FNWFX vs. FSCDX

In the year-to-date period, FNWFX achieves a 10.27% return, which is significantly higher than FSCDX's -2.99% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FNWFX has a 0.57% expense ratio, which is lower than FSCDX's 1.22% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund Class F-3 (FNWFX) and Fidelity Advisor Small Cap Fund Class A (FSCDX). 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 FNWFX Sharpe Ratio is 0.34, which is higher than the FSCDX Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of FNWFX and FSCDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNWFX's dividend yield for the trailing twelve months is around 3.72%, more than FSCDX's 1.80% yield.

The maximum FNWFX drawdown since its inception was -37.51%, smaller than the maximum FSCDX drawdown of -51.19%. Use the drawdown chart below to compare losses from any high point for FNWFX and FSCDX. For additional features, visit the drawdowns tool.

The current volatility for American Funds New World Fund Class F-3 (FNWFX) is 3.39%, while Fidelity Advisor Small Cap Fund Class A (FSCDX) has a volatility of 6.44%. This indicates that FNWFX experiences smaller price fluctuations and is considered to be less risky than FSCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.