FDSCX vs. FTBFX
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Total Bond Fund (FTBFX).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSCX or FTBFX.
Performance
FDSCX vs. FTBFX - Performance Comparison
Returns By Period
In the year-to-date period, FDSCX achieves a 19.56% return, which is significantly higher than FTBFX's 3.13% return. Over the past 10 years, FDSCX has outperformed FTBFX with an annualized return of 5.19%, while FTBFX has yielded a comparatively lower 2.00% annualized return.
FDSCX
19.56%
-0.92%
8.63%
35.20%
9.89%
5.19%
FTBFX
3.13%
-1.30%
3.41%
8.28%
0.50%
2.00%
Key characteristics
| FDSCX | FTBFX | |
|---|---|---|
| Sharpe Ratio | 1.95 | 1.43 |
| Sortino Ratio | 2.74 | 2.14 |
| Omega Ratio | 1.33 | 1.26 |
| Calmar Ratio | 1.38 | 0.62 |
| Martin Ratio | 12.11 | 5.43 |
| Ulcer Index | 3.04% | 1.46% |
| Daily Std Dev | 18.86% | 5.53% |
| Max Drawdown | -69.56% | -18.19% |
| Current Drawdown | -5.07% | -5.57% |
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FDSCX vs. FTBFX - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than FTBFX's 0.45% expense ratio.
Correlation
The correlation between FDSCX and FTBFX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
FDSCX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Fidelity Total Bond Fund (FTBFX). 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. FTBFX - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, less than FTBFX's 4.63% 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% |
FTBFX Fidelity Total Bond Fund | 4.63% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% | 3.91% |
Drawdowns
FDSCX vs. FTBFX - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -69.56%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FDSCX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. FTBFX - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 6.67% compared to Fidelity Total Bond Fund (FTBFX) at 1.48%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.