FSLCX vs. FCPGX
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Small Cap Growth Fund (FCPGX).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Performance
FSLCX vs. FCPGX - Performance Comparison
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FSLCX vs. FCPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | -5.26% | 14.95% | 9.27% | 19.70% | -22.71% | 20.26% | 13.80% | 29.46% | -11.70% | 13.78% |
FCPGX Fidelity Small Cap Growth Fund | -5.49% | 11.20% | 20.56% | 19.02% | -25.34% | 10.50% | 36.41% | 36.31% | -4.57% | 28.99% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FSLCX having a -5.26% return and FCPGX slightly lower at -5.49%. Over the past 10 years, FSLCX has underperformed FCPGX with an annualized return of 8.19%, while FCPGX has yielded a comparatively higher 12.86% annualized return.
FSLCX
- 1D
- -1.30%
- 1M
- -9.01%
- YTD
- -5.26%
- 6M
- -3.52%
- 1Y
- 15.27%
- 3Y*
- 11.24%
- 5Y*
- 3.71%
- 10Y*
- 8.19%
FCPGX
- 1D
- -2.45%
- 1M
- -10.07%
- YTD
- -5.49%
- 6M
- -2.55%
- 1Y
- 18.15%
- 3Y*
- 12.07%
- 5Y*
- 3.50%
- 10Y*
- 12.86%
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FSLCX vs. FCPGX - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is lower than FCPGX's 1.00% expense ratio.
Return for Risk
FSLCX vs. FCPGX — Risk / Return Rank
FSLCX
FCPGX
FSLCX vs. FCPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Small Cap Growth Fund (FCPGX). 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.
| FSLCX | FCPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.72 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.15 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.09 | -0.04 |
Martin ratioReturn relative to average drawdown | 3.52 | 4.13 | -0.61 |
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
| FSLCX | FCPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.72 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.15 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.57 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.49 | -0.10 |
Correlation
The correlation between FSLCX and FCPGX is 0.93, 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.
Dividends
FSLCX vs. FCPGX - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 15.74%, more than FCPGX's 6.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 15.74% | 14.91% | 1.86% | 0.02% | 7.91% | 22.97% | 0.00% | 0.31% | 26.25% | 8.92% | 3.85% | 10.97% |
FCPGX Fidelity Small Cap Growth Fund | 6.76% | 6.38% | 1.37% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 1.53% | 4.32% |
Drawdowns
FSLCX vs. FCPGX - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -61.22%, roughly equal to the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FSLCX and FCPGX.
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Drawdown Indicators
| FSLCX | FCPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.22% | -59.11% | -2.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -13.76% | +1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -30.04% | -39.04% | +9.00% |
Max Drawdown (10Y)Largest decline over 10 years | -45.42% | -39.04% | -6.38% |
Current DrawdownCurrent decline from peak | -12.51% | -13.12% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -10.77% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.65% | +0.09% |
Volatility
FSLCX vs. FCPGX - Volatility Comparison
The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 6.33%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 8.41%. This indicates that FSLCX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSLCX | FCPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 8.41% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 16.03% | -3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 24.51% | -3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.77% | 23.33% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 22.69% | -1.59% |