FDSCX vs. FPADX
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Emerging Markets Index Fund (FPADX).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. FPADX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSCX or FPADX.
Performance
FDSCX vs. FPADX - Performance Comparison
Returns By Period
In the year-to-date period, FDSCX achieves a 19.56% return, which is significantly higher than FPADX's 8.76% return. Over the past 10 years, FDSCX has outperformed FPADX with an annualized return of 5.19%, while FPADX has yielded a comparatively lower 2.97% annualized return.
FDSCX
19.56%
-0.92%
8.63%
35.20%
9.89%
5.19%
FPADX
8.76%
-5.29%
0.28%
13.67%
2.98%
2.97%
Key characteristics
| FDSCX | FPADX | |
|---|---|---|
| Sharpe Ratio | 1.95 | 0.96 |
| Sortino Ratio | 2.74 | 1.42 |
| Omega Ratio | 1.33 | 1.18 |
| Calmar Ratio | 1.38 | 0.47 |
| Martin Ratio | 12.11 | 4.56 |
| Ulcer Index | 3.04% | 2.97% |
| Daily Std Dev | 18.86% | 14.09% |
| Max Drawdown | -69.56% | -39.16% |
| Current Drawdown | -5.07% | -17.61% |
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FDSCX vs. FPADX - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than FPADX's 0.08% expense ratio.
Correlation
The correlation between FDSCX and FPADX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FDSCX vs. FPADX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Emerging Markets Index Fund (FPADX). 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. FPADX - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, less than FPADX's 2.46% 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% |
FPADX Fidelity Emerging Markets Index Fund | 2.46% | 2.68% | 2.47% | 2.14% | 1.50% | 2.59% | 2.20% | 1.76% | 1.69% | 2.47% | 2.03% | 2.15% |
Drawdowns
FDSCX vs. FPADX - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -69.56%, which is greater than FPADX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FDSCX and FPADX. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. FPADX - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 6.67% compared to Fidelity Emerging Markets Index Fund (FPADX) at 4.44%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than FPADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.