SSCDX vs. FCDIX
Compare and contrast key facts about Sit Small Cap Dividend Growth Fund (SSCDX) and Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX).
SSCDX is managed by Sit. It was launched on Mar 31, 2015. FCDIX is managed by Fidelity. It was launched on May 2, 2007.
Performance
SSCDX vs. FCDIX - Performance Comparison
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SSCDX vs. FCDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCDX Sit Small Cap Dividend Growth Fund | 3.52% | 12.90% | 15.50% | 15.50% | -17.15% | 23.46% | 16.21% | 27.12% | -17.10% | 13.69% |
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 0.40% | 14.34% | 14.47% | 19.42% | -18.28% | 24.75% | 21.74% | 30.46% | -8.94% | 11.72% |
Returns By Period
In the year-to-date period, SSCDX achieves a 3.52% return, which is significantly higher than FCDIX's 0.40% return. Over the past 10 years, SSCDX has underperformed FCDIX with an annualized return of 9.84%, while FCDIX has yielded a comparatively higher 11.63% annualized return.
SSCDX
- 1D
- -1.72%
- 1M
- -7.13%
- YTD
- 3.52%
- 6M
- 5.65%
- 1Y
- 24.10%
- 3Y*
- 14.77%
- 5Y*
- 7.39%
- 10Y*
- 9.84%
FCDIX
- 1D
- -1.77%
- 1M
- -8.42%
- YTD
- 0.40%
- 6M
- 5.71%
- 1Y
- 26.32%
- 3Y*
- 14.47%
- 5Y*
- 7.28%
- 10Y*
- 11.63%
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SSCDX vs. FCDIX - Expense Ratio Comparison
SSCDX has a 1.35% expense ratio, which is higher than FCDIX's 0.92% expense ratio.
Return for Risk
SSCDX vs. FCDIX — Risk / Return Rank
SSCDX
FCDIX
SSCDX vs. FCDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sit Small Cap Dividend Growth Fund (SSCDX) and Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX). 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.
| SSCDX | FCDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.18 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.75 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.72 | -0.03 |
Martin ratioReturn relative to average drawdown | 7.32 | 7.31 | +0.01 |
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
| SSCDX | FCDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.18 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.34 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.54 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.32 | +0.11 |
Correlation
The correlation between SSCDX and FCDIX is 0.95, 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
SSCDX vs. FCDIX - Dividend Comparison
SSCDX's dividend yield for the trailing twelve months is around 2.13%, more than FCDIX's 0.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCDX Sit Small Cap Dividend Growth Fund | 2.13% | 2.21% | 1.79% | 1.07% | 4.26% | 8.47% | 0.77% | 1.33% | 2.69% | 0.85% | 1.16% | 0.87% |
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 0.72% | 0.72% | 2.77% | 0.24% | 0.12% | 10.79% | 1.39% | 1.84% | 22.34% | 10.40% | 1.62% | 7.07% |
Drawdowns
SSCDX vs. FCDIX - Drawdown Comparison
The maximum SSCDX drawdown since its inception was -38.79%, smaller than the maximum FCDIX drawdown of -65.39%. Use the drawdown chart below to compare losses from any high point for SSCDX and FCDIX.
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Drawdown Indicators
| SSCDX | FCDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -65.39% | +26.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -13.82% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -30.56% | +3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -38.79% | -38.42% | -0.37% |
Current DrawdownCurrent decline from peak | -8.22% | -9.83% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -11.95% | +4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.24% | -0.20% |
Volatility
SSCDX vs. FCDIX - Volatility Comparison
The current volatility for Sit Small Cap Dividend Growth Fund (SSCDX) is 5.97%, while Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) has a volatility of 6.87%. This indicates that SSCDX experiences smaller price fluctuations and is considered to be less risky than FCDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCDX | FCDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 6.87% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 12.99% | -0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 22.14% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 21.55% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 21.78% | -1.16% |