SCRZX vs. FSSFX
Compare and contrast key facts about AB Small Cap Core Portfolio (SCRZX) and Fidelity Advisor Series Small Cap Fund (FSSFX).
SCRZX is managed by AllianceBernstein. It was launched on Dec 29, 2015. FSSFX is managed by Fidelity. It was launched on Nov 7, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCRZX or FSSFX.
Correlation
The correlation between SCRZX and FSSFX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SCRZX vs. FSSFX - Performance Comparison
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Key characteristics
SCRZX:
27.37%
FSSFX:
6.85%
SCRZX:
-48.83%
FSSFX:
-1.03%
SCRZX:
-31.71%
FSSFX:
-1.03%
Returns By Period
SCRZX
-5.18%
13.15%
-24.75%
-11.84%
6.58%
N/A
FSSFX
N/A
N/A
N/A
N/A
N/A
N/A
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SCRZX vs. FSSFX - Expense Ratio Comparison
SCRZX has a 0.87% expense ratio, which is higher than FSSFX's 0.00% expense ratio.
Risk-Adjusted Performance
SCRZX vs. FSSFX — Risk-Adjusted Performance Rank
SCRZX
FSSFX
SCRZX vs. FSSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Core Portfolio (SCRZX) and Fidelity Advisor Series Small Cap Fund (FSSFX). 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.
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Dividends
SCRZX vs. FSSFX - Dividend Comparison
SCRZX's dividend yield for the trailing twelve months is around 0.55%, while FSSFX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCRZX AB Small Cap Core Portfolio | 0.55% | 0.52% | 0.73% | 0.55% | 0.11% | 0.51% | 0.47% | 0.31% | 0.32% | 0.27% | 0.05% |
FSSFX Fidelity Advisor Series Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCRZX vs. FSSFX - Drawdown Comparison
The maximum SCRZX drawdown since its inception was -48.83%, which is greater than FSSFX's maximum drawdown of -1.03%. Use the drawdown chart below to compare losses from any high point for SCRZX and FSSFX. For additional features, visit the drawdowns tool.
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Volatility
SCRZX vs. FSSFX - Volatility Comparison
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