FDSSX vs. NASDX
Compare and contrast key facts about Fidelity Stock Selector All Cap Fund (FDSSX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
FDSSX is managed by Fidelity. It was launched on Sep 28, 1990. NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSSX or NASDX.
Correlation
The correlation between FDSSX and NASDX is 0.88, 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. NASDX - Performance Comparison
Key characteristics
FDSSX:
1.03
NASDX:
0.79
FDSSX:
1.39
NASDX:
1.12
FDSSX:
1.20
NASDX:
1.16
FDSSX:
1.57
NASDX:
1.14
FDSSX:
4.42
NASDX:
3.30
FDSSX:
3.24%
NASDX:
4.72%
FDSSX:
13.89%
NASDX:
19.72%
FDSSX:
-56.46%
NASDX:
-81.69%
FDSSX:
-5.32%
NASDX:
-3.48%
Returns By Period
In the year-to-date period, FDSSX achieves a 3.45% return, which is significantly lower than NASDX's 5.03% return. Over the past 10 years, FDSSX has underperformed NASDX with an annualized return of 9.07%, while NASDX has yielded a comparatively higher 14.37% annualized return.
FDSSX
3.45%
0.43%
5.90%
15.07%
11.07%
9.07%
NASDX
5.03%
2.35%
4.61%
16.90%
14.10%
14.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDSSX vs. NASDX - Expense Ratio Comparison
FDSSX has a 0.68% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Risk-Adjusted Performance
FDSSX vs. NASDX — Risk-Adjusted Performance Rank
FDSSX
NASDX
FDSSX vs. NASDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector All Cap Fund (FDSSX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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. NASDX - Dividend Comparison
FDSSX's dividend yield for the trailing twelve months is around 0.83%, more than NASDX's 0.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSSX Fidelity Stock Selector All Cap Fund | 0.83% | 0.86% | 0.71% | 0.36% | 0.06% | 0.81% | 0.92% | 0.83% | 0.68% | 0.80% | 0.68% | 12.41% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.34% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
Drawdowns
FDSSX vs. NASDX - Drawdown Comparison
The maximum FDSSX drawdown since its inception was -56.46%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for FDSSX and NASDX. For additional features, visit the drawdowns tool.
Volatility
FDSSX vs. NASDX - Volatility Comparison
The current volatility for Fidelity Stock Selector All Cap Fund (FDSSX) is 3.78%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 4.86%. This indicates that FDSSX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.