FDCAX vs. FXAIX
Compare and contrast key facts about Fidelity Capital Appreciation Fund (FDCAX) and Fidelity 500 Index Fund (FXAIX).
FDCAX is managed by Fidelity. It was launched on Nov 26, 1986. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDCAX or FXAIX.
Correlation
The correlation between FDCAX and FXAIX is 0.92, 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. FXAIX - Performance Comparison
Key characteristics
FDCAX:
0.09
FXAIX:
1.87
FDCAX:
0.24
FXAIX:
2.52
FDCAX:
1.05
FXAIX:
1.34
FDCAX:
0.10
FXAIX:
2.82
FDCAX:
0.27
FXAIX:
11.69
FDCAX:
7.40%
FXAIX:
2.04%
FDCAX:
21.46%
FXAIX:
12.77%
FDCAX:
-58.11%
FXAIX:
-33.79%
FDCAX:
-15.11%
FXAIX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FDCAX having a 4.60% return and FXAIX slightly higher at 4.63%. Over the past 10 years, FDCAX has underperformed FXAIX with an annualized return of 3.51%, while FXAIX has yielded a comparatively higher 13.14% annualized return.
FDCAX
4.60%
1.40%
-7.54%
3.40%
4.34%
3.51%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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FDCAX vs. FXAIX - Expense Ratio Comparison
FDCAX has a 0.84% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FDCAX vs. FXAIX — Risk-Adjusted Performance Rank
FDCAX
FXAIX
FDCAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital Appreciation Fund (FDCAX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FDCAX's dividend yield for the trailing twelve months is around 0.25%, less than FXAIX's 1.19% yield.
| 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% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FDCAX vs. FXAIX - Drawdown Comparison
The maximum FDCAX drawdown since its inception was -58.11%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDCAX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FDCAX vs. FXAIX - Volatility Comparison
Fidelity Capital Appreciation Fund (FDCAX) has a higher volatility of 4.27% compared to Fidelity 500 Index Fund (FXAIX) at 3.06%. This indicates that FDCAX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.