FSCRX vs. GSITX

In the year-to-date period, FSCRX achieves a -3.94% return, which is significantly higher than GSITX's -9.14% return. Over the past 10 years, FSCRX has underperformed GSITX with an annualized return of -1.82%, while GSITX has yielded a comparatively higher 0.90% annualized return.

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FSCRX has a 0.98% expense ratio, which is higher than GSITX's 0.84% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Discovery Fund (FSCRX) and Goldman Sachs Small Cap Value Insights Fund (GSITX). 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 FSCRX Sharpe Ratio is -0.70, which is comparable to the GSITX Sharpe Ratio of -0.57. The chart below compares the historical Sharpe Ratios of FSCRX and GSITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSCRX's dividend yield for the trailing twelve months is around 0.24%, less than GSITX's 0.90% yield.

The maximum FSCRX drawdown since its inception was -61.11%, smaller than the maximum GSITX drawdown of -84.54%. Use the drawdown chart below to compare losses from any high point for FSCRX and GSITX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Small Cap Discovery Fund (FSCRX) is 5.78%, while Goldman Sachs Small Cap Value Insights Fund (GSITX) has a volatility of 6.09%. This indicates that FSCRX experiences smaller price fluctuations and is considered to be less risky than GSITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.