FSCDX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class A (FSCDX) and Fidelity 500 Index Fund (FXAIX).
FSCDX is managed by Fidelity. It was launched on Sep 9, 1998. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FSCDX vs. FXAIX - Performance Comparison
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FSCDX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FSCDX achieves a 0.63% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FSCDX has underperformed FXAIX with an annualized return of 8.24%, while FXAIX has yielded a comparatively higher 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FSCDX vs. FXAIX - Expense Ratio Comparison
FSCDX has a 1.22% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FSCDX vs. FXAIX — Risk / Return Rank
FSCDX
FXAIX
FSCDX vs. FXAIX - 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 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.84 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.30 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.05 | +0.41 |
Martin ratioReturn relative to average drawdown | 6.28 | 5.13 | +1.15 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.84 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.68 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.77 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.75 | -0.31 |
Correlation
The correlation between FSCDX and FXAIX 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.
Dividends
FSCDX vs. FXAIX - Dividend Comparison
FSCDX's dividend yield for the trailing twelve months is around 1.90%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FSCDX vs. FXAIX - Drawdown Comparison
The maximum FSCDX drawdown since its inception was -50.10%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSCDX and FXAIX.
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Drawdown Indicators
| FSCDX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.10% | -33.79% | -16.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -12.13% | -1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -35.42% | -24.50% | -10.92% |
Max Drawdown (10Y)Largest decline over 10 years | -40.44% | -33.79% | -6.65% |
Current DrawdownCurrent decline from peak | -10.27% | -8.89% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -3.83% | -7.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.50% | +0.71% |
Volatility
FSCDX vs. FXAIX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class A (FSCDX) has a higher volatility of 6.42% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FSCDX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCDX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 4.24% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 9.08% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.92% | 18.13% | +3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.07% | 16.88% | +5.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 18.03% | +3.87% |