FSCTX vs. BOSOX
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class M (FSCTX) and Boston Trust Small Cap Fund (BOSOX).
FSCTX is managed by Fidelity. It was launched on Sep 9, 1998. BOSOX is managed by Boston Trust Walden.
Performance
FSCTX vs. BOSOX - Performance Comparison
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FSCTX vs. BOSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCTX Fidelity Advisor Small Cap Fund Class M | 0.58% | 11.57% | -4.53% | 18.02% | -20.91% | 30.90% | 16.86% | 32.04% | -16.52% | 13.51% |
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
Returns By Period
In the year-to-date period, FSCTX achieves a 0.58% return, which is significantly higher than BOSOX's -4.10% return. Over the past 10 years, FSCTX has underperformed BOSOX with an annualized return of 7.79%, while BOSOX has yielded a comparatively higher 9.28% annualized return.
FSCTX
- 1D
- -1.74%
- 1M
- -7.92%
- YTD
- 0.58%
- 6M
- 3.94%
- 1Y
- 22.39%
- 3Y*
- 6.36%
- 5Y*
- 2.74%
- 10Y*
- 7.79%
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
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FSCTX vs. BOSOX - Expense Ratio Comparison
FSCTX has a 1.46% expense ratio, which is higher than BOSOX's 1.00% expense ratio.
Return for Risk
FSCTX vs. BOSOX — Risk / Return Rank
FSCTX
BOSOX
FSCTX vs. BOSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class M (FSCTX) and Boston Trust Small Cap Fund (BOSOX). 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.
| FSCTX | BOSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | -0.13 | +1.15 |
Sortino ratioReturn per unit of downside risk | 1.54 | -0.05 | +1.60 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.99 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | -0.33 | +1.78 |
Martin ratioReturn relative to average drawdown | 6.18 | -1.03 | +7.21 |
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
| FSCTX | BOSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | -0.13 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.20 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.48 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.41 | +0.01 |
Correlation
The correlation between FSCTX and BOSOX is 0.92, 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
FSCTX vs. BOSOX - Dividend Comparison
FSCTX's dividend yield for the trailing twelve months is around 2.22%, less than BOSOX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCTX Fidelity Advisor Small Cap Fund Class M | 2.22% | 2.24% | 0.00% | 1.55% | 6.07% | 12.11% | 2.99% | 4.38% | 16.01% | 15.16% | 2.30% | 8.94% |
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
Drawdowns
FSCTX vs. BOSOX - Drawdown Comparison
The maximum FSCTX drawdown since its inception was -50.42%, roughly equal to the maximum BOSOX drawdown of -51.32%. Use the drawdown chart below to compare losses from any high point for FSCTX and BOSOX.
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Drawdown Indicators
| FSCTX | BOSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.42% | -51.32% | +0.90% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -11.89% | -1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -22.36% | -14.28% |
Max Drawdown (10Y)Largest decline over 10 years | -40.49% | -36.79% | -3.70% |
Current DrawdownCurrent decline from peak | -12.19% | -16.07% | +3.88% |
Average DrawdownAverage peak-to-trough decline | -11.96% | -7.26% | -4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.82% | -0.60% |
Volatility
FSCTX vs. BOSOX - Volatility Comparison
Fidelity Advisor Small Cap Fund Class M (FSCTX) has a higher volatility of 6.42% compared to Boston Trust Small Cap Fund (BOSOX) at 4.10%. This indicates that FSCTX's price experiences larger fluctuations and is considered to be riskier than BOSOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCTX | BOSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.42% | 4.10% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 10.48% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.89% | 18.96% | +2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.25% | 17.82% | +4.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.00% | 19.56% | +2.44% |