FDSCX vs. FCPVX
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Small Cap Value Fund (FCPVX).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. FCPVX 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 FCPVX.
Performance
FDSCX vs. FCPVX - Performance Comparison
Returns By Period
In the year-to-date period, FDSCX achieves a 19.32% return, which is significantly higher than FCPVX's 7.27% return. Over the past 10 years, FDSCX has outperformed FCPVX with an annualized return of 5.20%, while FCPVX has yielded a comparatively lower 3.56% annualized return.
FDSCX
19.32%
-1.12%
9.09%
34.93%
9.77%
5.20%
FCPVX
7.27%
0.00%
2.75%
19.12%
7.82%
3.56%
Key characteristics
| FDSCX | FCPVX | |
|---|---|---|
| Sharpe Ratio | 1.83 | 0.96 |
| Sortino Ratio | 2.59 | 1.51 |
| Omega Ratio | 1.31 | 1.18 |
| Calmar Ratio | 1.27 | 0.87 |
| Martin Ratio | 11.47 | 4.27 |
| Ulcer Index | 3.02% | 4.37% |
| Daily Std Dev | 18.91% | 19.36% |
| Max Drawdown | -69.56% | -58.43% |
| Current Drawdown | -5.26% | -5.49% |
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FDSCX vs. FCPVX - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is lower than FCPVX's 0.99% expense ratio.
Correlation
The correlation between FDSCX and FCPVX 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.
Risk-Adjusted Performance
FDSCX vs. FCPVX - 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 Value Fund (FCPVX). 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. FCPVX - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, less than FCPVX's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FCPVX Fidelity Small Cap Value Fund | 0.68% | 0.64% | 0.00% | 2.04% | 0.46% | 0.81% | 1.10% | 1.09% | 0.77% | 12.28% | 12.65% | 10.22% |
Drawdowns
FDSCX vs. FCPVX - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -69.56%, which is greater than FCPVX's maximum drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for FDSCX and FCPVX. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. FCPVX - Volatility Comparison
The current volatility for Fidelity Stock Selector Small Cap Fund (FDSCX) is 6.68%, while Fidelity Small Cap Value Fund (FCPVX) has a volatility of 7.72%. This indicates that FDSCX experiences smaller price fluctuations and is considered to be less risky than FCPVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.