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FSLCX vs. FDSCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

FSLCX vs. FDSCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Small Cap Stock Fund (FSLCX) and Fidelity Stock Selector Small Cap Fund (FDSCX). The values are adjusted to include any dividend payments, if applicable.

100.00%120.00%140.00%160.00%JulyAugustSeptemberOctoberNovemberDecember
106.66%
136.82%
FSLCX
FDSCX

Key characteristics

Sharpe Ratio

FSLCX:

0.56

FDSCX:

0.78

Sortino Ratio

FSLCX:

0.90

FDSCX:

1.20

Omega Ratio

FSLCX:

1.11

FDSCX:

1.15

Calmar Ratio

FSLCX:

0.33

FDSCX:

0.76

Martin Ratio

FSLCX:

2.96

FDSCX:

4.34

Ulcer Index

FSLCX:

3.55%

FDSCX:

3.45%

Daily Std Dev

FSLCX:

18.72%

FDSCX:

19.06%

Max Drawdown

FSLCX:

-66.70%

FDSCX:

-69.56%

Current Drawdown

FSLCX:

-23.23%

FDSCX:

-11.36%

Returns By Period

In the year-to-date period, FSLCX achieves a 7.50% return, which is significantly lower than FDSCX's 11.89% return. Over the past 10 years, FSLCX has underperformed FDSCX with an annualized return of 1.14%, while FDSCX has yielded a comparatively higher 5.25% annualized return.


FSLCX

YTD

7.50%

1M

-5.42%

6M

6.63%

1Y

8.50%

5Y*

0.52%

10Y*

1.14%

FDSCX

YTD

11.89%

1M

-6.97%

6M

5.24%

1Y

13.35%

5Y*

7.97%

10Y*

5.25%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSLCX vs. FDSCX - Expense Ratio Comparison

Both FSLCX and FDSCX have an expense ratio of 0.90%.


FSLCX
Fidelity Small Cap Stock Fund
Expense ratio chart for FSLCX: current value at 0.90% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.90%
Expense ratio chart for FDSCX: current value at 0.90% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.90%

Risk-Adjusted Performance

FSLCX vs. FDSCX - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for FSLCX, currently valued at 0.56, compared to the broader market-1.000.001.002.003.004.000.560.78
The chart of Sortino ratio for FSLCX, currently valued at 0.90, compared to the broader market-2.000.002.004.006.008.0010.000.901.20
The chart of Omega ratio for FSLCX, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.003.501.111.15
The chart of Calmar ratio for FSLCX, currently valued at 0.33, compared to the broader market0.002.004.006.008.0010.0012.0014.000.330.76
The chart of Martin ratio for FSLCX, currently valued at 2.96, compared to the broader market0.0020.0040.0060.002.964.34
FSLCX
FDSCX

The current FSLCX Sharpe Ratio is 0.56, which is comparable to the FDSCX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FSLCX and FDSCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
0.56
0.78
FSLCX
FDSCX

Dividends

FSLCX vs. FDSCX - Dividend Comparison

Neither FSLCX nor FDSCX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
FSLCX
Fidelity Small Cap Stock Fund
0.00%0.02%0.00%0.26%0.00%0.31%0.41%0.35%0.02%11.97%0.65%0.30%
FDSCX
Fidelity Stock Selector Small Cap Fund
0.00%0.23%0.12%0.17%0.00%0.33%0.28%0.43%0.47%7.52%0.37%0.06%

Drawdowns

FSLCX vs. FDSCX - Drawdown Comparison

The maximum FSLCX drawdown since its inception was -66.70%, roughly equal to the maximum FDSCX drawdown of -69.56%. Use the drawdown chart below to compare losses from any high point for FSLCX and FDSCX. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-23.23%
-11.36%
FSLCX
FDSCX

Volatility

FSLCX vs. FDSCX - Volatility Comparison

The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 6.14%, while Fidelity Stock Selector Small Cap Fund (FDSCX) has a volatility of 6.51%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
6.14%
6.51%
FSLCX
FDSCX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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