PRSVX vs. FSOPX
Compare and contrast key facts about T. Rowe Price Small-Cap Value Fund (PRSVX) and Fidelity Series Small Cap Opportunities Fund (FSOPX).
PRSVX is managed by T. Rowe Price. It was launched on Jun 30, 1988. FSOPX is managed by Fidelity. It was launched on Mar 22, 2007.
Performance
PRSVX vs. FSOPX - Performance Comparison
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PRSVX vs. FSOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRSVX T. Rowe Price Small-Cap Value Fund | 0.96% | 21.18% | 10.84% | 12.34% | -18.53% | 25.47% | 12.49% | 25.82% | -11.58% | 12.84% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 0.86% | 15.81% | 15.31% | 20.38% | -17.82% | 23.39% | 17.03% | 29.92% | -8.12% | 11.10% |
Returns By Period
In the year-to-date period, PRSVX achieves a 0.96% return, which is significantly higher than FSOPX's 0.86% return. Over the past 10 years, PRSVX has underperformed FSOPX with an annualized return of 10.62%, while FSOPX has yielded a comparatively higher 11.50% annualized return.
PRSVX
- 1D
- -0.94%
- 1M
- -6.74%
- YTD
- 0.96%
- 6M
- 15.53%
- 1Y
- 29.66%
- 3Y*
- 15.01%
- 5Y*
- 6.72%
- 10Y*
- 10.62%
FSOPX
- 1D
- -1.74%
- 1M
- -8.30%
- YTD
- 0.86%
- 6M
- 6.56%
- 1Y
- 28.20%
- 3Y*
- 15.63%
- 5Y*
- 8.26%
- 10Y*
- 11.50%
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PRSVX vs. FSOPX - Expense Ratio Comparison
PRSVX has a 0.78% expense ratio, which is higher than FSOPX's 0.00% expense ratio.
Return for Risk
PRSVX vs. FSOPX — Risk / Return Rank
PRSVX
FSOPX
PRSVX vs. FSOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Value Fund (PRSVX) and Fidelity Series Small Cap Opportunities Fund (FSOPX). 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.
| PRSVX | FSOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.26 | +0.04 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.84 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.84 | -0.02 |
Martin ratioReturn relative to average drawdown | 7.58 | 7.90 | -0.33 |
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
| PRSVX | FSOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.26 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.38 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.53 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.36 | +0.28 |
Correlation
The correlation between PRSVX and FSOPX is 0.96, 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
PRSVX vs. FSOPX - Dividend Comparison
PRSVX's dividend yield for the trailing twelve months is around 22.57%, more than FSOPX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRSVX T. Rowe Price Small-Cap Value Fund | 22.57% | 22.79% | 9.77% | 3.27% | 5.28% | 6.98% | 2.03% | 4.59% | 9.46% | 3.79% | 3.77% | 22.55% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 4.38% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
Drawdowns
PRSVX vs. FSOPX - Drawdown Comparison
The maximum PRSVX drawdown since its inception was -55.37%, smaller than the maximum FSOPX drawdown of -61.75%. Use the drawdown chart below to compare losses from any high point for PRSVX and FSOPX.
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Drawdown Indicators
| PRSVX | FSOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.37% | -61.75% | +6.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.04% | -13.87% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -28.17% | -30.06% | +1.89% |
Max Drawdown (10Y)Largest decline over 10 years | -40.97% | -39.15% | -1.82% |
Current DrawdownCurrent decline from peak | -8.16% | -9.71% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -10.45% | +2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.22% | +0.44% |
Volatility
PRSVX vs. FSOPX - Volatility Comparison
The current volatility for T. Rowe Price Small-Cap Value Fund (PRSVX) is 6.09%, while Fidelity Series Small Cap Opportunities Fund (FSOPX) has a volatility of 6.88%. This indicates that PRSVX experiences smaller price fluctuations and is considered to be less risky than FSOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRSVX | FSOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 6.88% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 15.95% | 13.05% | +2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.77% | 22.21% | +1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.38% | 21.63% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.26% | 21.90% | -0.64% |