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
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Key characteristics
FDSSX:
0.24
NASDX:
0.27
FDSSX:
0.49
NASDX:
0.54
FDSSX:
1.07
NASDX:
1.08
FDSSX:
0.22
NASDX:
0.27
FDSSX:
0.68
NASDX:
0.80
FDSSX:
7.73%
NASDX:
8.47%
FDSSX:
20.70%
NASDX:
26.54%
FDSSX:
-56.46%
NASDX:
-81.69%
FDSSX:
-8.76%
NASDX:
-6.09%
Returns By Period
In the year-to-date period, FDSSX achieves a -0.32% return, which is significantly lower than NASDX's 2.19% return. Over the past 10 years, FDSSX has underperformed NASDX with an annualized return of 8.38%, while NASDX has yielded a comparatively higher 13.79% annualized return.
FDSSX
-0.32%
13.07%
-5.30%
5.04%
12.86%
12.51%
8.38%
NASDX
2.19%
17.48%
-4.12%
6.34%
15.28%
13.27%
13.79%
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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.
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Dividends
FDSSX vs. NASDX - Dividend Comparison
FDSSX's dividend yield for the trailing twelve months is around 0.86%, more than NASDX's 0.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSSX Fidelity Stock Selector All Cap Fund | 0.86% | 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 | 0.32% | 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.
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Volatility
FDSSX vs. NASDX - Volatility Comparison
The current volatility for Fidelity Stock Selector All Cap Fund (FDSSX) is 4.57%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 6.52%. 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.
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