaller price fluctuations and is considered to be less risky than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.