FLXSX vs. FXAIX

In the year-to-date period, FLXSX achieves a -7.76% return, which is significantly lower than FXAIX's 1.81% return.

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FLXSX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Small Cap Index Fund (FLXSX) and Fidelity 500 Index Fund (FXAIX). 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 FLXSX Sharpe Ratio is -0.04, which is lower than the FXAIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FLXSX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FLXSX's dividend yield for the trailing twelve months is around 1.48%, less than FXAIX's 1.54% yield.

The maximum FLXSX drawdown since its inception was -43.21%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FLXSX and FXAIX. For additional features, visit the drawdowns tool.

Fidelity Flex Small Cap Index Fund (FLXSX) has a higher volatility of 6.28% compared to Fidelity 500 Index Fund (FXAIX) at 4.58%. This indicates that FLXSX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.