FDSCX vs. FCPGX
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Small Cap Growth Fund (FCPGX).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSCX or FCPGX.
Performance
FDSCX vs. FCPGX - Performance Comparison
Returns By Period
In the year-to-date period, FDSCX achieves a 19.56% return, which is significantly lower than FCPGX's 23.52% return. Over the past 10 years, FDSCX has underperformed FCPGX with an annualized return of 5.19%, while FCPGX has yielded a comparatively higher 7.51% annualized return.
FDSCX
19.56%
-0.92%
8.63%
35.20%
9.89%
5.19%
FCPGX
23.52%
-0.06%
9.25%
40.09%
5.59%
7.51%
Key characteristics
FDSCX | FCPGX | |
---|---|---|
Sharpe Ratio | 1.95 | 2.11 |
Sortino Ratio | 2.74 | 2.86 |
Omega Ratio | 1.33 | 1.35 |
Calmar Ratio | 1.38 | 1.08 |
Martin Ratio | 12.11 | 12.56 |
Ulcer Index | 3.04% | 3.30% |
Daily Std Dev | 18.86% | 19.67% |
Max Drawdown | -69.56% | -59.11% |
Current Drawdown | -5.07% | -13.39% |
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FDSCX vs. FCPGX - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is lower than FCPGX's 1.00% expense ratio.
Correlation
The correlation between FDSCX and FCPGX is 0.94, 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
FDSCX vs. FCPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Small Cap Growth Fund (FCPGX). 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
FDSCX vs. FCPGX - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, less than FCPGX's 0.82% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Fidelity Small Cap Growth Fund | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% | 16.99% |
Drawdowns
FDSCX vs. FCPGX - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -69.56%, which is greater than FCPGX's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FDSCX and FCPGX. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. FCPGX - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Small Cap Growth Fund (FCPGX) have volatilities of 6.67% and 6.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.