FKICX vs. AUERX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Small Cap Stock K6 Fund (FKICX) and Auer Growth Fund (AUERX).

FKICX is managed by Fidelity. It was launched on May 25, 2017. AUERX is managed by Auer. It was launched on Dec 28, 2007.

Performance

FKICX vs. AUERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Small Cap Stock K6 Fund (FKICX) and Auer Growth Fund (AUERX). The values are adjusted to include any dividend payments, if applicable.

FKICX vs. AUERX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FKICX Fidelity Small Cap Stock K6 Fund	-1.75%	16.09%	8.86%	19.94%	-21.61%	21.00%	14.68%	29.83%	-12.07%	11.23%
AUERX Auer Growth Fund	3.01%	30.10%	11.12%	21.42%	9.95%	45.11%	-1.85%	27.96%	-25.63%	22.01%

Returns By Period

In the year-to-date period, FKICX achieves a -1.75% return, which is significantly lower than AUERX's 3.01% return.

FKICX

• 1D: 3.50%
• 1M: -6.33%
• YTD: -1.75%
• 6M: 0.27%
• 1Y: 20.12%
• 3Y*: 12.86%
• 5Y*: 4.61%
• 10Y*: —

AUERX

• 1D: 2.42%
• 1M: -5.91%
• YTD: 3.01%
• 6M: 8.81%
• 1Y: 40.33%
• 3Y*: 21.36%
• 5Y*: 18.30%
• 10Y*: 14.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FKICX vs. AUERX - Expense Ratio Comparison

FKICX has a 0.60% expense ratio, which is lower than AUERX's 2.37% expense ratio.

AUERX

Auer Growth Fund

FKICX

Fidelity Small Cap Stock K6 Fund

Return for Risk

FKICX vs. AUERX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FKICX

FKICX Risk / Return Rank: 44
FKICX Sharpe Ratio Rank: 43
FKICX Sortino Ratio Rank: 48
FKICX Omega Ratio Rank: 35
FKICX Calmar Ratio Rank: 53
FKICX Martin Ratio Rank: 42

AUERX

AUERX Risk / Return Rank: 92
AUERX Sharpe Ratio Rank: 92
AUERX Sortino Ratio Rank: 91
AUERX Omega Ratio Rank: 89
AUERX Calmar Ratio Rank: 92
AUERX Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FKICX vs. AUERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock K6 Fund (FKICX) and Auer Growth Fund (AUERX). 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.

	FKICX	AUERX	Difference
Sharpe ratio Return per unit of total volatility	0.96	2.07	-1.10
Sortino ratio Return per unit of downside risk	1.50	2.70	-1.20
Omega ratio Gain probability vs. loss probability	1.19	1.40	-0.21
Calmar ratio Return relative to maximum drawdown	1.49	2.91	-1.42
Martin ratio Return relative to average drawdown	4.95	13.68	-8.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FKICX vs. AUERX - Sharpe Ratio Comparison

The current FKICX Sharpe Ratio is 0.96, which is lower than the AUERX Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of FKICX and AUERX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FKICX	AUERX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.96	2.07	-1.10
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.09	0.74	-0.65
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.61	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.21	0.18	+0.02

Correlation

The correlation between FKICX and AUERX is 0.82, 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.

Dividends

FKICX vs. AUERX - Dividend Comparison

FKICX's dividend yield for the trailing twelve months is around 24.06%, more than AUERX's 11.06% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
FKICX Fidelity Small Cap Stock K6 Fund	24.06%	23.64%	106.70%	0.16%	9.77%	24.10%	0.27%	0.81%	5.50%	0.56%
AUERX Auer Growth Fund	11.06%	11.39%	24.55%	4.54%	5.95%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

FKICX vs. AUERX - Drawdown Comparison

The maximum FKICX drawdown since its inception was -58.55%, smaller than the maximum AUERX drawdown of -67.23%. Use the drawdown chart below to compare losses from any high point for FKICX and AUERX.

Drawdown Indicators

	FKICX	AUERX	Difference
Max Drawdown Largest peak-to-trough decline	-58.55%	-67.23%	+8.68%
Max Drawdown (1Y) Largest decline over 1 year	-12.42%	-13.70%	+1.28%
Max Drawdown (5Y) Largest decline over 5 years	-58.55%	-34.80%	-23.75%
Max Drawdown (10Y) Largest decline over 10 years	—	-51.89%	—
Current Drawdown Current decline from peak	-44.19%	-5.91%	-38.28%
Average Drawdown Average peak-to-trough decline	-14.73%	-25.10%	+10.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.74%	2.92%	+0.82%

Volatility

FKICX vs. AUERX - Volatility Comparison

Fidelity Small Cap Stock K6 Fund (FKICX) has a higher volatility of 7.56% compared to Auer Growth Fund (AUERX) at 5.82%. This indicates that FKICX's price experiences larger fluctuations and is considered to be riskier than AUERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FKICX	AUERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.56%	5.82%	+1.74%
Volatility (6M) Calculated over the trailing 6-month period	13.39%	12.69%	+0.70%
Volatility (1Y) Calculated over the trailing 1-year period	21.47%	19.73%	+1.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	51.28%	24.95%	+26.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.48%	24.37%	+17.11%