Correlation
The correlation between FSCDX and FCAGX is 0.85, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCDX or FCAGX.
Performance
FSCDX vs. FCAGX - Performance Comparison
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Key characteristics
FSCDX:
-0.07
FCAGX:
0.04
FSCDX:
-0.03
FCAGX:
0.13
FSCDX:
1.00
FCAGX:
1.02
FSCDX:
-0.12
FCAGX:
-0.03
FSCDX:
-0.35
FCAGX:
-0.08
FSCDX:
9.19%
FCAGX:
10.00%
FSCDX:
23.40%
FCAGX:
25.56%
FSCDX:
-49.89%
FCAGX:
-59.24%
FSCDX:
-14.54%
FCAGX:
-15.19%
Returns By Period
In the year-to-date period, FSCDX achieves a -6.12% return, which is significantly higher than FCAGX's -7.12% return. Over the past 10 years, FSCDX has underperformed FCAGX with an annualized return of 6.62%, while FCAGX has yielded a comparatively higher 10.07% annualized return.
FSCDX
-6.12%
4.29%
-13.05%
-2.92%
8.58%
11.84%
6.62%
FCAGX
-7.12%
5.84%
-13.90%
-0.37%
10.91%
9.51%
10.07%
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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.
Risk-Adjusted Performance
FSCDX vs. FCAGX — Risk-Adjusted Performance Rank
FSCDX
FCAGX
FSCDX vs. FCAGX - Risk-Adjusted Performance 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.
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Dividends
FSCDX vs. FCAGX - Dividend Comparison
FSCDX's dividend yield for the trailing twelve months is around 15.21%, more than FCAGX's 1.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCDX Fidelity Advisor Small Cap Fund Class A | 15.21% | 14.28% | 1.36% | 5.36% | 10.98% | 2.70% | 3.97% | 14.60% | 14.03% | 2.35% | 8.39% | 12.96% |
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 1.29% | 1.20% | 0.00% | 0.00% | 20.36% | 8.58% | 5.58% | 14.80% | 7.05% | 0.79% | 4.32% | 8.61% |
Drawdowns
FSCDX vs. FCAGX - Drawdown Comparison
The maximum FSCDX drawdown since its inception was -49.89%, smaller than the maximum FCAGX drawdown of -59.24%. Use the drawdown chart below to compare losses from any high point for FSCDX and FCAGX.
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Volatility
FSCDX vs. FCAGX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class A (FSCDX) and Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) have volatilities of 5.72% and 5.45%, 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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