FSCEX vs. BOSOX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class C (FSCEX) and Boston Trust Small Cap Fund (BOSOX).
FSCEX is managed by Fidelity. It was launched on Sep 9, 1998. BOSOX is managed by Boston Trust Walden.
Performance
FSCEX vs. BOSOX - Performance Comparison
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FSCEX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCEX Fidelity Advisor Small Cap Fund Class C | 0.43% | 11.04% | -11.92% | 17.31% | -21.33% | 30.13% | 16.12% | 31.37% | -16.86% | 12.93% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, FSCEX achieves a 0.43% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, FSCEX has underperformed BOSOX with an annualized return of 6.41%, while BOSOX has yielded a comparatively higher 9.28% annualized return.
FSCEX
- 1D
- -1.75%
- 1M
- -7.93%
- YTD
- 0.43%
- 6M
- 3.68%
- 1Y
- 21.77%
- 3Y*
- 3.18%
- 5Y*
- 0.65%
- 10Y*
- 6.41%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
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FSCEX vs. BOSOX - Expense Ratio Comparison
FSCEX has a 2.04% expense ratio, which is higher than BOSOX's 1.00% expense ratio.
Return for Risk
FSCEX vs. BOSOX — Risk / Return Rank
FSCEX
BOSOX
FSCEX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class C (FSCEX) and Boston Trust Small Cap Fund (BOSOX). 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.
| FSCEX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | -0.13 | +1.12 |
Sortino ratioReturn per unit of downside risk | 1.51 | -0.05 | +1.56 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.99 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | -0.33 | +1.73 |
Martin ratioReturn relative to average drawdown | 5.96 | -1.03 | +6.99 |
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
| FSCEX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | -0.13 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.20 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.48 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.41 | -0.03 |
Correlation
The correlation between FSCEX and BOSOX is 0.92, 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
FSCEX vs. BOSOX - Dividend Comparison
FSCEX's dividend yield for the trailing twelve months is around 3.56%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCEX Fidelity Advisor Small Cap Fund Class C | 3.56% | 3.58% | 0.00% | 2.23% | 8.66% | 16.35% | 3.97% | 5.72% | 20.54% | 18.60% | 2.60% | 10.50% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
FSCEX vs. BOSOX - Drawdown Comparison
The maximum FSCEX drawdown since its inception was -51.02%, roughly equal to the maximum BOSOX drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for FSCEX and BOSOX.
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Drawdown Indicators
| FSCEX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.02% | -51.32% | +0.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.79% | -11.89% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -41.37% | -22.36% | -19.01% |
Max Drawdown (10Y)Largest decline over 10 years | -41.37% | -36.79% | -4.58% |
Current DrawdownCurrent decline from peak | -19.11% | -16.07% | -3.04% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -7.26% | -5.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.82% | -0.59% |
Volatility
FSCEX vs. BOSOX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class C (FSCEX) has a higher volatility of 6.46% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that FSCEX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCEX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 4.10% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 10.48% | +2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 18.96% | +2.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.18% | 17.82% | +5.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.47% | 19.56% | +2.91% |