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FSCTX vs. WEMMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSCTX vs. WEMMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Small Cap Fund Class M (FSCTX) and TETON Westwood Mighty Mites Fund (WEMMX). The values are adjusted to include any dividend payments, if applicable.

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FSCTX vs. WEMMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSCTX
Fidelity Advisor Small Cap Fund Class M
3.96%11.57%-4.53%18.02%-20.91%30.90%16.86%32.04%-16.52%13.51%
WEMMX
TETON Westwood Mighty Mites Fund
6.78%11.02%3.83%13.53%-15.37%21.44%10.02%16.94%-13.69%15.47%

Returns By Period

In the year-to-date period, FSCTX achieves a 3.96% return, which is significantly lower than WEMMX's 6.78% return. Both investments have delivered pretty close results over the past 10 years, with FSCTX having a 8.15% annualized return and WEMMX not far ahead at 8.38%.


FSCTX

1D
3.36%
1M
-5.30%
YTD
3.96%
6M
7.64%
1Y
25.91%
3Y*
7.54%
5Y*
3.13%
10Y*
8.15%

WEMMX

1D
1.94%
1M
-6.15%
YTD
6.78%
6M
7.13%
1Y
26.70%
3Y*
10.47%
5Y*
4.38%
10Y*
8.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSCTX vs. WEMMX - Expense Ratio Comparison

FSCTX has a 1.46% expense ratio, which is higher than WEMMX's 1.41% expense ratio.


Return for Risk

FSCTX vs. WEMMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSCTX
FSCTX Risk / Return Rank: 6666
Overall Rank
FSCTX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
FSCTX Sortino Ratio Rank: 6565
Sortino Ratio Rank
FSCTX Omega Ratio Rank: 5555
Omega Ratio Rank
FSCTX Calmar Ratio Rank: 7474
Calmar Ratio Rank
FSCTX Martin Ratio Rank: 7575
Martin Ratio Rank

WEMMX
WEMMX Risk / Return Rank: 7070
Overall Rank
WEMMX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
WEMMX Sortino Ratio Rank: 7272
Sortino Ratio Rank
WEMMX Omega Ratio Rank: 5757
Omega Ratio Rank
WEMMX Calmar Ratio Rank: 8484
Calmar Ratio Rank
WEMMX Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSCTX vs. WEMMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class M (FSCTX) and TETON Westwood Mighty Mites Fund (WEMMX). 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.


FSCTXWEMMXDifference

Sharpe ratio

Return per unit of total volatility

1.20

1.35

-0.15

Sortino ratio

Return per unit of downside risk

1.79

1.98

-0.19

Omega ratio

Gain probability vs. loss probability

1.24

1.25

-0.01

Calmar ratio

Return relative to maximum drawdown

1.91

2.32

-0.41

Martin ratio

Return relative to average drawdown

8.10

7.31

+0.79

FSCTX vs. WEMMX - Sharpe Ratio Comparison

The current FSCTX Sharpe Ratio is 1.20, which is comparable to the WEMMX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of FSCTX and WEMMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FSCTXWEMMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

1.35

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

0.23

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.41

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.61

-0.19

Correlation

The correlation between FSCTX and WEMMX is 0.85, 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. WEMMX - Dividend Comparison

FSCTX's dividend yield for the trailing twelve months is around 2.15%, less than WEMMX's 21.35% yield.


TTM20252024202320222021202020192018201720162015
FSCTX
Fidelity Advisor Small Cap Fund Class M
2.15%2.24%0.00%1.55%6.07%12.11%2.99%4.38%16.01%15.16%2.30%8.94%
WEMMX
TETON Westwood Mighty Mites Fund
21.35%22.80%26.79%18.86%13.60%15.44%9.23%4.11%4.16%6.44%4.61%2.35%

Drawdowns

FSCTX vs. WEMMX - Drawdown Comparison

The maximum FSCTX drawdown since its inception was -50.42%, which is greater than WEMMX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for FSCTX and WEMMX.


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Drawdown Indicators


FSCTXWEMMXDifference

Max Drawdown

Largest peak-to-trough decline

-50.42%

-42.48%

-7.94%

Max Drawdown (1Y)

Largest decline over 1 year

-13.76%

-11.39%

-2.37%

Max Drawdown (5Y)

Largest decline over 5 years

-36.64%

-27.11%

-9.53%

Max Drawdown (10Y)

Largest decline over 10 years

-40.49%

-41.73%

+1.24%

Current Drawdown

Current decline from peak

-9.24%

-6.26%

-2.98%

Average Drawdown

Average peak-to-trough decline

-11.96%

-6.65%

-5.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

3.62%

-0.38%

Volatility

FSCTX vs. WEMMX - Volatility Comparison

Fidelity Advisor Small Cap Fund Class M (FSCTX) has a higher volatility of 7.37% compared to TETON Westwood Mighty Mites Fund (WEMMX) at 6.16%. This indicates that FSCTX's price experiences larger fluctuations and is considered to be riskier than WEMMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSCTXWEMMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.37%

6.16%

+1.21%

Volatility (6M)

Calculated over the trailing 6-month period

13.02%

12.38%

+0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

22.09%

20.04%

+2.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.30%

18.89%

+3.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.02%

20.36%

+1.66%