FSCEX vs. BIVRX

In the year-to-date period, FSCEX achieves a 1.13% return, which is significantly higher than BIVRX's -1.00% return.

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FSCEX has a 2.04% expense ratio, which is lower than BIVRX's 2.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class C (FSCEX) and Invenomic Fund (BIVRX). 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.

The current FSCEX Sharpe Ratio is -0.35, which is higher than the BIVRX Sharpe Ratio of -0.87. The chart below compares the historical Sharpe Ratios of FSCEX and BIVRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSCEX has not paid dividends to shareholders, while BIVRX's dividend yield for the trailing twelve months is around 3.59%.

The maximum FSCEX drawdown since its inception was -59.93%, which is greater than BIVRX's maximum drawdown of -34.31%. Use the drawdown chart below to compare losses from any high point for FSCEX and BIVRX. For additional features, visit the drawdowns tool.

Fidelity Advisor Small Cap Fund Class C (FSCEX) has a higher volatility of 22.23% compared to Invenomic Fund (BIVRX) at 4.01%. This indicates that FSCEX's price experiences larger fluctuations and is considered to be riskier than BIVRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.