FSSFX vs. FLCNX
Compare and contrast key facts about Fidelity Advisor Series Small Cap Fund (FSSFX) and Fidelity Contrafund K6 (FLCNX).
FSSFX is managed by Fidelity. It was launched on Nov 7, 2013. FLCNX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSSFX or FLCNX.
Key characteristics
| FSSFX | FLCNX | |
|---|---|---|
| YTD Return | 20.26% | 37.45% |
| 1Y Return | 36.95% | 47.45% |
| 3Y Return (Ann) | -6.64% | 10.78% |
| 5Y Return (Ann) | 5.87% | 18.91% |
| Sharpe Ratio | 1.91 | 3.12 |
| Sortino Ratio | 2.71 | 4.11 |
| Omega Ratio | 1.33 | 1.58 |
| Calmar Ratio | 0.87 | 4.35 |
| Martin Ratio | 12.27 | 19.24 |
| Ulcer Index | 2.92% | 2.48% |
| Daily Std Dev | 18.80% | 15.32% |
| Max Drawdown | -43.85% | -32.07% |
| Current Drawdown | -18.59% | 0.00% |
Correlation
The correlation between FSSFX and FLCNX is 0.74, 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
FSSFX vs. FLCNX - Performance Comparison
In the year-to-date period, FSSFX achieves a 20.26% return, which is significantly lower than FLCNX's 37.45% 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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FSSFX vs. FLCNX - Expense Ratio Comparison
FSSFX has a 0.00% expense ratio, which is lower than FLCNX's 0.45% expense ratio.
Risk-Adjusted Performance
FSSFX vs. FLCNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Small Cap Fund (FSSFX) and Fidelity Contrafund K6 (FLCNX). 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
FSSFX vs. FLCNX - Dividend Comparison
FSSFX's dividend yield for the trailing twelve months is around 0.82%, more than FLCNX's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSSFX Fidelity Advisor Series Small Cap Fund | 0.82% | 0.98% | 1.03% | 0.80% | 0.89% | 0.58% | 1.33% | 0.55% | 0.85% | 4.70% | 3.44% | 0.08% |
FLCNX Fidelity Contrafund K6 | 0.39% | 0.49% | 0.62% | 0.20% | 0.21% | 0.30% | 0.33% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSSFX vs. FLCNX - Drawdown Comparison
The maximum FSSFX drawdown since its inception was -43.85%, which is greater than FLCNX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for FSSFX and FLCNX. For additional features, visit the drawdowns tool.
Volatility
FSSFX vs. FLCNX - Volatility Comparison
Fidelity Advisor Series Small Cap Fund (FSSFX) has a higher volatility of 6.51% compared to Fidelity Contrafund K6 (FLCNX) at 4.67%. This indicates that FSSFX's price experiences larger fluctuations and is considered to be riskier than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.