FSCIX vs. FSKAX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class I (FSCIX) and Fidelity Total Market Index Fund (FSKAX).
FSCIX is managed by Fidelity. It was launched on Sep 9, 1998. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCIX or FSKAX.
Key characteristics
| FSCIX | FSKAX | |
|---|---|---|
| YTD Return | 14.07% | 21.94% |
| 1Y Return | 36.83% | 40.56% |
| 3Y Return (Ann) | 2.77% | 8.20% |
| 5Y Return (Ann) | 11.70% | 14.75% |
| 10Y Return (Ann) | 8.90% | 12.61% |
| Sharpe Ratio | 2.09 | 3.32 |
| Sortino Ratio | 2.88 | 4.39 |
| Omega Ratio | 1.35 | 1.62 |
| Calmar Ratio | 1.55 | 3.33 |
| Martin Ratio | 13.34 | 21.39 |
| Ulcer Index | 2.87% | 1.94% |
| Daily Std Dev | 18.35% | 12.51% |
| Max Drawdown | -49.58% | -35.01% |
| Current Drawdown | -3.72% | -0.89% |
Correlation
The correlation between FSCIX and FSKAX is 0.89, 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.
Performance
FSCIX vs. FSKAX - Performance Comparison
In the year-to-date period, FSCIX achieves a 14.07% return, which is significantly lower than FSKAX's 21.94% return. Over the past 10 years, FSCIX has underperformed FSKAX with an annualized return of 8.90%, while FSKAX has yielded a comparatively higher 12.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSCIX vs. FSKAX - Expense Ratio Comparison
FSCIX has a 0.97% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
FSCIX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class I (FSCIX) and Fidelity Total Market Index Fund (FSKAX). 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.
Dividends
FSCIX vs. FSKAX - Dividend Comparison
FSCIX's dividend yield for the trailing twelve months is around 1.03%, less than FSKAX's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCIX Fidelity Advisor Small Cap Fund Class I | 1.03% | 1.17% | 4.64% | 9.81% | 2.39% | 3.53% | 13.10% | 12.79% | 2.44% | 7.76% | 12.39% | 11.59% |
FSKAX Fidelity Total Market Index Fund | 1.18% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.33% | 2.43% | 2.49% | 1.63% | 1.54% |
Drawdowns
FSCIX vs. FSKAX - Drawdown Comparison
The maximum FSCIX drawdown since its inception was -49.58%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FSCIX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
FSCIX vs. FSKAX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class I (FSCIX) has a higher volatility of 3.91% compared to Fidelity Total Market Index Fund (FSKAX) at 2.57%. This indicates that FSCIX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.