FDSCX vs. LAGWX
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Lord Abbett Developing Growth Fund (LAGWX).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. LAGWX is managed by Lord Abbett. It was launched on Oct 10, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSCX or LAGWX.
Correlation
The correlation between FDSCX and LAGWX is 0.77, 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.
Performance
FDSCX vs. LAGWX - Performance Comparison
Key characteristics
FDSCX:
-0.17
LAGWX:
-0.06
FDSCX:
-0.08
LAGWX:
0.11
FDSCX:
0.99
LAGWX:
1.01
FDSCX:
-0.14
LAGWX:
-0.03
FDSCX:
-0.41
LAGWX:
-0.16
FDSCX:
9.51%
LAGWX:
10.88%
FDSCX:
23.60%
LAGWX:
28.72%
FDSCX:
-69.56%
LAGWX:
-64.83%
FDSCX:
-20.42%
LAGWX:
-47.64%
Returns By Period
In the year-to-date period, FDSCX achieves a -10.65% return, which is significantly higher than LAGWX's -14.81% return. Over the past 10 years, FDSCX has outperformed LAGWX with an annualized return of 3.43%, while LAGWX has yielded a comparatively lower -2.23% annualized return.
FDSCX
-10.65%
-4.34%
-13.79%
-3.08%
11.14%
3.43%
LAGWX
-14.81%
-0.68%
-13.64%
-1.22%
0.56%
-2.23%
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FDSCX vs. LAGWX - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is lower than LAGWX's 0.93% expense ratio.
Risk-Adjusted Performance
FDSCX vs. LAGWX — Risk-Adjusted Performance Rank
FDSCX
LAGWX
FDSCX vs. LAGWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Lord Abbett Developing Growth Fund (LAGWX). 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. LAGWX - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.85%, more than LAGWX's 0.03% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.85% | 0.76% | 0.23% | 0.12% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% |
LAGWX Lord Abbett Developing Growth Fund | 0.03% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDSCX vs. LAGWX - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -69.56%, which is greater than LAGWX's maximum drawdown of -64.83%. Use the drawdown chart below to compare losses from any high point for FDSCX and LAGWX. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. LAGWX - Volatility Comparison
The current volatility for Fidelity Stock Selector Small Cap Fund (FDSCX) is 14.50%, while Lord Abbett Developing Growth Fund (LAGWX) has a volatility of 15.78%. This indicates that FDSCX experiences smaller price fluctuations and is considered to be less risky than LAGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.