FJACX vs. FTHNX
Compare and contrast key facts about Fidelity Series Small Cap Discovery Fund (FJACX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX).
FJACX is managed by Fidelity. It was launched on Nov 7, 2013. FTHNX is managed by Fuller & Thaler Asset Mgmt. 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: FJACX or FTHNX.
Correlation
The correlation between FJACX and FTHNX 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
FJACX vs. FTHNX - Performance Comparison
Key characteristics
FJACX:
-0.06
FTHNX:
0.45
FJACX:
0.03
FTHNX:
0.72
FJACX:
1.00
FTHNX:
1.10
FJACX:
-0.10
FTHNX:
0.56
FJACX:
-0.26
FTHNX:
2.27
FJACX:
4.47%
FTHNX:
3.66%
FJACX:
18.02%
FTHNX:
18.42%
FJACX:
-45.60%
FTHNX:
-37.78%
FJACX:
-11.98%
FTHNX:
-14.97%
Returns By Period
In the year-to-date period, FJACX achieves a -1.67% return, which is significantly lower than FTHNX's 8.76% return.
FJACX
-1.67%
-7.61%
-2.17%
0.39%
9.00%
8.16%
FTHNX
8.76%
-11.24%
2.39%
9.81%
10.91%
N/A
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FJACX vs. FTHNX - Expense Ratio Comparison
FJACX has a 0.00% expense ratio, which is lower than FTHNX's 1.03% expense ratio.
Risk-Adjusted Performance
FJACX vs. FTHNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Discovery Fund (FJACX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX). 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
FJACX vs. FTHNX - Dividend Comparison
FJACX's dividend yield for the trailing twelve months is around 0.34%, less than FTHNX's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FJACX Fidelity Series Small Cap Discovery Fund | 0.34% | 1.10% | 1.47% | 0.98% | 0.98% | 1.37% | 1.97% | 1.15% | 0.45% | 5.89% | 0.19% |
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.00% | 0.76% | 0.45% | 0.15% | 0.11% | 0.11% | 0.21% | 0.09% | 0.36% | 1.65% | 0.00% |
Drawdowns
FJACX vs. FTHNX - Drawdown Comparison
The maximum FJACX drawdown since its inception was -45.60%, which is greater than FTHNX's maximum drawdown of -37.78%. Use the drawdown chart below to compare losses from any high point for FJACX and FTHNX. For additional features, visit the drawdowns tool.
Volatility
FJACX vs. FTHNX - Volatility Comparison
The current volatility for Fidelity Series Small Cap Discovery Fund (FJACX) is 5.82%, while Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) has a volatility of 8.92%. This indicates that FJACX experiences smaller price fluctuations and is considered to be less risky than FTHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.