FSCDX vs. FCAGX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class A (FSCDX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX).
FSCDX is managed by Fidelity. It was launched on Sep 9, 1998. FCAGX is managed by Fidelity. It was launched on Nov 3, 2004.
Performance
FSCDX vs. FCAGX - Performance Comparison
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FSCDX vs. FCAGX - 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% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | -5.57% | 10.88% | 20.21% | 18.72% | -25.57% | 10.19% | 36.01% | 35.97% | -4.85% | 28.62% |
Returns By Period
In the year-to-date period, FSCDX achieves a 0.63% return, which is significantly higher than FCAGX's -5.57% return. Over the past 10 years, FSCDX has underperformed FCAGX with an annualized return of 8.24%, while FCAGX has yielded a comparatively higher 12.45% 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%
FCAGX
- 1D
- -2.47%
- 1M
- -10.10%
- YTD
- -5.57%
- 6M
- -2.71%
- 1Y
- 17.77%
- 3Y*
- 11.75%
- 5Y*
- 3.20%
- 10Y*
- 12.45%
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FSCDX vs. FCAGX - Expense Ratio Comparison
FSCDX has a 1.22% expense ratio, which is lower than FCAGX's 1.29% expense ratio.
Return for Risk
FSCDX vs. FCAGX — Risk / Return Rank
FSCDX
FCAGX
FSCDX vs. FCAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class A (FSCDX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX). 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 | FCAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.71 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.13 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.15 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.07 | +0.40 |
Martin ratioReturn relative to average drawdown | 6.28 | 4.02 | +2.26 |
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 | FCAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.71 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.14 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.55 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.45 | -0.02 |
Correlation
The correlation between FSCDX and FCAGX is 0.93, 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. FCAGX - Dividend Comparison
FSCDX's dividend yield for the trailing twelve months is around 1.90%, less than FCAGX's 7.35% 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% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 7.35% | 6.94% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% |
Drawdowns
FSCDX vs. FCAGX - Drawdown Comparison
The maximum FSCDX drawdown since its inception was -50.10%, smaller than the maximum FCAGX drawdown of -61.19%. Use the drawdown chart below to compare losses from any high point for FSCDX and FCAGX.
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Drawdown Indicators
| FSCDX | FCAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.10% | -61.19% | +11.09% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -13.76% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -39.13% | +3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -40.44% | -39.13% | -1.31% |
Current DrawdownCurrent decline from peak | -10.27% | -13.19% | +2.92% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -11.57% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.66% | -0.45% |
Volatility
FSCDX vs. FCAGX - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Fund Class A (FSCDX) is 6.42%, while Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a volatility of 8.40%. This indicates that FSCDX experiences smaller price fluctuations and is considered to be less risky than FCAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCDX | FCAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 8.40% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 16.05% | -3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.92% | 24.51% | -2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.07% | 23.32% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 22.69% | -0.79% |