Correlation
The correlation between FSCIX and DFSTX is 0.84, 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.
FSCIX vs. DFSTX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class I (FSCIX) and DFA U.S. Small Cap Portfolio (DFSTX).
FSCIX is managed by Fidelity. It was launched on Sep 9, 1998. DFSTX is managed by Dimensional Fund Advisors LP. It was launched on Mar 19, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCIX or DFSTX.
Performance
FSCIX vs. DFSTX - Performance Comparison
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Key characteristics
FSCIX:
-0.07
DFSTX:
0.07
FSCIX:
0.16
DFSTX:
0.40
FSCIX:
1.02
DFSTX:
1.05
FSCIX:
-0.01
DFSTX:
0.14
FSCIX:
-0.02
DFSTX:
0.40
FSCIX:
9.33%
DFSTX:
9.14%
FSCIX:
23.45%
DFSTX:
23.67%
FSCIX:
-49.58%
DFSTX:
-63.18%
FSCIX:
-13.78%
DFSTX:
-13.33%
Returns By Period
The year-to-date returns for both stocks are quite close, with FSCIX having a -5.33% return and DFSTX slightly lower at -5.40%. Over the past 10 years, FSCIX has outperformed DFSTX with an annualized return of 6.89%, while DFSTX has yielded a comparatively lower 4.70% annualized return.
FSCIX
-5.33%
1.75%
-13.06%
-1.68%
6.74%
10.83%
6.89%
DFSTX
-5.40%
2.49%
-12.88%
1.62%
4.50%
10.50%
4.70%
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FSCIX vs. DFSTX - Expense Ratio Comparison
FSCIX has a 0.97% expense ratio, which is higher than DFSTX's 0.27% expense ratio.
Risk-Adjusted Performance
FSCIX vs. DFSTX — Risk-Adjusted Performance Rank
FSCIX
DFSTX
FSCIX vs. DFSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class I (FSCIX) and DFA U.S. Small Cap Portfolio (DFSTX). 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.
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Dividends
FSCIX vs. DFSTX - Dividend Comparison
FSCIX's dividend yield for the trailing twelve months is around 12.95%, more than DFSTX's 1.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCIX Fidelity Advisor Small Cap Fund Class I | 12.95% | 12.26% | 1.17% | 4.64% | 9.81% | 2.39% | 3.53% | 13.10% | 12.79% | 2.44% | 7.76% | 12.39% |
DFSTX DFA U.S. Small Cap Portfolio | 1.14% | 1.05% | 2.45% | 5.18% | 6.39% | 1.08% | 3.31% | 5.16% | 4.92% | 3.42% | 6.33% | 3.74% |
Drawdowns
FSCIX vs. DFSTX - Drawdown Comparison
The maximum FSCIX drawdown since its inception was -49.58%, smaller than the maximum DFSTX drawdown of -63.18%. Use the drawdown chart below to compare losses from any high point for FSCIX and DFSTX.
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Volatility
FSCIX vs. DFSTX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class I (FSCIX) and DFA U.S. Small Cap Portfolio (DFSTX) have volatilities of 6.23% and 6.24%, 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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