FSCIX vs. VFFSX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class I (FSCIX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX).
FSCIX is managed by Fidelity. It was launched on Sep 9, 1998. VFFSX is managed by Vanguard.
Performance
FSCIX vs. VFFSX - Performance Comparison
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FSCIX vs. VFFSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCIX Fidelity Advisor Small Cap Fund Class I | 0.67% | 12.12% | 11.59% | 18.58% | -20.51% | 31.58% | 17.44% | 32.70% | -16.25% | 13.60% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | -7.06% | 17.87% | 25.00% | 26.28% | -18.14% | 29.24% | 18.35% | 31.88% | -4.42% | 20.80% |
Returns By Period
In the year-to-date period, FSCIX achieves a 0.67% return, which is significantly higher than VFFSX's -7.06% return.
FSCIX
- 1D
- -1.77%
- 1M
- -7.89%
- YTD
- 0.67%
- 6M
- 4.18%
- 1Y
- 22.95%
- 3Y*
- 12.39%
- 5Y*
- 6.41%
- 10Y*
- 9.96%
VFFSX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.44%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
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FSCIX vs. VFFSX - Expense Ratio Comparison
FSCIX has a 0.97% expense ratio, which is higher than VFFSX's 0.01% expense ratio.
Return for Risk
FSCIX vs. VFFSX — Risk / Return Rank
FSCIX
VFFSX
FSCIX vs. VFFSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class I (FSCIX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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.
| FSCIX | VFFSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.84 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.30 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.06 | +0.43 |
Martin ratioReturn relative to average drawdown | 6.38 | 5.14 | +1.24 |
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
| FSCIX | VFFSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.84 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.68 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.75 | -0.27 |
Correlation
The correlation between FSCIX and VFFSX is 0.83, 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
FSCIX vs. VFFSX - Dividend Comparison
FSCIX's dividend yield for the trailing twelve months is around 1.61%, more than VFFSX's 1.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCIX Fidelity Advisor Small Cap Fund Class I | 1.61% | 1.62% | 12.26% | 1.17% | 4.64% | 9.81% | 2.39% | 3.53% | 13.10% | 12.79% | 2.44% | 7.76% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.24% | 1.14% | 1.24% | 1.46% | 1.70% | 1.61% | 1.56% | 2.15% | 2.09% | 1.81% | 0.00% | 0.00% |
Drawdowns
FSCIX vs. VFFSX - Drawdown Comparison
The maximum FSCIX drawdown since its inception was -49.58%, which is greater than VFFSX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for FSCIX and VFFSX.
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Drawdown Indicators
| FSCIX | VFFSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.58% | -33.82% | -15.76% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -12.12% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -32.32% | -24.51% | -7.81% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | — | — |
Current DrawdownCurrent decline from peak | -9.33% | -8.90% | -0.43% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -4.57% | -6.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.49% | +0.72% |
Volatility
FSCIX vs. VFFSX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class I (FSCIX) has a higher volatility of 6.46% compared to Vanguard 500 Index Fund Institutional Select Shares (VFFSX) at 4.24%. This indicates that FSCIX's price experiences larger fluctuations and is considered to be riskier than VFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCIX | VFFSX | 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 | 12.64% | 9.08% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.93% | 18.13% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 16.86% | +4.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 18.50% | +3.07% |