FLXSX vs. DFISX
Compare and contrast key facts about Fidelity Flex Small Cap Index Fund (FLXSX) and DFA International Small Company Portfolio (DFISX).
FLXSX is managed by Fidelity. It was launched on Mar 9, 2017. DFISX is managed by Dimensional. It was launched on Sep 30, 1996.
Performance
FLXSX vs. DFISX - Performance Comparison
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FLXSX vs. DFISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLXSX Fidelity Flex Small Cap Index Fund | -3.13% | 12.02% | 11.67% | 17.11% | -20.29% | 14.84% | 20.06% | 25.69% | -11.13% | 14.28% |
DFISX DFA International Small Company Portfolio | -1.97% | 36.35% | 3.76% | 14.46% | -17.13% | 10.71% | 9.27% | 24.18% | -19.42% | 18.46% |
Returns By Period
In the year-to-date period, FLXSX achieves a -3.13% return, which is significantly lower than DFISX's -1.97% return.
FLXSX
- 1D
- -1.59%
- 1M
- -8.74%
- YTD
- -3.13%
- 6M
- -1.03%
- 1Y
- 19.83%
- 3Y*
- 11.35%
- 5Y*
- 2.86%
- 10Y*
- —
DFISX
- 1D
- -0.34%
- 1M
- -11.77%
- YTD
- -1.97%
- 6M
- 2.11%
- 1Y
- 26.89%
- 3Y*
- 14.28%
- 5Y*
- 6.58%
- 10Y*
- 7.66%
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FLXSX vs. DFISX - Expense Ratio Comparison
FLXSX has a 0.00% expense ratio, which is lower than DFISX's 0.39% expense ratio.
Return for Risk
FLXSX vs. DFISX — Risk / Return Rank
FLXSX
DFISX
FLXSX vs. DFISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Small Cap Index Fund (FLXSX) and DFA International Small Company Portfolio (DFISX). 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.
| FLXSX | DFISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.66 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.15 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.33 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.04 | -0.93 |
Martin ratioReturn relative to average drawdown | 4.00 | 7.97 | -3.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLXSX | DFISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.66 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.42 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.44 | -0.11 |
Correlation
The correlation between FLXSX and DFISX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FLXSX vs. DFISX - Dividend Comparison
FLXSX has not paid dividends to shareholders, while DFISX's dividend yield for the trailing twelve months is around 3.21%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLXSX Fidelity Flex Small Cap Index Fund | 0.00% | 0.00% | 1.36% | 1.49% | 1.26% | 2.74% | 1.06% | 2.86% | 2.31% | 0.77% | 0.00% | 0.00% |
DFISX DFA International Small Company Portfolio | 3.21% | 3.19% | 3.39% | 3.01% | 3.51% | 3.06% | 1.71% | 4.54% | 7.74% | 1.27% | 4.44% | 4.47% |
Drawdowns
FLXSX vs. DFISX - Drawdown Comparison
The maximum FLXSX drawdown since its inception was -41.72%, smaller than the maximum DFISX drawdown of -60.66%. Use the drawdown chart below to compare losses from any high point for FLXSX and DFISX.
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Drawdown Indicators
| FLXSX | DFISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.72% | -60.66% | +18.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.94% | -11.96% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -31.88% | -35.06% | +3.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.00% | — |
Current DrawdownCurrent decline from peak | -12.25% | -11.77% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -10.60% | -11.69% | +1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.10% | 3.06% | +1.04% |
Volatility
FLXSX vs. DFISX - Volatility Comparison
Fidelity Flex Small Cap Index Fund (FLXSX) has a higher volatility of 7.04% compared to DFA International Small Company Portfolio (DFISX) at 5.90%. This indicates that FLXSX's price experiences larger fluctuations and is considered to be riskier than DFISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLXSX | DFISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 5.90% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 14.95% | 10.04% | +4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.66% | 15.38% | +8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 15.75% | +6.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 16.11% | +7.97% |