FDEWX vs. FDSCX
Compare and contrast key facts about Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) and Fidelity Stock Selector Small Cap Fund (FDSCX).
FDEWX is managed by Fidelity. It was launched on Jun 1, 2011. 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: FDEWX or FDSCX.
Performance
FDEWX vs. FDSCX - Performance Comparison
Returns By Period
In the year-to-date period, FDEWX achieves a 15.03% return, which is significantly lower than FDSCX's 19.56% return. Over the past 10 years, FDEWX has outperformed FDSCX with an annualized return of 7.53%, while FDSCX has yielded a comparatively lower 5.19% annualized return.
FDEWX
15.03%
-1.48%
6.04%
22.62%
7.50%
7.53%
FDSCX
19.56%
-0.92%
8.63%
35.20%
9.89%
5.19%
Key characteristics
| FDEWX | FDSCX | |
|---|---|---|
| Sharpe Ratio | 2.20 | 1.95 |
| Sortino Ratio | 3.03 | 2.74 |
| Omega Ratio | 1.40 | 1.33 |
| Calmar Ratio | 2.59 | 1.38 |
| Martin Ratio | 13.97 | 12.11 |
| Ulcer Index | 1.66% | 3.04% |
| Daily Std Dev | 10.59% | 18.86% |
| Max Drawdown | -34.73% | -69.56% |
| Current Drawdown | -2.01% | -5.07% |
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FDEWX vs. FDSCX - Expense Ratio Comparison
FDEWX has a 0.12% expense ratio, which is lower than FDSCX's 0.90% expense ratio.
Correlation
The correlation between FDEWX and FDSCX is 0.86, 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.
Risk-Adjusted Performance
FDEWX vs. FDSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) 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
FDEWX vs. FDSCX - Dividend Comparison
FDEWX's dividend yield for the trailing twelve months is around 1.70%, more than FDSCX's 0.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | 1.70% | 1.92% | 1.94% | 1.51% | 1.35% | 1.69% | 2.15% | 1.69% | 2.26% | 2.29% | 1.89% | 1.46% |
FDSCX Fidelity Stock Selector Small Cap Fund | 0.19% | 0.23% | 0.12% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% | 0.06% |
Drawdowns
FDEWX vs. FDSCX - Drawdown Comparison
The maximum FDEWX drawdown since its inception was -34.73%, smaller than the maximum FDSCX drawdown of -69.56%. Use the drawdown chart below to compare losses from any high point for FDEWX and FDSCX. For additional features, visit the drawdowns tool.
Volatility
FDEWX vs. FDSCX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) is 2.98%, while Fidelity Stock Selector Small Cap Fund (FDSCX) has a volatility of 6.67%. This indicates that FDEWX 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.