FDSSX vs. FXAIX
Compare and contrast key facts about Fidelity Stock Selector All Cap Fund (FDSSX) and Fidelity 500 Index Fund (FXAIX).
FDSSX is managed by Fidelity. It was launched on Sep 28, 1990. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSSX or FXAIX.
Correlation
The correlation between FDSSX and FXAIX is 0.97, 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
FDSSX vs. FXAIX - Performance Comparison
Key characteristics
FDSSX:
0.91
FXAIX:
1.75
FDSSX:
1.23
FXAIX:
2.36
FDSSX:
1.18
FXAIX:
1.32
FDSSX:
1.39
FXAIX:
2.66
FDSSX:
3.90
FXAIX:
11.02
FDSSX:
3.27%
FXAIX:
2.04%
FDSSX:
14.04%
FXAIX:
12.89%
FDSSX:
-56.46%
FXAIX:
-33.79%
FDSSX:
-7.18%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, FDSSX achieves a 1.42% return, which is significantly lower than FXAIX's 2.42% return. Over the past 10 years, FDSSX has underperformed FXAIX with an annualized return of 8.84%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
FDSSX
1.42%
-2.31%
2.46%
10.86%
10.62%
8.84%
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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FDSSX vs. FXAIX - Expense Ratio Comparison
FDSSX has a 0.68% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FDSSX vs. FXAIX — Risk-Adjusted Performance Rank
FDSSX
FXAIX
FDSSX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector All Cap Fund (FDSSX) and Fidelity 500 Index Fund (FXAIX). 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
FDSSX vs. FXAIX - Dividend Comparison
FDSSX's dividend yield for the trailing twelve months is around 0.85%, less than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSSX Fidelity Stock Selector All Cap Fund | 0.85% | 0.86% | 0.71% | 0.36% | 0.06% | 0.81% | 0.92% | 0.83% | 0.68% | 0.80% | 0.68% | 12.41% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FDSSX vs. FXAIX - Drawdown Comparison
The maximum FDSSX drawdown since its inception was -56.46%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FDSSX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FDSSX vs. FXAIX - Volatility Comparison
Fidelity Stock Selector All Cap Fund (FDSSX) has a higher volatility of 4.19% compared to Fidelity 500 Index Fund (FXAIX) at 3.43%. This indicates that FDSSX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.