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.
Performance
FSCDX vs. FNWFX - Performance Comparison
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FSCDX vs. FNWFX - 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% | 13.16% |
FNWFX American Funds New World Fund Class F-3 | -3.98% | 28.67% | 6.88% | 16.24% | -21.77% | 5.09% | 25.30% | 28.02% | -12.00% | 25.87% |
Returns By Period
In the year-to-date period, FSCDX achieves a 0.63% return, which is significantly higher than FNWFX's -3.98% 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%
FNWFX
- 1D
- -0.63%
- 1M
- -11.95%
- YTD
- -3.98%
- 6M
- 0.15%
- 1Y
- 21.48%
- 3Y*
- 12.90%
- 5Y*
- 4.60%
- 10Y*
- —
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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.
Return for Risk
FSCDX vs. FNWFX — Risk / Return Rank
FSCDX
FNWFX
FSCDX vs. FNWFX - Risk-Adjusted Trends 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.
| FSCDX | FNWFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.35 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.88 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.44 | +0.02 |
Martin ratioReturn relative to average drawdown | 6.28 | 6.14 | +0.14 |
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 | FNWFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.35 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.31 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.57 | -0.13 |
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.
Dividends
FSCDX vs. FNWFX - Dividend Comparison
FSCDX's dividend yield for the trailing twelve months is around 1.90%, less than FNWFX's 6.34% 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% |
FNWFX American Funds New World Fund Class F-3 | 6.34% | 6.09% | 4.10% | 2.88% | 1.33% | 7.32% | 0.43% | 4.04% | 2.70% | 2.27% | 0.00% | 0.00% |
Drawdowns
FSCDX vs. FNWFX - Drawdown Comparison
The maximum FSCDX drawdown since its inception was -50.10%, 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.
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Drawdown Indicators
| FSCDX | FNWFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.10% | -33.40% | -16.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -13.00% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -33.40% | -2.02% |
Max Drawdown (10Y)Largest decline over 10 years | -40.44% | — | — |
Current DrawdownCurrent decline from peak | -10.27% | -13.00% | +2.73% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -8.80% | -2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.05% | +0.16% |
Volatility
FSCDX vs. FNWFX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class A (FSCDX) and American Funds New World Fund Class F-3 (FNWFX) have volatilities of 6.42% and 6.38%, 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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Volatility by Period
| FSCDX | FNWFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 6.38% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 10.73% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.92% | 15.45% | +6.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.07% | 15.13% | +6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 16.31% | +5.59% |