FDSCX vs. FSLCX
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Small Cap Stock Fund (FSLCX).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. FSLCX is managed by Fidelity. It was launched on Mar 12, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSCX or FSLCX.
Performance
FDSCX vs. FSLCX - Performance Comparison
Returns By Period
In the year-to-date period, FDSCX achieves a 19.56% return, which is significantly higher than FSLCX's 12.61% return. Over the past 10 years, FDSCX has outperformed FSLCX with an annualized return of 5.19%, while FSLCX has yielded a comparatively lower 0.97% annualized return.
FDSCX
19.56%
-0.92%
8.63%
35.20%
9.89%
5.19%
FSLCX
12.61%
-1.32%
6.84%
26.61%
2.02%
0.97%
Key characteristics
| FDSCX | FSLCX | |
|---|---|---|
| Sharpe Ratio | 1.95 | 1.48 |
| Sortino Ratio | 2.74 | 2.15 |
| Omega Ratio | 1.33 | 1.26 |
| Calmar Ratio | 1.38 | 0.75 |
| Martin Ratio | 12.11 | 8.42 |
| Ulcer Index | 3.04% | 3.30% |
| Daily Std Dev | 18.86% | 18.73% |
| Max Drawdown | -69.56% | -66.70% |
| Current Drawdown | -5.07% | -19.58% |
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FDSCX vs. FSLCX - Expense Ratio Comparison
Both FDSCX and FSLCX have an expense ratio of 0.90%.
Correlation
The correlation between FDSCX and FSLCX is 0.93, 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. FSLCX - 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 Stock Fund (FSLCX). 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. FSLCX - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, more than FSLCX's 0.02% 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% |
FSLCX Fidelity Small Cap Stock Fund | 0.02% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% | 0.30% |
Drawdowns
FDSCX vs. FSLCX - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -69.56%, roughly equal to the maximum FSLCX drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for FDSCX and FSLCX. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. FSLCX - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Small Cap Stock Fund (FSLCX) have volatilities of 6.67% and 6.94%, 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.