FIFZX vs. FSSNX
Compare and contrast key facts about Fidelity Series Bond Index Fund (FIFZX) and Fidelity Small Cap Index Fund (FSSNX).
FIFZX is managed by Fidelity. It was launched on Apr 26, 2019. FSSNX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFZX or FSSNX.
Correlation
The correlation between FIFZX and FSSNX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FIFZX vs. FSSNX - Performance Comparison
Key characteristics
FIFZX:
0.19
FSSNX:
0.74
FIFZX:
0.31
FSSNX:
1.16
FIFZX:
1.04
FSSNX:
1.14
FIFZX:
0.07
FSSNX:
0.73
FIFZX:
0.48
FSSNX:
3.71
FIFZX:
2.22%
FSSNX:
4.09%
FIFZX:
5.57%
FSSNX:
20.66%
FIFZX:
-19.56%
FSSNX:
-44.52%
FIFZX:
-11.39%
FSSNX:
-8.91%
Returns By Period
In the year-to-date period, FIFZX achieves a -1.24% return, which is significantly lower than FSSNX's -0.47% return.
FIFZX
-1.24%
-2.12%
-1.07%
0.05%
-0.95%
N/A
FSSNX
-0.47%
-5.31%
-1.21%
15.46%
6.38%
6.78%
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FIFZX vs. FSSNX - Expense Ratio Comparison
FIFZX has a 0.00% expense ratio, which is lower than FSSNX's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIFZX vs. FSSNX — Risk-Adjusted Performance Rank
FIFZX
FSSNX
FIFZX vs. FSSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Bond Index Fund (FIFZX) and Fidelity Small Cap Index Fund (FSSNX). 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
FIFZX vs. FSSNX - Dividend Comparison
FIFZX's dividend yield for the trailing twelve months is around 3.37%, more than FSSNX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFZX Fidelity Series Bond Index Fund | 3.37% | 3.33% | 3.09% | 2.31% | 1.59% | 2.11% | 1.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSSNX Fidelity Small Cap Index Fund | 1.03% | 1.03% | 1.43% | 1.26% | 1.26% | 0.94% | 1.32% | 1.33% | 1.15% | 1.24% | 2.80% | 4.80% |
Drawdowns
FIFZX vs. FSSNX - Drawdown Comparison
The maximum FIFZX drawdown since its inception was -19.56%, smaller than the maximum FSSNX drawdown of -44.52%. Use the drawdown chart below to compare losses from any high point for FIFZX and FSSNX. For additional features, visit the drawdowns tool.
Volatility
FIFZX vs. FSSNX - Volatility Comparison
The current volatility for Fidelity Series Bond Index Fund (FIFZX) is 1.23%, while Fidelity Small Cap Index Fund (FSSNX) has a volatility of 6.27%. This indicates that FIFZX experiences smaller price fluctuations and is considered to be less risky than FSSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.