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FDSCX vs. FDEWX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDSCX vs. FDEWX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX). The values are adjusted to include any dividend payments, if applicable.

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FDSCX vs. FDEWX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDSCX
Fidelity Stock Selector Small Cap Fund
0.40%14.33%14.51%19.46%-18.28%24.76%21.76%30.42%-8.90%11.25%
FDEWX
Fidelity Freedom Index 2055 Fund Investor Class
-4.21%21.39%14.14%19.95%-18.01%15.88%16.46%25.94%-7.19%20.53%

Returns By Period

In the year-to-date period, FDSCX achieves a 0.40% return, which is significantly higher than FDEWX's -4.21% return. Over the past 10 years, FDSCX has outperformed FDEWX with an annualized return of 11.60%, while FDEWX has yielded a comparatively lower 10.41% annualized return.


FDSCX

1D
-1.78%
1M
-8.42%
YTD
0.40%
6M
5.71%
1Y
26.34%
3Y*
14.49%
5Y*
7.30%
10Y*
11.60%

FDEWX

1D
-0.16%
1M
-8.59%
YTD
-4.21%
6M
-1.28%
1Y
16.51%
3Y*
14.18%
5Y*
7.77%
10Y*
10.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDSCX vs. FDEWX - Expense Ratio Comparison

FDSCX has a 0.90% expense ratio, which is higher than FDEWX's 0.12% expense ratio.


Return for Risk

FDSCX vs. FDEWX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDSCX
FDSCX Risk / Return Rank: 7171
Overall Rank
FDSCX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FDSCX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FDSCX Omega Ratio Rank: 6262
Omega Ratio Rank
FDSCX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FDSCX Martin Ratio Rank: 7676
Martin Ratio Rank

FDEWX
FDEWX Risk / Return Rank: 6464
Overall Rank
FDEWX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FDEWX Sortino Ratio Rank: 6464
Sortino Ratio Rank
FDEWX Omega Ratio Rank: 6464
Omega Ratio Rank
FDEWX Calmar Ratio Rank: 6060
Calmar Ratio Rank
FDEWX Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDSCX vs. FDEWX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX). 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.


FDSCXFDEWXDifference

Sharpe ratio

Return per unit of total volatility

1.18

1.09

+0.08

Sortino ratio

Return per unit of downside risk

1.75

1.60

+0.15

Omega ratio

Gain probability vs. loss probability

1.23

1.24

-0.01

Calmar ratio

Return relative to maximum drawdown

1.71

1.37

+0.34

Martin ratio

Return relative to average drawdown

7.32

6.32

+1.00

FDSCX vs. FDEWX - Sharpe Ratio Comparison

The current FDSCX Sharpe Ratio is 1.18, which is comparable to the FDEWX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of FDSCX and FDEWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FDSCXFDEWXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

1.09

+0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.55

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.69

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.62

-0.22

Correlation

The correlation between FDSCX and FDEWX is 0.87, 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.


Dividends

FDSCX vs. FDEWX - Dividend Comparison

FDSCX's dividend yield for the trailing twelve months is around 0.72%, less than FDEWX's 2.06% yield.


TTM20252024202320222021202020192018201720162015
FDSCX
Fidelity Stock Selector Small Cap Fund
0.72%0.72%2.71%0.23%0.12%10.85%1.40%2.13%22.39%10.02%1.63%7.06%
FDEWX
Fidelity Freedom Index 2055 Fund Investor Class
2.06%1.97%1.98%1.92%2.24%1.89%1.85%10.83%2.36%1.93%2.42%2.31%

Drawdowns

FDSCX vs. FDEWX - Drawdown Comparison

The maximum FDSCX drawdown since its inception was -65.47%, which is greater than FDEWX's maximum drawdown of -30.69%. Use the drawdown chart below to compare losses from any high point for FDSCX and FDEWX.


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Drawdown Indicators


FDSCXFDEWXDifference

Max Drawdown

Largest peak-to-trough decline

-65.47%

-30.69%

-34.78%

Max Drawdown (1Y)

Largest decline over 1 year

-13.84%

-10.82%

-3.02%

Max Drawdown (5Y)

Largest decline over 5 years

-30.56%

-26.22%

-4.34%

Max Drawdown (10Y)

Largest decline over 10 years

-38.43%

-30.69%

-7.74%

Current Drawdown

Current decline from peak

-9.82%

-9.07%

-0.75%

Average Drawdown

Average peak-to-trough decline

-11.28%

-4.26%

-7.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

2.35%

+0.89%

Volatility

FDSCX vs. FDEWX - Volatility Comparison

Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 6.89% compared to Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) at 5.01%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than FDEWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDSCXFDEWXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.89%

5.01%

+1.88%

Volatility (6M)

Calculated over the trailing 6-month period

13.00%

8.76%

+4.24%

Volatility (1Y)

Calculated over the trailing 1-year period

22.18%

15.18%

+7.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.58%

14.27%

+7.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.79%

15.09%

+6.70%