FSSNX vs. FIDGX
Compare and contrast key facts about Fidelity Small Cap Index Fund (FSSNX) and Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX).
FSSNX is managed by Fidelity. It was launched on Sep 8, 2011. FIDGX is managed by Fidelity. It was launched on Feb 1, 2017.
Performance
FSSNX vs. FIDGX - Performance Comparison
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FSSNX vs. FIDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSSNX Fidelity Small Cap Index Fund | -2.46% | 12.94% | 11.71% | 17.11% | -20.28% | 14.70% | 19.99% | 25.70% | -11.24% | 12.64% |
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | -5.48% | 11.29% | 20.67% | 19.17% | -25.25% | 10.63% | 36.52% | 36.54% | -4.45% | 22.27% |
Returns By Period
In the year-to-date period, FSSNX achieves a -2.46% return, which is significantly higher than FIDGX's -5.48% return.
FSSNX
- 1D
- -1.44%
- 1M
- -8.16%
- YTD
- -2.46%
- 6M
- -0.28%
- 1Y
- 21.68%
- 3Y*
- 11.92%
- 5Y*
- 3.17%
- 10Y*
- 9.53%
FIDGX
- 1D
- -2.45%
- 1M
- -10.06%
- YTD
- -5.48%
- 6M
- -2.52%
- 1Y
- 18.22%
- 3Y*
- 12.16%
- 5Y*
- 3.60%
- 10Y*
- —
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FSSNX vs. FIDGX - Expense Ratio Comparison
FSSNX has a 0.03% expense ratio, which is lower than FIDGX's 0.90% expense ratio.
Return for Risk
FSSNX vs. FIDGX — Risk / Return Rank
FSSNX
FIDGX
FSSNX vs. FIDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Index Fund (FSSNX) and Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX). 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.
| FSSNX | FIDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.73 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.15 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.10 | +0.24 |
Martin ratioReturn relative to average drawdown | 5.05 | 4.17 | +0.88 |
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
| FSSNX | FIDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.73 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.16 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.50 | -0.02 |
Correlation
The correlation between FSSNX and FIDGX 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
FSSNX vs. FIDGX - Dividend Comparison
FSSNX's dividend yield for the trailing twelve months is around 1.11%, less than FIDGX's 6.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSSNX Fidelity Small Cap Index Fund | 1.11% | 1.08% | 1.04% | 1.43% | 1.26% | 3.92% | 0.94% | 2.96% | 4.94% | 3.37% | 2.27% | 2.66% |
FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | 6.67% | 6.31% | 1.49% | 0.00% | 0.00% | 19.26% | 8.17% | 5.27% | 14.38% | 6.92% | 0.00% | 0.00% |
Drawdowns
FSSNX vs. FIDGX - Drawdown Comparison
The maximum FSSNX drawdown since its inception was -41.72%, which is greater than FIDGX's maximum drawdown of -38.99%. Use the drawdown chart below to compare losses from any high point for FSSNX and FIDGX.
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Drawdown Indicators
| FSSNX | FIDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.72% | -38.99% | -2.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -13.78% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -31.87% | -38.99% | +7.12% |
Max Drawdown (10Y)Largest decline over 10 years | -41.72% | — | — |
Current DrawdownCurrent decline from peak | -11.00% | -13.09% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -8.37% | -10.96% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.64% | +0.04% |
Volatility
FSSNX vs. FIDGX - Volatility Comparison
The current volatility for Fidelity Small Cap Index Fund (FSSNX) is 6.60%, while Fidelity Advisor Small Cap Growth Fund Class Z (FIDGX) has a volatility of 8.45%. This indicates that FSSNX experiences smaller price fluctuations and is considered to be less risky than FIDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSSNX | FIDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 8.45% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 14.12% | 16.05% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.11% | 24.52% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.56% | 23.33% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.38% | 23.30% | +0.08% |