FDSCX vs. FTBFX

Last updated Jun 5, 2026

FDSCX (Fidelity Stock Selector Small Cap Fund) and FTBFX (Fidelity Total Bond Fund) are both mutual funds - FDSCX is a Small Cap Blend Equities fund managed by Fidelity, while FTBFX is a Intermediate Core-Plus Bond fund actively managed by Fidelity. Over the past 10 years, FDSCX returned 12.85%/yr vs 2.45%/yr for FTBFX. At a correlation of -0.09, they often move in opposite directions. FDSCX charges 0.90%/yr vs 0.45%/yr for FTBFX.

Performance

FDSCX vs. FTBFX - Performance Comparison

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

Returns By Period

In the year-to-date period, FDSCX achieves a 16.09% return, which is significantly higher than FTBFX's 0.36% return. Over the past 10 years, FDSCX has outperformed FTBFX with an annualized return of 12.85%, while FTBFX has yielded a comparatively lower 2.45% annualized return.

FDSCX

• 1D: 0.12%
• 1M: -0.18%
• YTD: 16.09%
• 6M: 14.16%
• 1Y: 39.37%
• 3Y*: 19.84%
• 5Y*: 9.79%
• 10Y*: 12.85%

FTBFX

• 1D: -0.21%
• 1M: 0.05%
• YTD: 0.36%
• 6M: 0.40%
• 1Y: 4.86%
• 3Y*: 4.76%
• 5Y*: 0.64%
• 10Y*: 2.45%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FDSCX vs. FTBFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FDSCX Fidelity Stock Selector Small Cap Fund	16.09%	14.33%	14.51%	19.46%	-18.28%	24.76%	21.76%	30.42%	-8.90%	11.25%
FTBFX Fidelity Total Bond Fund	0.36%	7.50%	2.13%	7.25%	-13.58%	-0.44%	9.34%	9.89%	-0.66%	4.19%

Correlation

The correlation between FDSCX and FTBFX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.27
Correlation (3Y) Calculated over the trailing 3-year period	0.24
Correlation (5Y) Calculated over the trailing 5-year period	0.17
Correlation (10Y) Calculated over the trailing 10-year period	0.04
Correlation (All Time) Calculated using the full available price history since Oct 17, 2002	-0.09

The correlation between FDSCX and FTBFX shifts across timeframes, from -0.09 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

FDSCX vs. FTBFX — Risk / Return Rank

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

FDSCX

FDSCX Risk / Return Rank: 65
FDSCX Sharpe Ratio Rank: 55
FDSCX Sortino Ratio Rank: 55
FDSCX Omega Ratio Rank: 48
FDSCX Calmar Ratio Rank: 84
FDSCX Martin Ratio Rank: 82

FTBFX

FTBFX Risk / Return Rank: 25
FTBFX Sharpe Ratio Rank: 25
FTBFX Sortino Ratio Rank: 26
FTBFX Omega Ratio Rank: 24
FTBFX Calmar Ratio Rank: 27
FTBFX Martin Ratio Rank: 23

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. FTBFX - Risk-Adjusted Trends 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.

	FDSCX	FTBFX	Difference
Sharpe ratio: Return per unit of total volatility	2.21	1.43	+0.77
Sortino ratio: Return per unit of downside risk	3.13	2.15	+0.98
Omega ratio: Gain probability vs. loss probability	1.38	1.26	+0.12
Calmar ratio: Return relative to maximum drawdown	3.91	1.92	+1.99
Martin ratio: Return relative to average drawdown	15.22	5.84	+9.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FDSCX vs. FTBFX - Sharpe Ratio Comparison

The current FDSCX Sharpe Ratio is 2.21, which is higher than the FTBFX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of FDSCX and FTBFX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	FDSCX	FTBFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.21	1.43	+0.77
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.46	0.11	+0.34
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	0.52	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.92	-0.51

Drawdowns

FDSCX vs. FTBFX - Drawdown Comparison

The maximum FDSCX drawdown since its inception was -65.47%, which is greater than FTBFX's maximum drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for FDSCX and FTBFX.

Drawdown Indicators

	FDSCX	FTBFX	Difference
Max Drawdown Largest peak-to-trough decline	-65.47%	-18.25%	-47.22%
Max Drawdown (1Y) Largest decline over 1 year	-10.04%	-2.89%	-7.15%
Max Drawdown (3Y) Largest decline over 3 years	-27.42%	-5.82%	-21.60%
Max Drawdown (5Y) Largest decline over 5 years	-30.56%	-18.25%	-12.31%
Max Drawdown (10Y) Largest decline over 10 years	-38.43%	-18.25%	-20.18%
Current Drawdown Current decline from peak	-1.62%	-1.51%	-0.11%
Average Drawdown Average peak-to-trough decline	-11.22%	-2.32%	-8.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.57%	0.95%	+1.62%

Volatility

FDSCX vs. FTBFX - Volatility Comparison

Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 5.17% compared to Fidelity Total Bond Fund (FTBFX) at 1.38%. 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.

Volatility by Period

	FDSCX	FTBFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.17%	1.38%	+3.79%
Volatility (6M) Calculated over the trailing 6-month period	13.32%	2.78%	+10.54%
Volatility (1Y) Calculated over the trailing 1-year period	17.85%	3.87%	+13.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.63%	5.67%	+15.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.87%	4.73%	+17.14%

FDSCX vs. FTBFX - Expense Ratio Comparison

FDSCX has a 0.90% expense ratio, which is higher than FTBFX's 0.45% expense ratio.

Dividends

FDSCX vs. FTBFX - Dividend Comparison

FDSCX's dividend yield for the trailing twelve months is around 0.62%, less than FTBFX's 4.36% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FDSCX Fidelity Stock Selector Small Cap Fund	0.62%	0.72%	2.71%	0.23%	0.12%	10.85%	1.40%	2.13%	22.39%	10.02%	1.63%	7.06%
FTBFX Fidelity Total Bond Fund	4.36%	4.36%	4.15%	4.15%	2.54%	1.89%	5.22%	3.03%	3.19%	2.97%	3.61%	3.30%

Frequently Asked Questions

Can I hold both FDSCX and FTBFX in my portfolio?

FDSCX and FTBFX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, FDSCX or FTBFX?

FDSCX has higher volatility (5.17%) compared to FTBFX (1.38%). In terms of maximum drawdown, FDSCX dropped -65.47% vs FTBFX's -18.25%.

Which has better risk-adjusted returns?

FDSCX currently has the higher Sharpe Ratio (2.21 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.