FDCAX vs. FFIDX
Compare and contrast key facts about Fidelity Capital Appreciation Fund (FDCAX) and Fidelity Fund (FFIDX).
FDCAX is managed by Fidelity. It was launched on Nov 26, 1986. FFIDX is managed by Fidelity. It was launched on Apr 30, 1930.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDCAX or FFIDX.
Correlation
The correlation between FDCAX and FFIDX is 0.87, 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
FDCAX vs. FFIDX - Performance Comparison
Key characteristics
FDCAX:
0.18
FFIDX:
1.54
FDCAX:
0.34
FFIDX:
2.07
FDCAX:
1.07
FFIDX:
1.28
FDCAX:
0.20
FFIDX:
2.19
FDCAX:
0.54
FFIDX:
8.28
FDCAX:
7.27%
FFIDX:
2.95%
FDCAX:
21.47%
FFIDX:
15.84%
FDCAX:
-58.11%
FFIDX:
-55.18%
FDCAX:
-15.40%
FFIDX:
-1.13%
Returns By Period
In the year-to-date period, FDCAX achieves a 4.24% return, which is significantly lower than FFIDX's 4.76% return. Over the past 10 years, FDCAX has underperformed FFIDX with an annualized return of 3.48%, while FFIDX has yielded a comparatively higher 9.55% annualized return.
FDCAX
4.24%
1.06%
-7.70%
2.07%
3.89%
3.48%
FFIDX
4.76%
1.72%
8.49%
23.74%
13.11%
9.55%
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FDCAX vs. FFIDX - Expense Ratio Comparison
FDCAX has a 0.84% expense ratio, which is higher than FFIDX's 0.45% expense ratio.
Risk-Adjusted Performance
FDCAX vs. FFIDX — Risk-Adjusted Performance Rank
FDCAX
FFIDX
FDCAX vs. FFIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital Appreciation Fund (FDCAX) and Fidelity Fund (FFIDX). 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
FDCAX vs. FFIDX - Dividend Comparison
FDCAX's dividend yield for the trailing twelve months is around 0.25%, while FFIDX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCAX Fidelity Capital Appreciation Fund | 0.25% | 0.26% | 0.37% | 0.43% | 0.39% | 0.03% | 0.69% | 0.91% | 0.95% | 1.24% | 14.02% | 11.82% |
FFIDX Fidelity Fund | 0.00% | 0.00% | 0.66% | 0.67% | 0.26% | 0.75% | 0.83% | 1.08% | 1.00% | 1.06% | 5.15% | 12.31% |
Drawdowns
FDCAX vs. FFIDX - Drawdown Comparison
The maximum FDCAX drawdown since its inception was -58.11%, which is greater than FFIDX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for FDCAX and FFIDX. For additional features, visit the drawdowns tool.
Volatility
FDCAX vs. FFIDX - Volatility Comparison
The current volatility for Fidelity Capital Appreciation Fund (FDCAX) is 4.34%, while Fidelity Fund (FFIDX) has a volatility of 5.10%. This indicates that FDCAX experiences smaller price fluctuations and is considered to be less risky than FFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.