FSCEX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class C (FSCEX) and Fidelity 500 Index Fund (FXAIX).
FSCEX 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
FSCEX vs. FXAIX - Performance Comparison
Loading graphics...
FSCEX vs. FXAIX - 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% |
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, FSCEX achieves a 0.43% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, FSCEX has underperformed FXAIX with an annualized return of 6.41%, while FXAIX has yielded a comparatively higher 13.75% 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%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSCEX vs. FXAIX - Expense Ratio Comparison
FSCEX has a 2.04% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FSCEX vs. FXAIX — Risk / Return Rank
FSCEX
FXAIX
FSCEX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class C (FSCEX) 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.
| FSCEX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.84 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.30 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.05 | +0.34 |
Martin ratioReturn relative to average drawdown | 5.96 | 5.13 | +0.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSCEX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.84 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.68 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.77 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.75 | -0.38 |
Correlation
The correlation between FSCEX 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
FSCEX vs. FXAIX - Dividend Comparison
FSCEX's dividend yield for the trailing twelve months is around 3.56%, more than FXAIX's 1.20% 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% |
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
FSCEX vs. FXAIX - Drawdown Comparison
The maximum FSCEX drawdown since its inception was -51.02%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSCEX and FXAIX.
Loading graphics...
Drawdown Indicators
| FSCEX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.02% | -33.79% | -17.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.79% | -12.13% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -41.37% | -24.50% | -16.87% |
Max Drawdown (10Y)Largest decline over 10 years | -41.37% | -33.79% | -7.58% |
Current DrawdownCurrent decline from peak | -19.11% | -8.89% | -10.22% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -3.83% | -8.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.50% | +0.73% |
Volatility
FSCEX vs. FXAIX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class C (FSCEX) has a higher volatility of 6.46% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FSCEX'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.
Loading graphics...
Volatility by Period
| FSCEX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 4.24% | +2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 9.08% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 18.13% | +3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.18% | 16.88% | +6.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.47% | 18.03% | +4.44% |