FDSCX vs. PSCZX
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and PGIM Jennison Small Company Fund Class Z (PSCZX).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. PSCZX is an actively managed fund by PGIM. It was launched on Mar 1, 1996.
Performance
FDSCX vs. PSCZX - Performance Comparison
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FDSCX vs. PSCZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.40% | 14.33% | 14.51% | 19.46% | -18.28% | 24.76% | 21.76% | 30.42% | -8.90% | 11.25% |
PSCZX PGIM Jennison Small Company Fund Class Z | -2.55% | 7.29% | 16.22% | 11.85% | -18.57% | 29.43% | 27.53% | 40.68% | -13.42% | 19.81% |
Returns By Period
In the year-to-date period, FDSCX achieves a 0.40% return, which is significantly higher than PSCZX's -2.55% return. Both investments have delivered pretty close results over the past 10 years, with FDSCX having a 11.60% annualized return and PSCZX not far ahead at 11.63%.
FDSCX
- 1D
- -1.78%
- 1M
- -8.42%
- YTD
- 0.40%
- 6M
- 5.71%
- 1Y
- 26.34%
- 3Y*
- 14.49%
- 5Y*
- 7.30%
- 10Y*
- 11.60%
PSCZX
- 1D
- -1.29%
- 1M
- -9.26%
- YTD
- -2.55%
- 6M
- 2.77%
- 1Y
- 13.91%
- 3Y*
- 9.48%
- 5Y*
- 5.05%
- 10Y*
- 11.63%
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FDSCX vs. PSCZX - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than PSCZX's 0.82% expense ratio.
Return for Risk
FDSCX vs. PSCZX — Risk / Return Rank
FDSCX
PSCZX
FDSCX vs. PSCZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and PGIM Jennison Small Company Fund Class Z (PSCZX). 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 | PSCZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.66 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.05 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.15 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 0.81 | +0.91 |
Martin ratioReturn relative to average drawdown | 7.32 | 3.37 | +3.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDSCX | PSCZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.66 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.25 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.53 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.45 | -0.06 |
Correlation
The correlation between FDSCX and PSCZX 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.
Dividends
FDSCX vs. PSCZX - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.72%, less than PSCZX's 7.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.72% | 0.72% | 2.71% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.02% | 1.63% | 7.06% |
PSCZX PGIM Jennison Small Company Fund Class Z | 7.05% | 6.87% | 4.72% | 0.50% | 3.67% | 31.87% | 13.30% | 16.41% | 19.48% | 7.97% | 5.32% | 14.40% |
Drawdowns
FDSCX vs. PSCZX - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -65.47%, which is greater than PSCZX's maximum drawdown of -56.47%. Use the drawdown chart below to compare losses from any high point for FDSCX and PSCZX.
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Drawdown Indicators
| FDSCX | PSCZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -56.47% | -9.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -14.37% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -28.08% | -2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -38.43% | -47.40% | +8.97% |
Current DrawdownCurrent decline from peak | -9.82% | -9.83% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -10.11% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.43% | -0.19% |
Volatility
FDSCX vs. PSCZX - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 6.89% compared to PGIM Jennison Small Company Fund Class Z (PSCZX) at 6.41%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than PSCZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDSCX | PSCZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 6.41% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 11.92% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.18% | 20.70% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.58% | 20.20% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 22.05% | -0.26% |