FCPVX vs. FSDIX
Compare and contrast key facts about Fidelity Small Cap Value Fund (FCPVX) and Fidelity Strategic Dividend & Income Fund (FSDIX).
FCPVX is managed by Fidelity. It was launched on Nov 3, 2004. FSDIX is managed by Fidelity. It was launched on Dec 23, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPVX or FSDIX.
Key characteristics
| FCPVX | FSDIX | |
|---|---|---|
| YTD Return | 4.40% | 5.90% |
| 1Y Return | 21.17% | 14.22% |
| 3Y Return (Ann) | 3.94% | 4.49% |
| 5Y Return (Ann) | 12.22% | 8.61% |
| 10Y Return (Ann) | 9.83% | 7.99% |
| Sharpe Ratio | 1.25 | 1.70 |
| Daily Std Dev | 18.15% | 8.42% |
| Max Drawdown | -57.59% | -58.56% |
| Current Drawdown | -1.85% | 0.00% |
Correlation
The correlation between FCPVX and FSDIX is 0.85, 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. FSDIX - Performance Comparison
In the year-to-date period, FCPVX achieves a 4.40% return, which is significantly lower than FSDIX's 5.90% return. Over the past 10 years, FCPVX has outperformed FSDIX with an annualized return of 9.83%, while FSDIX has yielded a comparatively lower 7.99% 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. FSDIX - Expense Ratio Comparison
FCPVX has a 0.99% expense ratio, which is higher than FSDIX's 0.68% expense ratio.
Risk-Adjusted Performance
FCPVX vs. FSDIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Value Fund (FCPVX) and Fidelity Strategic Dividend & Income Fund (FSDIX). 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. FSDIX - Dividend Comparison
FCPVX's dividend yield for the trailing twelve months is around 4.98%, less than FSDIX's 5.40% 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% |
FSDIX Fidelity Strategic Dividend & Income Fund | 5.40% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 7.41% | 4.92% | 4.39% | 9.15% | 3.90% |
Drawdowns
FCPVX vs. FSDIX - Drawdown Comparison
The maximum FCPVX drawdown since its inception was -57.59%, roughly equal to the maximum FSDIX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for FCPVX and FSDIX. For additional features, visit the drawdowns tool.
Volatility
FCPVX vs. FSDIX - Volatility Comparison
Fidelity Small Cap Value Fund (FCPVX) has a higher volatility of 4.09% compared to Fidelity Strategic Dividend & Income Fund (FSDIX) at 1.95%. This indicates that FCPVX's price experiences larger fluctuations and is considered to be riskier than FSDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.