FSCRX vs. NASDX
Compare and contrast key facts about Fidelity Small Cap Discovery Fund (FSCRX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
FSCRX is managed by Fidelity. It was launched on Sep 26, 2000. NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCRX or NASDX.
Correlation
The correlation between FSCRX and NASDX is 0.72, 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
FSCRX vs. NASDX - Performance Comparison
Key characteristics
FSCRX:
-0.26
NASDX:
0.69
FSCRX:
-0.21
NASDX:
1.00
FSCRX:
0.97
NASDX:
1.14
FSCRX:
-0.21
NASDX:
1.02
FSCRX:
-0.55
NASDX:
3.01
FSCRX:
9.16%
NASDX:
4.59%
FSCRX:
19.83%
NASDX:
19.84%
FSCRX:
-61.11%
NASDX:
-81.69%
FSCRX:
-20.53%
NASDX:
-6.07%
Returns By Period
In the year-to-date period, FSCRX achieves a 4.76% return, which is significantly higher than NASDX's 2.21% return. Over the past 10 years, FSCRX has underperformed NASDX with an annualized return of -0.50%, while NASDX has yielded a comparatively higher 14.66% annualized return.
FSCRX
4.76%
4.76%
1.10%
-4.71%
2.54%
-0.50%
NASDX
2.21%
2.21%
7.62%
14.70%
14.63%
14.66%
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FSCRX vs. NASDX - Expense Ratio Comparison
FSCRX has a 0.98% expense ratio, which is higher than NASDX's 0.63% expense ratio.
Risk-Adjusted Performance
FSCRX vs. NASDX — Risk-Adjusted Performance Rank
FSCRX
NASDX
FSCRX vs. NASDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Discovery Fund (FSCRX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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
FSCRX vs. NASDX - Dividend Comparison
FSCRX's dividend yield for the trailing twelve months is around 0.22%, less than NASDX's 0.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCRX Fidelity Small Cap Discovery Fund | 0.22% | 0.23% | 0.11% | 0.19% | 0.09% | 0.40% | 0.80% | 1.14% | 0.63% | 0.44% | 7.89% | 0.28% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.35% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
Drawdowns
FSCRX vs. NASDX - Drawdown Comparison
The maximum FSCRX drawdown since its inception was -61.11%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for FSCRX and NASDX. For additional features, visit the drawdowns tool.
Volatility
FSCRX vs. NASDX - Volatility Comparison
The current volatility for Fidelity Small Cap Discovery Fund (FSCRX) is 3.98%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 6.04%. This indicates that FSCRX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.