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.
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.
Performance
FDSCX vs. FCPVX - Performance Comparison
Key characteristics
FDSCX:
-0.42
FCPVX:
-0.56
FDSCX:
-0.46
FCPVX:
-0.68
FDSCX:
0.94
FCPVX:
0.91
FDSCX:
-0.34
FCPVX:
-0.51
FDSCX:
-1.14
FCPVX:
-1.81
FDSCX:
8.50%
FCPVX:
7.03%
FDSCX:
23.24%
FCPVX:
22.79%
FDSCX:
-69.56%
FCPVX:
-58.43%
FDSCX:
-24.10%
FCPVX:
-21.41%
Returns By Period
In the year-to-date period, FDSCX achieves a -14.78% return, which is significantly lower than FCPVX's -13.85% return. Over the past 10 years, FDSCX has outperformed FCPVX with an annualized return of 2.94%, while FCPVX has yielded a comparatively lower 0.96% annualized return.
FDSCX
-14.78%
-6.48%
-19.35%
-9.93%
9.84%
2.94%
FCPVX
-13.85%
-7.88%
-15.93%
-12.53%
9.97%
0.96%
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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.
Risk-Adjusted Performance
FDSCX vs. FCPVX — Risk-Adjusted Performance Rank
FDSCX
FCPVX
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 0.89%, more than FCPVX's 0.70% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.89% | 0.76% | 0.23% | 0.12% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% |
FCPVX Fidelity Small Cap Value Fund | 0.70% | 0.60% | 0.64% | 0.00% | 2.04% | 0.46% | 0.81% | 1.10% | 1.09% | 0.77% | 12.28% | 12.65% |
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
Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Small Cap Value Fund (FCPVX) have volatilities of 14.28% and 13.69%, 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.