FSCDX vs. FNWFX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class A (FSCDX) and American Funds New World Fund Class F-3 (FNWFX).
FSCDX is managed by Fidelity. It was launched on Sep 9, 1998. FNWFX is managed by American Funds. It was launched on Jun 17, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCDX or FNWFX.
Correlation
The correlation between FSCDX and FNWFX is 0.72, 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.
Performance
FSCDX vs. FNWFX - Performance Comparison
Key characteristics
FSCDX:
0.67
FNWFX:
0.48
FSCDX:
1.06
FNWFX:
0.71
FSCDX:
1.13
FNWFX:
1.10
FSCDX:
0.46
FNWFX:
0.35
FSCDX:
3.84
FNWFX:
2.05
FSCDX:
3.24%
FNWFX:
2.84%
FSCDX:
18.45%
FNWFX:
12.17%
FSCDX:
-51.18%
FNWFX:
-33.40%
FSCDX:
-15.76%
FNWFX:
-11.49%
Returns By Period
In the year-to-date period, FSCDX achieves a 11.08% return, which is significantly higher than FNWFX's 3.29% return.
FSCDX
11.08%
-4.72%
5.29%
10.73%
4.74%
1.61%
FNWFX
3.29%
-4.56%
-3.91%
4.59%
4.43%
N/A
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FSCDX vs. FNWFX - Expense Ratio Comparison
FSCDX has a 1.22% expense ratio, which is higher than FNWFX's 0.57% expense ratio.
Risk-Adjusted Performance
FSCDX vs. FNWFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class A (FSCDX) and American Funds New World Fund Class F-3 (FNWFX). 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.
Dividends
FSCDX vs. FNWFX - Dividend Comparison
Neither FSCDX nor FNWFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCDX Fidelity Advisor Small Cap Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.30% | 0.44% | 0.68% | 11.93% |
FNWFX American Funds New World Fund Class F-3 | 0.00% | 1.66% | 1.34% | 0.86% | 0.43% | 1.43% | 1.46% | 1.32% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSCDX vs. FNWFX - Drawdown Comparison
The maximum FSCDX drawdown since its inception was -51.18%, which is greater than FNWFX's maximum drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for FSCDX and FNWFX. For additional features, visit the drawdowns tool.
Volatility
FSCDX vs. FNWFX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class A (FSCDX) has a higher volatility of 5.55% compared to American Funds New World Fund Class F-3 (FNWFX) at 5.16%. This indicates that FSCDX's price experiences larger fluctuations and is considered to be riskier than FNWFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.