WESCX vs. FSCDX
Compare and contrast key facts about TETON Westwood SmallCap Equity Fund (WESCX) and Fidelity Advisor Small Cap Fund Class A (FSCDX).
WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997. FSCDX is managed by Fidelity. It was launched on Sep 9, 1998.
Performance
WESCX vs. FSCDX - Performance Comparison
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WESCX vs. FSCDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WESCX TETON Westwood SmallCap Equity Fund | 9.67% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
FSCDX Fidelity Advisor Small Cap Fund Class A | 4.02% | 11.85% | -2.52% | 18.29% | -20.70% | 31.22% | 17.13% | 32.31% | -16.38% | 13.77% |
Returns By Period
In the year-to-date period, WESCX achieves a 9.67% return, which is significantly higher than FSCDX's 4.02% return. Over the past 10 years, WESCX has outperformed FSCDX with an annualized return of 13.44%, while FSCDX has yielded a comparatively lower 8.59% annualized return.
WESCX
- 1D
- 3.25%
- 1M
- -5.96%
- YTD
- 9.67%
- 6M
- 18.43%
- 1Y
- 41.65%
- 3Y*
- 18.30%
- 5Y*
- 9.30%
- 10Y*
- 13.44%
FSCDX
- 1D
- 3.36%
- 1M
- -5.29%
- YTD
- 4.02%
- 6M
- 7.78%
- 1Y
- 26.23%
- 3Y*
- 8.45%
- 5Y*
- 3.76%
- 10Y*
- 8.59%
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WESCX vs. FSCDX - Expense Ratio Comparison
WESCX has a 1.25% expense ratio, which is higher than FSCDX's 1.22% expense ratio.
Return for Risk
WESCX vs. FSCDX — Risk / Return Rank
WESCX
FSCDX
WESCX vs. FSCDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood SmallCap Equity Fund (WESCX) and Fidelity Advisor Small Cap Fund Class A (FSCDX). 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.
| WESCX | FSCDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 1.22 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.32 | 1.81 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.24 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 1.93 | +0.94 |
Martin ratioReturn relative to average drawdown | 10.86 | 8.21 | +2.65 |
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
| WESCX | FSCDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 1.22 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.17 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.39 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.44 | -0.11 |
Correlation
The correlation between WESCX and FSCDX 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
WESCX vs. FSCDX - Dividend Comparison
WESCX's dividend yield for the trailing twelve months is around 6.84%, more than FSCDX's 1.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WESCX TETON Westwood SmallCap Equity Fund | 6.84% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
FSCDX Fidelity Advisor Small Cap Fund Class A | 1.84% | 1.92% | 0.00% | 1.36% | 5.36% | 10.98% | 2.70% | 3.97% | 14.60% | 14.03% | 2.35% | 8.39% |
Drawdowns
WESCX vs. FSCDX - Drawdown Comparison
The maximum WESCX drawdown since its inception was -70.60%, which is greater than FSCDX's maximum drawdown of -50.10%. Use the drawdown chart below to compare losses from any high point for WESCX and FSCDX.
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Drawdown Indicators
| WESCX | FSCDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.60% | -50.10% | -20.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.72% | -13.77% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -26.22% | -35.42% | +9.20% |
Max Drawdown (10Y)Largest decline over 10 years | -45.13% | -40.44% | -4.69% |
Current DrawdownCurrent decline from peak | -7.27% | -7.25% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -20.27% | -11.69% | -8.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 3.24% | +0.64% |
Volatility
WESCX vs. FSCDX - Volatility Comparison
TETON Westwood SmallCap Equity Fund (WESCX) has a higher volatility of 8.02% compared to Fidelity Advisor Small Cap Fund Class A (FSCDX) at 7.38%. This indicates that WESCX's price experiences larger fluctuations and is considered to be riskier than FSCDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WESCX | FSCDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.02% | 7.38% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 14.37% | 13.02% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.04% | 22.12% | +2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.70% | 22.11% | -0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 21.93% | +1.74% |