FOCSX vs. FXAIX
Compare and contrast key facts about Fidelity Small Cap Growth K6 Fund (FOCSX) and Fidelity 500 Index Fund (FXAIX).
FOCSX is managed by Fidelity. It was launched on May 25, 2017. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCSX or FXAIX.
Key characteristics
| FOCSX | FXAIX | |
|---|---|---|
| YTD Return | 28.49% | 26.96% |
| 1Y Return | 45.70% | 35.01% |
| 3Y Return (Ann) | 0.40% | 10.23% |
| 5Y Return (Ann) | 6.61% | 15.78% |
| Sharpe Ratio | 2.58 | 3.06 |
| Sortino Ratio | 3.44 | 4.07 |
| Omega Ratio | 1.42 | 1.58 |
| Calmar Ratio | 1.19 | 4.45 |
| Martin Ratio | 15.89 | 20.17 |
| Ulcer Index | 3.26% | 1.86% |
| Daily Std Dev | 20.04% | 12.27% |
| Max Drawdown | -51.13% | -33.79% |
| Current Drawdown | -16.97% | -0.25% |
Correlation
The correlation between FOCSX and FXAIX 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
FOCSX vs. FXAIX - Performance Comparison
In the year-to-date period, FOCSX achieves a 28.49% return, which is significantly higher than FXAIX's 26.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FOCSX vs. FXAIX - Expense Ratio Comparison
FOCSX has a 0.60% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FOCSX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth K6 Fund (FOCSX) 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.
Dividends
FOCSX vs. FXAIX - Dividend Comparison
FOCSX's dividend yield for the trailing twelve months is around 1.90%, more than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCSX Fidelity Small Cap Growth K6 Fund | 1.90% | 0.23% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FOCSX vs. FXAIX - Drawdown Comparison
The maximum FOCSX drawdown since its inception was -51.13%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FOCSX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FOCSX vs. FXAIX - Volatility Comparison
Fidelity Small Cap Growth K6 Fund (FOCSX) has a higher volatility of 6.04% compared to Fidelity 500 Index Fund (FXAIX) at 3.74%. This indicates that FOCSX'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.