FCPVX vs. FDSCX
Compare and contrast key facts about Fidelity Small Cap Value Fund (FCPVX) and Fidelity Stock Selector Small Cap Fund (FDSCX).
FCPVX is managed by Fidelity. It was launched on Nov 3, 2004. FDSCX is managed by Fidelity. It was launched on Jun 28, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPVX or FDSCX.
Key characteristics
| FCPVX | FDSCX | |
|---|---|---|
| YTD Return | 4.40% | 9.37% |
| 1Y Return | 21.17% | 25.73% |
| 3Y Return (Ann) | 3.94% | 5.52% |
| 5Y Return (Ann) | 12.22% | 12.78% |
| 10Y Return (Ann) | 9.83% | 10.56% |
| Sharpe Ratio | 1.25 | 1.52 |
| Daily Std Dev | 18.15% | 17.47% |
| Max Drawdown | -57.59% | -65.48% |
| Current Drawdown | -1.85% | -0.87% |
Correlation
The correlation between FCPVX and FDSCX is 0.93, 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
FCPVX vs. FDSCX - Performance Comparison
In the year-to-date period, FCPVX achieves a 4.40% return, which is significantly lower than FDSCX's 9.37% return. Over the past 10 years, FCPVX has underperformed FDSCX with an annualized return of 9.83%, while FDSCX has yielded a comparatively higher 10.56% annualized return. 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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FCPVX vs. FDSCX - Expense Ratio Comparison
FCPVX has a 0.99% expense ratio, which is higher than FDSCX's 0.90% expense ratio.
Risk-Adjusted Performance
FCPVX vs. FDSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Value Fund (FCPVX) and Fidelity Stock Selector Small Cap Fund (FDSCX). 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
FCPVX vs. FDSCX - Dividend Comparison
FCPVX's dividend yield for the trailing twelve months is around 4.98%, more than FDSCX's 0.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPVX Fidelity Small Cap Value Fund | 4.98% | 5.20% | 5.92% | 7.95% | 0.46% | 3.49% | 36.93% | 3.64% | 7.12% | 12.28% | 12.65% | 10.22% |
FDSCX Fidelity Stock Selector Small Cap Fund | 0.21% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.45% | 1.63% | 7.52% | 9.57% | 4.83% |
Drawdowns
FCPVX vs. FDSCX - Drawdown Comparison
The maximum FCPVX drawdown since its inception was -57.59%, smaller than the maximum FDSCX drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for FCPVX and FDSCX. For additional features, visit the drawdowns tool.
Volatility
FCPVX vs. FDSCX - Volatility Comparison
The current volatility for Fidelity Small Cap Value Fund (FCPVX) is 4.09%, while Fidelity Stock Selector Small Cap Fund (FDSCX) has a volatility of 4.33%. This indicates that FCPVX experiences smaller price fluctuations and is considered to be less risky than FDSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.