FDSCX vs. FDEWX
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. FDEWX is managed by Fidelity. It was launched on Jun 1, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSCX or FDEWX.
Performance
FDSCX vs. FDEWX - Performance Comparison
Returns By Period
In the year-to-date period, FDSCX achieves a 19.56% return, which is significantly higher than FDEWX's 15.03% return. Over the past 10 years, FDSCX has underperformed FDEWX with an annualized return of 5.19%, while FDEWX has yielded a comparatively higher 7.53% annualized return.
FDSCX
19.56%
-0.92%
8.63%
35.20%
9.89%
5.19%
FDEWX
15.03%
-1.48%
6.04%
22.62%
7.50%
7.53%
Key characteristics
| FDSCX | FDEWX | |
|---|---|---|
| Sharpe Ratio | 1.95 | 2.20 |
| Sortino Ratio | 2.74 | 3.03 |
| Omega Ratio | 1.33 | 1.40 |
| Calmar Ratio | 1.38 | 2.59 |
| Martin Ratio | 12.11 | 13.97 |
| Ulcer Index | 3.04% | 1.66% |
| Daily Std Dev | 18.86% | 10.59% |
| Max Drawdown | -69.56% | -34.73% |
| Current Drawdown | -5.07% | -2.01% |
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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.
Correlation
The correlation between FDSCX and FDEWX 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
FDSCX vs. FDEWX - Risk-Adjusted Performance 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.
Dividends
FDSCX vs. FDEWX - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, less than FDEWX's 1.70% 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% |
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% |
Drawdowns
FDSCX vs. FDEWX - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -69.56%, which is greater than FDEWX's maximum drawdown of -34.73%. Use the drawdown chart below to compare losses from any high point for FDSCX and FDEWX. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. FDEWX - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 6.67% compared to Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) at 2.98%. 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.