FSCDX vs. BOSOX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class A (FSCDX) and Boston Trust Small Cap Fund (BOSOX).
FSCDX is managed by Fidelity. It was launched on Sep 9, 1998. BOSOX is managed by Boston Trust Walden.
Performance
FSCDX vs. BOSOX - Performance Comparison
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FSCDX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCDX Fidelity Advisor Small Cap Fund Class A | 0.63% | 11.85% | -2.52% | 18.29% | -20.70% | 31.22% | 17.13% | 32.31% | -16.38% | 13.77% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, FSCDX achieves a 0.63% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, FSCDX has underperformed BOSOX with an annualized return of 8.24%, while BOSOX has yielded a comparatively higher 9.28% annualized return.
FSCDX
- 1D
- -1.75%
- 1M
- -7.93%
- YTD
- 0.63%
- 6M
- 4.06%
- 1Y
- 22.66%
- 3Y*
- 7.26%
- 5Y*
- 3.36%
- 10Y*
- 8.24%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
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FSCDX vs. BOSOX - Expense Ratio Comparison
FSCDX has a 1.22% expense ratio, which is higher than BOSOX's 1.00% expense ratio.
Return for Risk
FSCDX vs. BOSOX — Risk / Return Rank
FSCDX
BOSOX
FSCDX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class A (FSCDX) and Boston Trust Small Cap Fund (BOSOX). 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.
| FSCDX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | -0.13 | +1.16 |
Sortino ratioReturn per unit of downside risk | 1.56 | -0.05 | +1.61 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.99 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | -0.33 | +1.80 |
Martin ratioReturn relative to average drawdown | 6.28 | -1.03 | +7.31 |
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
| FSCDX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | -0.13 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.20 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.48 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.41 | +0.03 |
Correlation
The correlation between FSCDX and BOSOX is 0.92, 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
FSCDX vs. BOSOX - Dividend Comparison
FSCDX's dividend yield for the trailing twelve months is around 1.90%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCDX Fidelity Advisor Small Cap Fund Class A | 1.90% | 1.92% | 0.00% | 1.36% | 5.36% | 10.98% | 2.70% | 3.97% | 14.60% | 14.03% | 2.35% | 8.39% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
FSCDX vs. BOSOX - Drawdown Comparison
The maximum FSCDX drawdown since its inception was -50.10%, roughly equal to the maximum BOSOX drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for FSCDX and BOSOX.
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Drawdown Indicators
| FSCDX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.10% | -51.32% | +1.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -11.89% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -22.36% | -13.06% |
Max Drawdown (10Y)Largest decline over 10 years | -40.44% | -36.79% | -3.65% |
Current DrawdownCurrent decline from peak | -10.27% | -16.07% | +5.80% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -7.26% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.82% | -0.61% |
Volatility
FSCDX vs. BOSOX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class A (FSCDX) has a higher volatility of 6.42% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that FSCDX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCDX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 4.10% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 10.48% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.92% | 18.96% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.07% | 17.82% | +4.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 19.56% | +2.34% |