FSCIX vs. VSMAX

In the year-to-date period, FSCIX achieves a -5.30% return, which is significantly lower than VSMAX's -4.67% return. Over the past 10 years, FSCIX has underperformed VSMAX with an annualized return of 6.92%, while VSMAX has yielded a comparatively higher 7.99% annualized return.

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FSCIX has a 0.97% expense ratio, which is higher than VSMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class I (FSCIX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX). 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.

The current FSCIX Sharpe Ratio is -0.05, which is lower than the VSMAX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of FSCIX and VSMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSCIX's dividend yield for the trailing twelve months is around 12.94%, more than VSMAX's 1.48% yield.

The maximum FSCIX drawdown since its inception was -49.58%, smaller than the maximum VSMAX drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for FSCIX and VSMAX.

Fidelity Advisor Small Cap Fund Class I (FSCIX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) have volatilities of 6.24% and 6.28%, 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.