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FKICX vs. FOCSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FKICX and FOCSX is 0.83, 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

FKICX vs. FOCSX - Performance Comparison

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

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Key characteristics

Sharpe Ratio

FKICX:

0.27

FOCSX:

0.07

Sortino Ratio

FKICX:

0.47

FOCSX:

0.24

Omega Ratio

FKICX:

1.06

FOCSX:

1.03

Calmar Ratio

FKICX:

0.21

FOCSX:

0.04

Martin Ratio

FKICX:

0.62

FOCSX:

0.12

Ulcer Index

FKICX:

7.79%

FOCSX:

10.00%

Daily Std Dev

FKICX:

22.60%

FOCSX:

25.60%

Max Drawdown

FKICX:

-45.31%

FOCSX:

-38.79%

Current Drawdown

FKICX:

-8.75%

FOCSX:

-14.09%

Returns By Period

In the year-to-date period, FKICX achieves a -0.16% return, which is significantly higher than FOCSX's -6.06% return.


FKICX

YTD

-0.16%

1M

6.04%

6M

-8.33%

1Y

6.06%

3Y*

7.12%

5Y*

10.80%

10Y*

N/A

FOCSX

YTD

-6.06%

1M

6.02%

6M

-13.79%

1Y

1.87%

3Y*

10.03%

5Y*

9.96%

10Y*

N/A

*Annualized

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Fidelity Small Cap Stock K6 Fund

Fidelity Small Cap Growth K6 Fund

FKICX vs. FOCSX - Expense Ratio Comparison

Both FKICX and FOCSX have an expense ratio of 0.60%.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FKICX vs. FOCSX — Risk-Adjusted Performance Rank

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

FKICX
The Risk-Adjusted Performance Rank of FKICX is 2222
Overall Rank
The Sharpe Ratio Rank of FKICX is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of FKICX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of FKICX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of FKICX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of FKICX is 2121
Martin Ratio Rank

FOCSX
The Risk-Adjusted Performance Rank of FOCSX is 1414
Overall Rank
The Sharpe Ratio Rank of FOCSX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of FOCSX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of FOCSX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of FOCSX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of FOCSX is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FKICX vs. FOCSX - Risk-Adjusted Performance Comparison

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


The current FKICX Sharpe Ratio is 0.27, which is higher than the FOCSX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of FKICX and FOCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FKICX vs. FOCSX - Dividend Comparison

FKICX's dividend yield for the trailing twelve months is around 106.87%, more than FOCSX's 2.41% yield.


TTM20242023202220212020201920182017
FKICX
Fidelity Small Cap Stock K6 Fund
106.87%106.70%0.16%9.77%24.10%0.27%0.81%5.50%0.56%
FOCSX
Fidelity Small Cap Growth K6 Fund
2.41%2.26%0.23%0.05%31.03%2.78%0.00%2.47%0.02%

Drawdowns

FKICX vs. FOCSX - Drawdown Comparison

The maximum FKICX drawdown since its inception was -45.31%, which is greater than FOCSX's maximum drawdown of -38.79%. Use the drawdown chart below to compare losses from any high point for FKICX and FOCSX.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FKICX vs. FOCSX - Volatility Comparison

Fidelity Small Cap Stock K6 Fund (FKICX) and Fidelity Small Cap Growth K6 Fund (FOCSX) have volatilities of 5.96% and 5.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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