FDSSX vs. SWLGX
Compare and contrast key facts about Fidelity Stock Selector All Cap Fund (FDSSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
FDSSX is managed by Fidelity. It was launched on Sep 28, 1990. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSSX or SWLGX.
Correlation
The correlation between FDSSX and SWLGX 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.
Performance
FDSSX vs. SWLGX - Performance Comparison
Key characteristics
FDSSX:
1.13
SWLGX:
1.67
FDSSX:
1.51
SWLGX:
2.21
FDSSX:
1.22
SWLGX:
1.30
FDSSX:
1.72
SWLGX:
2.26
FDSSX:
4.93
SWLGX:
8.52
FDSSX:
3.19%
SWLGX:
3.48%
FDSSX:
13.93%
SWLGX:
17.80%
FDSSX:
-56.46%
SWLGX:
-33.28%
FDSSX:
-5.37%
SWLGX:
-0.43%
Returns By Period
In the year-to-date period, FDSSX achieves a 3.39% return, which is significantly lower than SWLGX's 3.77% return.
FDSSX
3.39%
1.36%
5.08%
14.25%
10.77%
9.06%
SWLGX
3.77%
2.38%
13.52%
28.73%
17.50%
N/A
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FDSSX vs. SWLGX - Expense Ratio Comparison
FDSSX has a 0.68% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
FDSSX vs. SWLGX — Risk-Adjusted Performance Rank
FDSSX
SWLGX
FDSSX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector All Cap Fund (FDSSX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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. SWLGX - Dividend Comparison
FDSSX's dividend yield for the trailing twelve months is around 0.83%, more than SWLGX's 0.50% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.50% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDSSX vs. SWLGX - Drawdown Comparison
The maximum FDSSX drawdown since its inception was -56.46%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for FDSSX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
FDSSX vs. SWLGX - Volatility Comparison
The current volatility for Fidelity Stock Selector All Cap Fund (FDSSX) is 4.00%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.20%. This indicates that FDSSX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.