FCPEX vs. FSCRX
Compare and contrast key facts about Fidelity Small Cap Enhanced Index Fund (FCPEX) and Fidelity Small Cap Discovery Fund (FSCRX).
FCPEX is managed by Fidelity. It was launched on Dec 20, 2007. FSCRX is managed by Fidelity. It was launched on Sep 26, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPEX or FSCRX.
Key characteristics
| FCPEX | FSCRX |
|---|
Correlation
The correlation between FCPEX and FSCRX is 0.91, 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.
Performance
FCPEX vs. FSCRX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCPEX vs. FSCRX - Expense Ratio Comparison
FCPEX has a 0.55% expense ratio, which is lower than FSCRX's 0.98% expense ratio.
Risk-Adjusted Performance
FCPEX vs. FSCRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Enhanced Index Fund (FCPEX) and Fidelity Small Cap Discovery Fund (FSCRX). 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.
Dividends
FCPEX vs. FSCRX - Dividend Comparison
FCPEX has not paid dividends to shareholders, while FSCRX's dividend yield for the trailing twelve months is around 10.78%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPEX Fidelity Small Cap Enhanced Index Fund | 1.69% | 1.69% | 5.16% | 20.85% | 0.59% | 0.95% | 15.52% | 8.51% | 0.67% | 2.46% | 6.70% | 6.77% |
FSCRX Fidelity Small Cap Discovery Fund | 10.78% | 4.44% | 11.56% | 6.12% | 2.79% | 7.46% | 35.76% | 13.90% | 0.44% | 7.89% | 10.82% | 5.88% |
Drawdowns
FCPEX vs. FSCRX - Drawdown Comparison
Volatility
FCPEX vs. FSCRX - Volatility Comparison
The current volatility for Fidelity Small Cap Enhanced Index Fund (FCPEX) is 0.00%, while Fidelity Small Cap Discovery Fund (FSCRX) has a volatility of 5.68%. This indicates that FCPEX experiences smaller price fluctuations and is considered to be less risky than FSCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.