FDCAX vs. FSCSX
Compare and contrast key facts about Fidelity Capital Appreciation Fund (FDCAX) and Fidelity Select Software & IT Services Portfolio (FSCSX).
FDCAX is managed by Fidelity. It was launched on Nov 26, 1986. FSCSX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDCAX or FSCSX.
Correlation
The correlation between FDCAX and FSCSX is 0.76, 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. FSCSX - Performance Comparison
Key characteristics
FDCAX:
0.09
FSCSX:
-0.15
FDCAX:
0.23
FSCSX:
-0.07
FDCAX:
1.05
FSCSX:
0.99
FDCAX:
0.10
FSCSX:
-0.12
FDCAX:
0.26
FSCSX:
-0.36
FDCAX:
7.46%
FSCSX:
8.37%
FDCAX:
21.44%
FSCSX:
19.90%
FDCAX:
-58.11%
FSCSX:
-58.42%
FDCAX:
-15.53%
FSCSX:
-15.35%
Returns By Period
In the year-to-date period, FDCAX achieves a 4.08% return, which is significantly higher than FSCSX's 2.73% return. Over the past 10 years, FDCAX has underperformed FSCSX with an annualized return of 3.43%, while FSCSX has yielded a comparatively higher 9.58% annualized return.
FDCAX
4.08%
-0.48%
-7.19%
2.81%
4.23%
3.43%
FSCSX
2.73%
0.93%
5.86%
0.04%
5.28%
9.58%
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FDCAX vs. FSCSX - Expense Ratio Comparison
FDCAX has a 0.84% expense ratio, which is higher than FSCSX's 0.67% expense ratio.
Risk-Adjusted Performance
FDCAX vs. FSCSX — Risk-Adjusted Performance Rank
FDCAX
FSCSX
FDCAX vs. FSCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital Appreciation Fund (FDCAX) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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. FSCSX - Dividend Comparison
FDCAX's dividend yield for the trailing twelve months is around 0.25%, while FSCSX 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% |
FSCSX Fidelity Select Software & IT Services Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.55% | 0.23% | 0.04% | 0.00% | 0.03% | 2.35% | 10.43% |
Drawdowns
FDCAX vs. FSCSX - Drawdown Comparison
The maximum FDCAX drawdown since its inception was -58.11%, roughly equal to the maximum FSCSX drawdown of -58.42%. Use the drawdown chart below to compare losses from any high point for FDCAX and FSCSX. For additional features, visit the drawdowns tool.
Volatility
FDCAX vs. FSCSX - Volatility Comparison
The current volatility for Fidelity Capital Appreciation Fund (FDCAX) is 4.08%, while Fidelity Select Software & IT Services Portfolio (FSCSX) has a volatility of 5.21%. This indicates that FDCAX experiences smaller price fluctuations and is considered to be less risky than FSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.