FSLCX vs. FDSCX
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Stock Selector Small Cap Fund (FDSCX).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. FDSCX is managed by Fidelity. It was launched on Jun 28, 1993.
Performance
FSLCX vs. FDSCX - Performance Comparison
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FSLCX vs. FDSCX - 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% |
FDSCX Fidelity Stock Selector Small Cap Fund | 0.40% | 14.33% | 14.51% | 19.46% | -18.28% | 24.76% | 21.76% | 30.42% | -8.90% | 11.25% |
Returns By Period
In the year-to-date period, FSLCX achieves a -5.26% return, which is significantly lower than FDSCX's 0.40% return. Over the past 10 years, FSLCX has underperformed FDSCX with an annualized return of 8.19%, while FDSCX has yielded a comparatively higher 11.60% 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%
FDSCX
- 1D
- -1.78%
- 1M
- -8.42%
- YTD
- 0.40%
- 6M
- 5.71%
- 1Y
- 26.34%
- 3Y*
- 14.49%
- 5Y*
- 7.30%
- 10Y*
- 11.60%
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FSLCX vs. FDSCX - Expense Ratio Comparison
Both FSLCX and FDSCX have an expense ratio of 0.90%.
Return for Risk
FSLCX vs. FDSCX — Risk / Return Rank
FSLCX
FDSCX
FSLCX vs. FDSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Stock Selector Small Cap Fund (FDSCX). 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 | FDSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.18 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.75 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.71 | -0.66 |
Martin ratioReturn relative to average drawdown | 3.52 | 7.32 | -3.79 |
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 | FDSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.18 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.34 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.53 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.40 | -0.01 |
Correlation
The correlation between FSLCX and FDSCX 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. FDSCX - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 15.74%, more than FDSCX's 0.72% 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% |
FDSCX Fidelity Stock Selector Small Cap Fund | 0.72% | 0.72% | 2.71% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.02% | 1.63% | 7.06% |
Drawdowns
FSLCX vs. FDSCX - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -61.22%, smaller than the maximum FDSCX drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for FSLCX and FDSCX.
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Drawdown Indicators
| FSLCX | FDSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.22% | -65.47% | +4.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -13.84% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -30.04% | -30.56% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -45.42% | -38.43% | -6.99% |
Current DrawdownCurrent decline from peak | -12.51% | -9.82% | -2.69% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -11.28% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.24% | +0.50% |
Volatility
FSLCX vs. FDSCX - Volatility Comparison
The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 6.33%, while Fidelity Stock Selector Small Cap Fund (FDSCX) has a volatility of 6.89%. This indicates that FSLCX experiences smaller price fluctuations and is considered to be less risky than FDSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSLCX | FDSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 6.89% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 13.00% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 22.18% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.77% | 21.58% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 21.79% | -0.69% |